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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
726
Evelyn Partners Investment Management Services
$3.78M +$3.85M +7,591 New
TCM
727
Twin Capital Management
Pennsylvania
$3.78M -$209K -411 -5%
QT
728
Quantbot Technologies
New York
$3.77M +$1.37M +2,700 +55%
IWA
729
Invera Wealth Advisors
Oregon
$3.77M -$199K -392 -5%
BFA
730
Brendel Financial Advisors
New Hampshire
$3.77M -$124K -245 -3%
BPA
731
Beacon Pointe Advisors
California
$3.76M -$658K -1,296 -15%
HWM
732
HB Wealth Management
Georgia
$3.76M +$706K +1,391 +23%
KC
733
Katamaran Capital
United Kingdom
$3.73M +$3.8M +7,485 New
SC
734
Settian Capital
New York
$3.7M – – –
PIM
735
Plato Investment Management
Australia
$3.69M +$683K +1,347 +22%
MSK
736
Melissa S. Kampmann
$3.67M -$469K -924 -11%
ECM
737
Everence Capital Management
Indiana
$3.66M -$1.92M -3,780 -34%
MCB
738
Morton Community Bank
Illinois
$3.66M +$20.3K +40 +0.5%
RC
739
Roundview Capital
New Jersey
$3.64M +$1.07M +2,111 +41%
LFS
740
Legacy Financial Strategies
Kansas
$3.62M +$21.3K +42 +0.6%
HCPC
741
Hamilton Capital Partners (Canada)
$3.61M +$624K +1,230 +20%
TFA
742
Teamwork Financial Advisors
Texas
$3.6M +$644K +1,269 +21%
BFW
743
Brady Family Wealth
Missouri
$3.59M -$182K -359 -5%
TPA
744
Trivium Point Advisory
Connecticut
$3.56M +$43.6K +86 +1%
SI
745
Sora Investors
Pennsylvania
$3.56M +$3.62M +7,143 New
S
746
SignatureFD
Georgia
$3.54M -$117K -231 -3%
TAM
747
Tocqueville Asset Management
New York
$3.51M +$183K +360 +5%
EF
748
Empowered Funds
Pennsylvania
$3.5M +$510K +1,006 +17%
BFG
749
Bleakley Financial Group
New Jersey
$3.5M +$37K +73 +1%
WSC
750
Wellington Shields & Co
New York
$3.49M – – –
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