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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
751
Cavalier Investments
Georgia
$1.5M -$150K -346 -9%
VC
752
Veracity Capital
Georgia
$1.5M +$48.1K +111 +3%
PDN
753
Pensionfund DSM Netherlands
Netherlands
$1.49M -$3.34M -7,700 -69%
AWC
754
Abundance Wealth Counselors
Pennsylvania
$1.48M +$6.93K +16 +0.5%
NFG
755
Nations Financial Group
Iowa
$1.46M +$346K +798 +30%
TRCT
756
Tower Research Capital (TRC)
New York
$1.46M -$120K -278 -7%
CG
757
Caprock Group
Idaho
$1.44M +$298K +688 +25%
BJL
758
Brighton Jones LLC
Washington
$1.44M +$17.3K +40 +1%
FQ
759
First Quadrant
California
$1.44M – – –
WF
760
Welch & Forbes
Massachusetts
$1.43M – – –
EA
761
Emerald Advisers
Pennsylvania
$1.43M +$181K +417 +14%
EWM
762
Evercore Wealth Management
New York
$1.42M – – –
HWM
763
Hohimer Wealth Management
Washington
$1.4M +$16.5K +38 +1%
PPP
764
Private Portfolio Partners
New Jersey
$1.37M +$1.39M +3,216 New
WSFS
765
Wilmington Savings Fund Society
Delaware
$1.36M -$326K -753 -19%
S
766
SignatureFD
Georgia
$1.35M +$124K +286 +10%
DWM
767
Darwin Wealth Management
Florida
$1.34M -$2.16M -4,975 -61%
DAS
768
Dynamic Advisor Solutions
Arizona
$1.34M +$84.5K +195 +7%
S
769
Seeyond
France
$1.33M +$139K +321 +11%
MA
770
Mezzasalma Advisors
New Jersey
$1.33M – – –
FTDI
771
First Trust Direct Indexing
Massachusetts
$1.32M -$36K -83 -3%
ECM
772
Exchange Capital Management
Michigan
$1.32M -$82.3K -190 -6%
EF
773
Empirical Finance
Pennsylvania
$1.3M +$75K +173 +6%
FRA
774
Frank Rimerman Advisors
California
$1.29M +$1.32M +3,047 New
RIA
775
Regal Investment Advisors
Michigan
$1.29M -$78.9K -182 -6%
29 30
31
32 33