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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
751
O'Shaughnessy Asset Management
Connecticut
$978K -$252K -748 -20%
CGL
752
Clarius Group LLC
Washington
$974K -$10.5K -31 -1%
TC
753
Tatro Capital
Kentucky
$965K – – –
BJL
754
Brighton Jones LLC
Washington
$964K +$337 +1 +0%
EGM
755
Engineers Gate Manager
New York
$962K -$24.3K -72 -2%
AT
756
Arden Trust
Delaware
$957K -$8.43K -25 -0.9%
RA
757
RiverPark Advisors
New York
$955K -$110K -325 -10%
EB
758
Eastern Bank
Massachusetts
$954K -$8.43K -25 -0.9%
DAC
759
Dividend Assets Capital
South Carolina
$934K +$958K +2,840 New
CG
760
Colony Group
Massachusetts
$930K -$415K -1,231 -30%
NHC
761
Nicholas Hoffman & Company
Georgia
$925K +$1.01K +3 +0.1%
AWC
762
Abundance Wealth Counselors
Pennsylvania
$923K +$168K +498 +22%
VAS
763
Vestmark Advisory Solutions
Massachusetts
$921K +$108K +321 +13%
CS
764
Cannell & Spears
New York
$908K – – –
DWM
765
Doyle Wealth Management
Florida
$904K -$32K -95 -3%
KCM
766
Kanawha Capital Management
Virginia
$894K +$1.35K +4 +0.1%
PK
767
Pflug Koory
Nebraska
$883K – – –
VF
768
Virtu Financial
New York
$877K +$900K +2,669 New
TWI
769
Thomas White International
Illinois
$872K +$3.71K +11 +0.4%
PTP
770
Platform Technology Partners
New York
$872K +$21.9K +65 +3%
WIA
771
Wealthstreet Investment Advisors
Texas
$869K – – –
BCM
772
Brooktree Capital Management
Michigan
$858K -$30K -89 -3%
FMWA
773
Forvis Mazars Wealth Advisors
Missouri
$857K -$3.04K -9 -0.3%
BWP
774
Baldwin Wealth Partners
Massachusetts
$853K -$32K -95 -4%
OPCM
775
Osborne Partners Capital Management
California
$845K +$266K +790 +44%
29 30
31
32 33