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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
726
Exchange Capital Management
Michigan
$1.16M – – –
FWCM
727
Ferguson Wellman Capital Management
Oregon
$1.16M -$20.1M -60,386 -95%
KPW
728
Kore Private Wealth
New York
$1.16M +$1.09M +3,288 New
WF
729
Welch & Forbes
Massachusetts
$1.16M -$250K -750 -19%
VAS
730
Vestmark Advisory Solutions
Massachusetts
$1.15M +$157K +471 +17%
VIA
731
Vident Investment Advisory
Georgia
$1.14M -$521K -1,564 -33%
WSFS
732
Wilmington Savings Fund Society
Delaware
$1.11M -$26K -78 -2%
MA
733
Mezzasalma Advisors
New Jersey
$1.1M – – –
SM
734
SG3 Management
Puerto Rico
$1.09M +$283K +850 +38%
CI
735
Conning Inc
Connecticut
$1.09M -$89.9K -270 -8%
AWC
736
Abundance Wealth Counselors
Pennsylvania
$1.09M +$94.8K +285 +10%
RMDI
737
R.M. Davis Inc
Maine
$1.08M -$43.3K -130 -4%
AP
738
Appleton Partners
Massachusetts
$1.08M -$39.3K -118 -4%
WP
739
WMS Partners
Maryland
$1.07M -$35.3K -106 -3%
HWM
740
Hohimer Wealth Management
Washington
$1.06M +$1M +3,018 New
FG
741
Foster Group
Iowa
$1.06M -$135K -406 -12%
RCIM
742
Russell Clark Investment Management
United Kingdom
$1.06M +$998K +3,000 New
DWM
743
Dakota Wealth Management
Florida
$1.04M -$86.9K -261 -8%
EA
744
Emerald Advisers
Pennsylvania
$1.04M -$20K -60 -2%
RC
745
RegentAtlantic Capital
New Jersey
$1.04M +$532K +1,599 +119%
TC
746
Tatro Capital
Kentucky
$1.04M – – –
IA
747
IFP Advisors
Florida
$1.03M -$1.97M -5,911 -67%
ARMT
748
Amica Retiree Medical Trust
Rhode Island
$1.03M +$444K +1,334 +84%
AT
749
Arden Trust
Delaware
$1.03M – – –
EB
750
Eastern Bank
Massachusetts
$1.02M – – –
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