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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
776
Ascent Group
Virginia
$2.24M +$139K +352 +7%
NIM
777
NEOS Investment Management
Connecticut
$2.24M +$487K +1,233 +32%
CPC
778
Consolidated Planning Corp
Georgia
$2.23M +$122K +310 +7%
AG
779
AIA Group
Hong Kong
$2.22M +$197K +499 +11%
AIC
780
Argus Investors Counsel
New York
$2.21M +$7.5K +19 +0.4%
VFM
781
Viking Fund Management
North Dakota
$2.2M – – –
MIA
782
MMBG Investment Advisors
Florida
$2.18M -$19.7K -50 -1%
EBT
783
Enterprise Bank & Trust
Massachusetts
$2.18M – – –
AMM
784
American Money Management
California
$2.17M +$5.13K +13 +0.3%
RSWM
785
Robertson Stephens Wealth Management
California
$2.16M +$6.71K +17 +0.3%
IA
786
IFP Advisors
Florida
$2.15M +$164K +416 +9%
CAM
787
Cozad Asset Management
Illinois
$2.15M -$380K -964 -16%
WCA
788
Waratah Capital Advisors
Ontario, Canada
$2.14M -$232K -589 -11%
VHAM
789
Van Hulzen Asset Management
California
$2.12M – – –
WIM
790
WealthPlan Investment Management
Nebraska
$2.12M +$154K +391 +9%
CG
791
Cynosure Group
Utah
$2.11M +$1.89M +4,792 New
LAIC
792
Lederer & Associates Investment Counsel
California
$2.11M -$40.6K -103 -2%
RCA
793
Resonant Capital Advisors
Wisconsin
$2.1M +$607K +1,538 +47%
MSFS
794
Main Street Financial Solutions
Pennsylvania
$2.1M +$65.1K +165 +4%
NB
795
NBT Bank
New York
$2.09M -$148K -375 -7%
ACM
796
Ashford Capital Management
Delaware
$2.08M +$374K +947 +25%
DL
797
DOHJ LLC
Washington
$2.06M +$601K +1,522 +48%
OIA
798
OneDigital Investment Advisors
Kansas
$2.05M -$25.7K -65 -1%
BCM
799
Bayesian Capital Management
New York
$2.05M +$1.83M +4,645 New
CGIM
800
Capital Group Investment Management
Singapore
$2.04M +$147K +372 +9%
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