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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
776
Vestcor Inc
New Brunswick, Canada
$3.02M -$3.04K -6 -0.1%
CWP
777
Cyndeo Wealth Partners
Florida
$3M +$55.8K +110 +2%
TCOV
778
Trust Company of Vermont
Vermont
$3M -$120K -237 -4%
CSIC
779
Clifford Swan Investment Counsel
California
$2.99M -$166K -327 -5%
CI
780
Ceera Investments
Texas
$2.97M – – –
TYCC
781
Texas Yale Capital Corp
Florida
$2.96M – – –
LT
782
Lindsell Train
United Kingdom
$2.94M – – –
CF
783
Collier Financial
Colorado
$2.93M +$2.99M +5,886 New
GP
784
Gallo Partners
New Jersey
$2.93M +$2.98M +5,881 New
MC
785
Mirabaud & Cie
Switzerland
$2.93M -$161K -318 -5%
SFA
786
Sequoia Financial Advisors
Ohio
$2.92M +$142K +279 +5%
PCG
787
Prosperity Consulting Group
Maryland
$2.88M +$277K +545 +10%
RPGK
788
Retirement Planning Group (Kansas)
Kansas
$2.87M +$11.2K +22 +0.4%
KNW
789
Kesler Norman & Wride
Utah
$2.86M +$138K +271 +5%
IUHSA
790
Itau Unibanco Holding S.A.
Brazil
$2.84M +$2.9M +5,711 New
ATC
791
Argent Trust Co
Tennessee
$2.84M +$18.3K +36 +0.6%
NO
792
Ninety One
South Africa
$2.83M -$22.8K -45 -0.8%
FRA
793
Frank Rimerman Advisors
California
$2.81M -$645K -1,272 -18%
LWCFA
794
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.81M -$106K -209 -4%
OC
795
Oppenheimer & Co
New York
$2.8M +$679K +1,338 +31%
HIP
796
Harrell Investment Partners
Texas
$2.79M +$262K +516 +10%
RCA
797
Resonant Capital Advisors
Wisconsin
$2.77M +$12.7K +25 +0.5%
WR
798
WD Rutherford
Oregon
$2.77M +$185K +365 +7%
PA
799
Parallel Advisors
California
$2.75M -$68K -134 -2%
FP
800
Factorial Partners
New York
$2.74M – – –
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