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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
801
Ashford Capital Management
Delaware
$1.42M -$46.5K -141 -3%
ICM
802
IMS Capital Management
Oregon
$1.42M -$3.3K -10 -0.2%
AWM
803
Avitas Wealth Management
California
$1.41M +$4.62K +14 +0.3%
PCM
804
Parsons Capital Management
Rhode Island
$1.41M -$153K -465 -10%
AWM
805
Apollon Wealth Management
South Carolina
$1.4M -$166K -504 -11%
IEFM
806
IQ EQ Fund Management
Ireland
$1.4M -$320K -972 -19%
SIM
807
Sterling Investment Management
Arizona
$1.39M -$90.3K -274 -6%
BFC
808
Blue Fin Capital
Rhode Island
$1.37M -$36.6K -111 -3%
QCM
809
Quantinno Capital Management
New York
$1.37M +$58.3K +177 +5%
CI
810
Cigna Investments
Connecticut
$1.37M -$20.8K -63 -2%
PA
811
Profund Advisors
Maryland
$1.37M +$94.9K +288 +8%
CIC
812
Cutler Investment Counsel
Oregon
$1.37M – – –
NPA
813
Nichols & Pratt Advisers
Massachusetts
$1.36M – – –
JCM
814
Jacobsen Capital Management
Utah
$1.35M -$120K -364 -8%
MAS
815
Meeder Advisory Services
Ohio
$1.35M +$1.33M +4,022 New
AWC
816
Abundance Wealth Counselors
Pennsylvania
$1.35M +$47.1K +143 +4%
EM
817
Excalibur Management
Massachusetts
$1.34M – – –
HFA
818
Harbert Fund Advisors
Alabama
$1.34M +$1.32M +4,000 New
CCM
819
Coldstream Capital Management
Washington
$1.34M +$1.32M +3,999 New
AT
820
Arden Trust
Delaware
$1.34M -$16.5K -50 -1%
LWCFA
821
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.33M -$251K -762 -16%
RI
822
Redwood Investments
Massachusetts
$1.32M -$32.3K -98 -2%
TAM
823
Trust Asset Management
Texas
$1.32M – – –
SWM
824
Spire Wealth Management
Virginia
$1.32M -$46.1K -140 -3%
LCM
825
Legato Capital Management
California
$1.31M +$1.29M +3,924 New
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33
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