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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
726
Cannell & Spears
New York
$3.78M -$30.4K -60 -0.8%
EPIMS
727
Evelyn Partners Investment Management Services
$3.78M +$3.85M +7,591 New
TCM
728
Twin Capital Management
Pennsylvania
$3.78M -$209K -411 -5%
QT
729
Quantbot Technologies
New York
$3.77M +$1.37M +2,700 +55%
IWA
730
Invera Wealth Advisors
Oregon
$3.77M -$199K -392 -5%
BFA
731
Brendel Financial Advisors
New Hampshire
$3.77M -$124K -245 -3%
BPA
732
Beacon Pointe Advisors
California
$3.76M -$658K -1,296 -15%
HWM
733
HB Wealth Management
Georgia
$3.76M +$706K +1,391 +23%
KC
734
Katamaran Capital
United Kingdom
$3.73M +$3.8M +7,485 New
SC
735
Settian Capital
New York
$3.7M – – –
PIM
736
Plato Investment Management
Australia
$3.69M +$683K +1,347 +22%
MSK
737
Melissa S. Kampmann
$3.67M -$469K -924 -11%
ECM
738
Everence Capital Management
Indiana
$3.66M -$1.92M -3,780 -34%
MCB
739
Morton Community Bank
Illinois
$3.66M +$20.3K +40 +0.5%
RC
740
Roundview Capital
New Jersey
$3.64M +$1.07M +2,111 +41%
LFS
741
Legacy Financial Strategies
Kansas
$3.62M +$21.3K +42 +0.6%
HCPC
742
Hamilton Capital Partners (Canada)
$3.61M +$624K +1,230 +20%
TFA
743
Teamwork Financial Advisors
Texas
$3.6M +$644K +1,269 +21%
BFW
744
Brady Family Wealth
Missouri
$3.59M -$182K -359 -5%
TPA
745
Trivium Point Advisory
Connecticut
$3.56M +$43.6K +86 +1%
SI
746
Sora Investors
Pennsylvania
$3.56M +$3.62M +7,143 New
S
747
SignatureFD
Georgia
$3.54M -$117K -231 -3%
TAM
748
Tocqueville Asset Management
New York
$3.51M +$183K +360 +5%
EF
749
Empowered Funds
Pennsylvania
$3.5M +$510K +1,006 +17%
BFG
750
Bleakley Financial Group
New Jersey
$3.5M +$37K +73 +1%
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