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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
701
Arax Advisory Partners
Colorado
$3.21M +$70.2K +178 +3%
CA
702
Clearstead Advisors
Ohio
$3.18M +$155K +394 +6%
BFM
703
Boston Financial Management
Massachusetts
$3.18M -$39.5K -100 -1%
SCM
704
Shelton Capital Management
Colorado
$3.18M +$177K +449 +7%
SFA
705
Sequoia Financial Advisors
Ohio
$3.17M +$1.26M +3,181 +79%
MC
706
Mirabaud & Cie
Switzerland
$3.15M +$2.82M +7,146 New
TAM
707
Tocqueville Asset Management
New York
$3.13M -$1.38M -3,490 -33%
VIP
708
Vantage Investment Partners
Missouri
$3.11M +$2.21M +5,602 +385%
OCM
709
Olstein Capital Management
New York
$3.08M -$592K -1,500 -18%
RWP
710
RWA Wealth Partners
Massachusetts
$3.07M +$2.75M +6,964 New
FWM
711
Fortress Wealth Management
California
$3.06M +$395 +1 +0%
BCM
712
Brasada Capital Management
Texas
$3.04M +$2.72M +6,905 New
FTDI
713
First Trust Direct Indexing
Massachusetts
$3.04M +$284K +720 +12%
VI
714
Vestcor Inc
New Brunswick, Canada
$3.03M -$29.2K -74 -1%
BOH
715
Bank of Hawaii
Hawaii
$3.03M -$275K -698 -9%
CAC
716
Certified Advisory Corp
Florida
$3.02M -$176K -445 -6%
CIAS
717
CFS Investment Advisory Services
New Jersey
$3M -$331K -839 -11%
VF
718
Virtu Financial
New York
$2.98M -$1.21M -3,069 -31%
MCB
719
Morton Community Bank
Illinois
$2.98M +$2.67M +6,764 New
HI
720
Horizon Investments
North Carolina
$2.97M +$340K +862 +15%
LTAS
721
Linden Thomas Advisory Services
North Carolina
$2.96M +$191K +483 +8%
HF
722
HRT Financial
New York
$2.96M +$2.65M +6,712 New
S
723
SignatureFD
Georgia
$2.93M +$273K +691 +12%
LFS
724
Legacy Financial Strategies
Kansas
$2.92M -$11.8K -30 -0.5%
CG
725
Caprock Group
Idaho
$2.91M +$521K +1,320 +25%
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