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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
751
Dodge & Cox
California
$2.42M – – –
MFGM
752
Marshall Financial Group (Maryland)
Maryland
$2.41M +$77.8K +191 +3%
TCOV
753
Trust Company of Vermont
Vermont
$2.4M +$129K +317 +6%
WR
754
WD Rutherford
Oregon
$2.4M -$12.2K -30 -0.5%
FTDI
755
First Trust Direct Indexing
Massachusetts
$2.39M +$1.1M +2,711 +87%
GIA
756
Gladstone Institutional Advisory
Florida
$2.35M +$1.85M +4,533 +380%
TYCC
757
Texas Yale Capital Corp
Florida
$2.35M – – –
PS
758
Pensionfund Sabic
Netherlands
$2.34M -$896K -2,200 -28%
MGP
759
Metis Global Partners
California
$2.32M +$1.45M +3,556 +169%
DAC
760
Dividend Assets Capital
South Carolina
$2.32M +$514K +1,262 +29%
MAM
761
Madison Asset Management
Wisconsin
$2.31M +$1.73M +4,246 +309%
SCM
762
Stevens Capital Management
Pennsylvania
$2.3M +$17.9K +44 +0.8%
TPA
763
Trivium Point Advisory
Connecticut
$2.3M +$94.5K +232 +4%
IWS
764
Insight Wealth Strategies
California
$2.3M +$89.2K +219 +4%
BFA
765
Brendel Financial Advisors
New Hampshire
$2.28M -$1.98M -4,853 -47%
IRF
766
IBM Retirement Fund
New York
$2.27M +$622K +1,528 +38%
S
767
Seeyond
France
$2.27M +$723K +1,776 +47%
CGA
768
Channing Global Advisors
Florida
$2.27M -$27.7K -68 -1%
UOC
769
UBS O'Connor
Illinois
$2.26M -$12.4M -30,500 -85%
SW
770
SVB Wealth
Massachusetts
$2.26M +$846K +2,077 +61%
GCC
771
Guardian Capital (Canada)
Ontario, Canada
$2.24M +$81.5K +200 +4%
CK
772
Cohen Klingenstein
New York
$2.21M – – –
CG
773
Caprock Group
Idaho
$2.21M +$848K +2,081 +63%
HW
774
Hancock Whitney
Mississippi
$2.21M -$7.98M -19,593 -78%
LAIC
775
Lederer & Associates Investment Counsel
California
$2.2M -$5.29K -13 -0.2%