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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
KNW
776
Kesler Norman & Wride
Utah
$3.4M -$18.5K -37 -0.6%
VI
777
Vestcor Inc
New Brunswick, Canada
$3.38M +$149K +298 +5%
RSWM
778
Robertson Stephens Wealth Management
California
$3.36M +$709K +1,420 +29%
APWM
779
Argonautica Private Wealth Management
Massachusetts
$3.36M -$83.3K -167 -3%
MADR
780
Milestones Administradora de Recursos
Brazil
$3.35M – – –
VCM
781
Voleon Capital Management
California
$3.35M -$3.24M -6,500 -51%
FRA
782
Frank Rimerman Advisors
California
$3.35M +$400K +801 +14%
A
783
Argentarii
Ohio
$3.32M -$72.9K -146 -2%
MAS
784
Meeder Advisory Services
Ohio
$3.32M +$135K +270 +4%
NC
785
Northcape Capital
Australia
$3.3M +$3.13M +6,265 New
GAG
786
Goodman Advisory Group
Massachusetts
$3.3M +$1.73M +3,472 +125%
SIA
787
Soltis Investment Advisors
Utah
$3.29M +$2.84M +5,687 +1,025%
RCA
788
Resonant Capital Advisors
Wisconsin
$3.28M +$285K +572 +10%
WSC
789
Wellington Shields & Co
New York
$3.27M -$200K -400 -6%
FFA
790
First Foundation Advisors
California
$3.27M -$1.72M -3,448 -36%
CAC
791
Certified Advisory Corp
Florida
$3.25M -$38.4K -77 -1%
TCOV
792
Trust Company of Vermont
Vermont
$3.25M +$11K +22 +0.4%
CIAS
793
CFS Investment Advisory Services
New Jersey
$3.24M -$90.8K -182 -3%
MAM
794
Magellan Asset Management
Australia
$3.23M – – –
TYCC
795
Texas Yale Capital Corp
Florida
$3.21M +$46.9K +94 +2%
PA
796
Parallel Advisors
California
$3.2M +$157K +314 +5%
WJWM
797
Williams Jones Wealth Management
New York
$3.18M -$63.9K -128 -2%
MYLI
798
Meiji Yasuda Life Insurance
Japan
$3.17M -$15.9M -31,956 -84%
WR
799
WD Rutherford
Oregon
$3.16M -$162K -324 -5%
CSIC
800
Clifford Swan Investment Counsel
California
$3.15M -$19.5K -39 -0.6%