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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
801
Cary Street Partners Investment Advisory
Virginia
$2.27M +$603K +1,405 +38%
MHC
802
Meyer Handelman Company
New York
$2.26M -$1.86M -4,330 -46%
VFM
803
Viking Fund Management
North Dakota
$2.23M – – –
JGGDR
804
JGP Global Gestao de Recursos
Brazil
$2.23M +$858K +2,000 +67%
RSWM
805
Robertson Stephens Wealth Management
California
$2.23M +$66.9K +156 +3%
PA
806
Parallel Advisors
California
$2.22M -$20.2K -47 -0.9%
HIP
807
Harrell Investment Partners
Texas
$2.21M +$6.86K +16 +0.3%
WIM
808
Waverton Investment Management
United Kingdom
$2.21M -$41.2K -96 -2%
PBCM
809
Point Break Capital Management
Florida
$2.2M +$963K +2,245 +83%
AMM
810
American Money Management
California
$2.2M -$100K -234 -5%
SFA
811
Sequoia Financial Advisors
Ohio
$2.19M +$104K +243 +5%
WIA
812
World Investment Advisors
California
$2.18M +$1.21M +2,816 +136%
DL
813
DOHJ LLC
Washington
$2.18M +$91.8K +214 +5%
SIA
814
SkyView Investment Advisors
New Jersey
$2.16M +$275K +641 +15%
IA
815
IFP Advisors
Florida
$2.15M -$91.8K -214 -4%
CPBTD
816
Central Pacific Bank - Trust Division
Hawaii
$2.15M -$327K -763 -14%
APM
817
Advanced Portfolio Management
New York
$2.14M – – –
SM
818
Sciencast Management
New Jersey
$2.14M +$2.06M +4,798 New
PA
819
Profund Advisors
Maryland
$2.14M -$53.6K -125 -3%
FI
820
Fosun International
China
$2.14M – – –
PWM
821
Perigon Wealth Management
California
$2.13M +$65.2K +152 +3%
EBT
822
Enterprise Bank & Trust
Massachusetts
$2.12M -$8.58K -20 -0.4%
ICM
823
IMS Capital Management
Oregon
$2.12M +$12.9K +30 +0.7%
IEFM
824
IQ EQ Fund Management
Ireland
$2.11M +$375K +874 +23%
LSAG
825
Lake Street Advisors Group
New Hampshire
$2.11M +$12K +28 +0.6%
31 32
33
34 35