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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
751
OneDigital Investment Advisors
Kansas
$3.86M -$754K -1,476 -16%
PIM
752
Plato Investment Management
Australia
$3.83M +$36.8K +72 +1%
VPI
753
Value Partners Investments
Manitoba, Canada
$3.82M +$3.83M +7,500 New
MSK
754
Melissa S. Kampmann
$3.81M +$73.1K +143 +2%
ECM
755
Everence Capital Management
Indiana
$3.81M +$76.6K +150 +2%
SC
756
Settian Capital
New York
$3.77M – – –
MCB
757
Morton Community Bank
Illinois
$3.76M +$33.2K +65 +0.9%
S
758
SignatureFD
Georgia
$3.74M +$126K +246 +3%
SCM
759
Sandler Capital Management
New York
$3.73M +$3.4M +6,649 +950%
FDS
760
Freedom Day Solutions
Texas
$3.73M -$148K -290 -4%
SC
761
Scotia Capital
Ontario, Canada
$3.71M -$203K -397 -5%
BFW
762
Brady Family Wealth
Missouri
$3.7M +$31.2K +61 +0.8%
USAA
763
United Services Automobile Association
Texas
$3.69M +$3.75M +7,347 New
LFS
764
Legacy Financial Strategies
Kansas
$3.69M -$29.1K -57 -0.8%
BA
765
Bellwether Advisors
Nebraska
$3.69M +$3.7M +7,247 +72,470%
TAP
766
Tounjian Advisory Partners
Florida
$3.67M +$3.69M +7,216 New
AC
767
AMS Capital
Brazil
$3.66M -$5.71M -11,168 -61%
HI
768
Horizon Investments
North Carolina
$3.65M +$201K +394 +6%
TFA
769
Teamwork Financial Advisors
Texas
$3.64M -$33.2K -65 -0.9%
WIM
770
Weitz Investment Management
Nebraska
$3.63M -$20.4M -40,000 -85%
RA
771
Rockingstone Advisors
Massachusetts
$3.63M +$204K +399 +6%
SIM
772
Sterling Investment Management
Arizona
$3.6M +$871K +1,705 +32%
CS
773
Cannell & Spears
New York
$3.57M -$286K -560 -7%
TPA
774
Trivium Point Advisory
Connecticut
$3.57M -$58.8K -115 -2%
WM
775
Whitford Management
New York
$3.56M -$8.58M -16,791 -71%
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