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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
OIS
851
Okabena Investment Services
Minnesota
$2.21M +$1.4M +3,318 +158%
FFA
852
Fragasso Financial Advisors
Pennsylvania
$2.21M -$30K -71 -1%
EIP
853
Easterly Investment Partners
Massachusetts
$2.2M +$2.28M +5,400 New
WWM
854
Waterway Wealth Management
Texas
$2.18M +$735K +1,741 +48%
KNW
855
Kesler Norman & Wride
Utah
$2.17M -$157K -372 -7%
SWP
856
Sagespring Wealth Partners
Tennessee
$2.16M +$62.1K +147 +3%
MYLI
857
Meiji Yasuda Life Insurance
Japan
$2.15M +$423K +1,001 +23%
Capstone Investment Advisors
858
Capstone Investment Advisors
New York
$2.13M -$3.03M -7,166 -58%
PP
859
Postrock Partners
Oregon
$2.13M +$8.02K +19 +0.4%
Dodge & Cox
860
Dodge & Cox
California
$2.12M -$84.5K -200 -4%
CWM
861
Chemistry Wealth Management
New York
$2.11M +$120K +283 +6%
SCP
862
Stamos Capital Partners
California
$2.1M +$92.1K +218 +4%
CAC
863
Certified Advisory Corp
Florida
$2.1M -$160K -379 -7%
CAM
864
Cypress Asset Management
Texas
$2.09M -$36.3K -86 -2%
MWA
865
Marathon Wealth Advisors
Massachusetts
$2.09M +$178K +422 +9%
SAM
866
Smartleaf Asset Management
Massachusetts
$2.05M – – –
CPIG
867
Chicago Partners Investment Group
Illinois
$2.04M +$152K +361 +8%
FRA
868
Frank Rimerman Advisors
California
$2.04M -$55.7K -132 -3%
Los Angeles Capital Management
869
Los Angeles Capital Management
California
$2.04M -$1.23M -2,903 -37%
VFM
870
Viking Fund Management
North Dakota
$2.04M – – –
ECP
871
Elwood Capital Partners
New York
$2.04M +$2.11M +5,000 New
PA
872
Pinnacle Associates
New York
$2.01M -$343K -812 -14%
PTP
873
Platform Technology Partners
New York
$2.01M +$154K +364 +8%
PA
874
PFW Advisors
Georgia
$1.98M +$1.82M +4,305 +758%
PWP
875
Private Wealth Partners
California
$1.97M -$1.08M -2,568 -35%