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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
801
Element Capital Management
New York
$1.95M +$1.93M +4,742 New
WCM
802
Whitener Capital Management
North Carolina
$1.93M – – –
GWM
803
GDS Wealth Management
Texas
$1.9M +$1.98M +4,872 New
AAP
804
Arax Advisory Partners
Colorado
$1.89M +$1.12M +2,759 +149%
SKK
805
Shepherd Kaplan Krochuk
Massachusetts
$1.88M -$6.52K -16 -0.3%
RI
806
Redwood Investments
Massachusetts
$1.88M -$17.9K -44 -1%
AIM
807
Anchor Investment Management
South Carolina
$1.87M +$8.55K +21 +0.5%
ASBI
808
American State Bank (Iowa)
Iowa
$1.87M +$112K +275 +6%
SBL
809
Sargent Bickham Lagudis
Colorado
$1.86M +$1.8M +4,424 +4,380%
FNBOMD
810
First National Bank of Mount Dora
Florida
$1.85M +$127K +312 +7%
CAM
811
Cypress Asset Management
Texas
$1.84M +$165K +404 +10%
AT
812
Arden Trust
Delaware
$1.84M +$744K +1,826 +69%
VCM
813
Virtue Capital Management
Tennessee
$1.83M +$1.52M +3,743 +523%
MAM
814
Meeder Asset Management
Ohio
$1.82M +$1.81M +4,445 New
AF
815
Alerus Financial
North Dakota
$1.82M +$791K +1,943 +78%
BTW
816
Boston Trust Walden
Massachusetts
$1.82M -$300K -736 -14%
AA
817
ALPS Advisors
Colorado
$1.81M -$305K -748 -14%
EF
818
Empowered Funds
Pennsylvania
$1.81M +$596K +1,464 +50%
LT
819
Lindsell Train
United Kingdom
$1.8M – – –
ACM
820
Ashford Capital Management
Delaware
$1.8M +$1.78M +4,381 New
BB
821
Bell Bank
North Dakota
$1.8M +$1.78M +4,382 New
P
822
Pitcairn
Pennsylvania
$1.78M +$1.19M +2,918 +205%
PWAG
823
Polaris Wealth Advisory Group
California
$1.78M -$24.8K -61 -1%
PTC
824
Private Trust Company
Ohio
$1.77M +$105K +257 +6%
CCMG
825
Clark Capital Management Group
Pennsylvania
$1.76M -$228K -559 -12%
31 32
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