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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
751
Sterling Investment Management
Arizona
$2.54M -$29.6K -75 -1%
TYCC
752
Texas Yale Capital Corp
Florida
$2.54M +$55.6K +141 +3%
HCA
753
Harbor Capital Advisors
Illinois
$2.53M +$4.34K +11 +0.2%
DIM
754
Delta Investment Management
California
$2.53M -$255K -646 -10%
TCOV
755
Trust Company of Vermont
Vermont
$2.53M -$116K -295 -5%
CICC
756
Capital Investment Counsel (Colorado)
Colorado
$2.52M +$2.26M +5,716 New
MWM
757
Meridian Wealth Management
Kentucky
$2.51M +$2.25M +5,707 New
OIS
758
Okabena Investment Services
Minnesota
$2.51M +$536K +1,359 +31%
MG
759
Mather Group
Illinois
$2.47M -$34.3K -87 -2%
CF
760
Centaurus Financial
California
$2.45M -$565K -1,431 -20%
SICM
761
Sustainable Insight Capital Management
New York
$2.45M -$1.03M -2,600 -32%
WP
762
WealthPLAN Partners
Nebraska
$2.44M +$66.7K +169 +3%
DEA
763
DoubleLine ETF Adviser
Florida
$2.4M +$173K +439 +9%
MA
764
Montag & Associates
Georgia
$2.39M +$82.9K +210 +4%
AI
765
Atom Investors
Texas
$2.38M -$1.6M -4,046 -43%
CK
766
Cohen Klingenstein
New York
$2.38M – – –
Dodge & Cox
767
Dodge & Cox
California
$2.38M – – –
CRA
768
Clear Rock Advisors
Texas
$2.34M +$2.11M +5,355 New
SCTC
769
Sanibel Captiva Trust Company
Florida
$2.34M +$2.1M +5,323 New
APGDR
770
Absoluto Partners Gestao de Recursos
Brazil
$2.32M +$193K +489 +10%
RWP
771
Ridgecrest Wealth Partners
California
$2.3M -$395K -1,000 -16%
WR
772
WD Rutherford
Oregon
$2.28M -$1.97K -5 -0.1%
MAM
773
Madison Asset Management
Wisconsin
$2.26M +$998K +2,528 +97%
HIP
774
Harrell Investment Partners
Texas
$2.25M +$40.6K +103 +2%
CAM
775
Cypress Asset Management
Texas
$2.24M -$14.2K -36 -0.7%