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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
Clearstead Advisors
Ohio
$3.18M +$155K +394 +6%
BFM
702
Boston Financial Management
Massachusetts
$3.18M -$39.5K -100 -1%
SCM
703
Shelton Capital Management
Colorado
$3.18M +$177K +449 +7%
SFA
704
Sequoia Financial Advisors
Ohio
$3.17M +$1.26M +3,181 +79%
MC
705
Mirabaud & Cie
Switzerland
$3.15M +$2.82M +7,146 New
TAM
706
Tocqueville Asset Management
New York
$3.13M -$1.38M -3,490 -33%
VIP
707
Vantage Investment Partners
Missouri
$3.11M +$2.21M +5,602 +385%
OCM
708
Olstein Capital Management
New York
$3.08M -$592K -1,500 -18%
RWP
709
RWA Wealth Partners
Massachusetts
$3.07M +$2.75M +6,964 New
FWM
710
Fortress Wealth Management
California
$3.06M +$395 +1 +0%
BCM
711
Brasada Capital Management
Texas
$3.04M +$2.72M +6,905 New
FTDI
712
First Trust Direct Indexing
Massachusetts
$3.04M +$284K +720 +12%
VI
713
Vestcor Inc
New Brunswick, Canada
$3.03M -$29.2K -74 -1%
BOH
714
Bank of Hawaii
Hawaii
$3.03M -$275K -698 -9%
CAC
715
Certified Advisory Corp
Florida
$3.02M -$176K -445 -6%
CIAS
716
CFS Investment Advisory Services
New Jersey
$3M -$331K -839 -11%
VF
717
Virtu Financial
New York
$2.98M -$1.21M -3,069 -31%
MCB
718
Morton Community Bank
Illinois
$2.98M +$2.67M +6,764 New
HI
719
Horizon Investments
North Carolina
$2.97M +$340K +862 +15%
LTAS
720
Linden Thomas Advisory Services
North Carolina
$2.96M +$191K +483 +8%
HF
721
HRT Financial
New York
$2.96M +$2.65M +6,712 New
S
722
SignatureFD
Georgia
$2.93M +$273K +691 +12%
LFS
723
Legacy Financial Strategies
Kansas
$2.92M -$11.8K -30 -0.5%
CG
724
Caprock Group
Idaho
$2.91M +$521K +1,320 +25%
HA
725
Herold Advisors
New York
$2.9M -$789 -2 -0%
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