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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
776
Cyndeo Wealth Partners
Florida
$3M +$55.8K +110 +2%
TCOV
777
Trust Company of Vermont
Vermont
$3M -$120K -237 -4%
CSIC
778
Clifford Swan Investment Counsel
California
$2.99M -$166K -327 -5%
CI
779
Ceera Investments
Texas
$2.97M – – –
TYCC
780
Texas Yale Capital Corp
Florida
$2.96M – – –
LT
781
Lindsell Train
United Kingdom
$2.94M – – –
CF
782
Collier Financial
Colorado
$2.93M +$2.99M +5,886 New
GP
783
Gallo Partners
New Jersey
$2.93M +$2.98M +5,881 New
MC
784
Mirabaud & Cie
Switzerland
$2.93M -$161K -318 -5%
SFA
785
Sequoia Financial Advisors
Ohio
$2.92M +$142K +279 +5%
PCG
786
Prosperity Consulting Group
Maryland
$2.88M +$277K +545 +10%
RPGK
787
Retirement Planning Group (Kansas)
Kansas
$2.87M +$11.2K +22 +0.4%
KNW
788
Kesler Norman & Wride
Utah
$2.86M +$138K +271 +5%
IUHSA
789
Itau Unibanco Holding S.A.
Brazil
$2.84M +$2.9M +5,711 New
ATC
790
Argent Trust Co
Tennessee
$2.84M +$18.3K +36 +0.6%
NO
791
Ninety One
South Africa
$2.83M -$22.8K -45 -0.8%
FRA
792
Frank Rimerman Advisors
California
$2.81M -$645K -1,272 -18%
LWCFA
793
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.81M -$106K -209 -4%
OC
794
Oppenheimer & Co
New York
$2.8M +$679K +1,338 +31%
HIP
795
Harrell Investment Partners
Texas
$2.79M +$262K +516 +10%
RCA
796
Resonant Capital Advisors
Wisconsin
$2.77M +$12.7K +25 +0.5%
WR
797
WD Rutherford
Oregon
$2.77M +$185K +365 +7%
PA
798
Parallel Advisors
California
$2.75M -$68K -134 -2%
FP
799
Factorial Partners
New York
$2.74M – – –
MMA
800
Mizuho Markets Americas
New York
$2.72M -$3.38M -6,654 -55%
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