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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
726
Aristotle Atlantic Partners
Florida
$1.53M – – –
VAS
727
Vestmark Advisory Solutions
Massachusetts
$1.53M +$180K +468 +14%
SF
728
Synovus Financial
Georgia
$1.52M +$16.9K +44 +1%
TRCT
729
Tower Research Capital (TRC)
New York
$1.52M -$8.4M -21,862 -85%
LFS
730
Legacy Financial Strategies
Kansas
$1.51M +$72.3K +188 +5%
PFS
731
Prospera Financial Services
Texas
$1.5M +$105K +272 +8%
GIA
732
Guyasuta Investment Advisors
Pennsylvania
$1.48M – – –
AIM
733
Aigen Investment Management
New York
$1.42M +$1.33M +3,465 New
AWC
734
Abundance Wealth Counselors
Pennsylvania
$1.42M +$141K +368 +12%
ICM
735
IMS Capital Management
Oregon
$1.41M -$7.69K -20 -0.6%
SW
736
SVB Wealth
Massachusetts
$1.41M +$45.7K +119 +4%
CG
737
Castellan Group
Kentucky
$1.41M – – –
VC
738
Veracity Capital
Georgia
$1.4M -$52.3K -136 -4%
WS
739
Wedbush Securities
California
$1.39M -$2.31K -6 -0.2%
FQ
740
First Quadrant
California
$1.39M -$401K -1,043 -24%
IC
741
IEQ Capital
California
$1.39M +$306K +796 +31%
WF
742
Welch & Forbes
Massachusetts
$1.38M +$38.4K +100 +3%
BJL
743
Brighton Jones LLC
Washington
$1.37M -$1.54K -4 -0.1%
EWM
744
Evercore Wealth Management
New York
$1.37M -$107K -279 -8%
DL
745
DOHJ LLC
Washington
$1.36M -$28.8K -75 -2%
ECM
746
Exchange Capital Management
Michigan
$1.35M – – –
HWM
747
Hohimer Wealth Management
Washington
$1.34M +$92.6K +241 +8%
OIS
748
Okabena Investment Services
Minnesota
$1.34M +$1.25M +3,255 New
RIA
749
Regal Investment Advisors
Michigan
$1.32M +$1.24M +3,221 New
FTDI
750
First Trust Direct Indexing
Massachusetts
$1.31M +$343K +892 +39%
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