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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
AG
726
Ascent Group
Virginia
$2.04M +$86.7K +263 +5%
IB
727
Intrust Bank
Kansas
$2.04M -$69.9K -212 -3%
SW
728
SVB Wealth
Massachusetts
$2.02M -$157K -476 -7%
ROTUOC
729
Regents of the University of California
California
$2.01M
TW
730
Transform Wealth
Colorado
$2.01M +$1.58M +4,796 +400%
TPA
731
Trivium Point Advisory
Connecticut
$2M -$3.3K -10 -0.2%
GIA
732
Gladstone Institutional Advisory
Florida
$2M -$75.8K -230 -4%
CFM
733
Capricorn Fund Managers
United Kingdom
$1.98M +$330K +1,000 +20%
CA
734
Clearstead Advisors
Ohio
$1.97M -$28K -85 -1%
IMRF
735
Illinois Municipal Retirement Fund
Illinois
$1.97M -$642K -1,947 -25%
Dodge & Cox
736
Dodge & Cox
California
$1.94M
RWM
737
Ritholtz Wealth Management
New York
$1.93M +$507K +1,538 +36%
TCOV
738
Trust Company of Vermont
Vermont
$1.93M +$13.5K +41 +0.7%
MYIA
739
Mount Yale Investment Advisors
Colorado
$1.92M +$52.4K +159 +3%
TYCC
740
Texas Yale Capital Corp
Florida
$1.9M -$75.8K -230 -4%
EBT
741
Enterprise Bank & Trust
Massachusetts
$1.87M +$59K +179 +3%
MHC
742
Meyer Handelman Company
New York
$1.86M +$185K +561 +11%
IWS
743
Insight Wealth Strategies
California
$1.85M +$32.3K +98 +2%
TMAM
744
Tokio Marine Asset Management
Japan
$1.84M +$126K +382 +7%
SC
745
Scholtz & Company
Connecticut
$1.83M -$103K -311 -5%
SFA
746
Souders Financial Advisors
Ohio
$1.81M -$334K -1,013 -16%
LFS
747
Legacy Financial Strategies
Kansas
$1.81M +$155K +469 +10%
CK
748
Cohen Klingenstein
New York
$1.81M
VIA
749
Vident Investment Advisory
Georgia
$1.81M -$1.37M -4,143 -43%
YIH
750
Y-Intercept (HK)
Hong Kong
$1.8M -$4.08M -12,387 -70%