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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
801
Certified Advisory Corp
Florida
$3.17M -$37.8K -74 -1%
TSMHT
802
Thurston Springer Miller Herd & Titak
Indiana
$3.16M +$759K +1,485 +31%
SBFM
803
S-Bank Fund Management
Finland
$3.14M +$3.16M +6,184 New
WJWM
804
Williams Jones Wealth Management
New York
$3.13M +$4.6K +9 +0.1%
GH
805
GAM Holding
Switzerland
$3.13M +$549K +1,074 +21%
TCOV
806
Trust Company of Vermont
Vermont
$3.12M +$56.2K +110 +2%
MAM
807
Magellan Asset Management
Australia
$3.12M +$3.13M +6,133 New
AAP
808
Arax Advisory Partners
Colorado
$3.11M -$1.26M -2,468 -29%
VI
809
Vestcor Inc
New Brunswick, Canada
$3.11M +$22K +43 +0.7%
MAS
810
Meeder Advisory Services
Ohio
$3.06M +$325K +636 +12%
CSIC
811
Clifford Swan Investment Counsel
California
$3.05M +$1.53K +3 +0%
TYCC
812
Texas Yale Capital Corp
Florida
$3.04M +$20.9K +41 +0.7%
CI
813
Ceera Investments
Texas
$3.03M +$8.69K +17 +0.3%
MC
814
Mirabaud & Cie
Switzerland
$3.03M +$42.9K +84 +1%
AMM
815
American Money Management
California
$3.03M +$517K +1,012 +20%
ATC
816
Argent Trust Co
Tennessee
$3M +$105K +205 +4%
LT
817
Lindsell Train
United Kingdom
$3M – – –
CF
818
Collier Financial
Colorado
$2.99M – – –
WR
819
WD Rutherford
Oregon
$2.98M +$389K +761 +14%
IB
820
Intrust Bank
Kansas
$2.95M +$197K +385 +7%
PA
821
Parallel Advisors
California
$2.93M +$116K +227 +4%
Fisher Asset Management
822
Fisher Asset Management
Washington
$2.92M -$312K -611 -10%
RPGK
823
Retirement Planning Group (Kansas)
Kansas
$2.92M -$10.2K -20 -0.3%
A
824
AlphaQuest
New York
$2.91M +$468K +915 +19%
RCA
825
Resonant Capital Advisors
Wisconsin
$2.87M +$37.8K +74 +1%