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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
876
Northcape Capital
Australia
$1.97M -$622K -1,474 -23%
TNA
877
True North Advisors
Texas
$1.96M -$103K -244 -5%
MAM
878
Madison Asset Management
Wisconsin
$1.94M +$492K +1,166 +32%
TSS
879
Two Sigma Securities
New York
$1.93M +$2M +4,737 New
WC
880
Westerkirk Capital
$1.93M – – –
EH
881
Equitable Holdings
New York
$1.93M -$148K -350 -7%
AWA
882
Aaron Wealth Advisors
Illinois
$1.92M +$317K +751 +18%
FNBOO
883
First National Bank of Omaha
Nebraska
$1.91M +$41K +97 +2%
PWM
884
Perigon Wealth Management
California
$1.9M -$46.5K -110 -2%
SWM
885
Sendero Wealth Management
Texas
$1.9M +$1.32M +3,135 +205%
RFA
886
Resurgent Financial Advisors
Georgia
$1.9M +$347K +821 +21%
WCM
887
Whitener Capital Management
North Carolina
$1.88M +$3.8K +9 +0.2%
MIA
888
MMBG Investment Advisors
Florida
$1.86M – – –
HBT
889
Hills Bank & Trust
Iowa
$1.85M -$28.7K -68 -1%
PA
890
PFG Advisors
Arizona
$1.83M – – –
HA
891
Herold Advisors
New York
$1.82M -$21.1K -50 -1%
GWMR
892
GC Wealth Management RIA
Massachusetts
$1.82M -$467K -1,105 -20%
TC
893
TownSquare Capital
Utah
$1.82M -$68.8K -163 -4%
OIA
894
OneDigital Investment Advisors
Kansas
$1.81M -$146K -346 -7%
IWA
895
Icon Wealth Advisors
Texas
$1.81M +$632K +1,496 +51%
WF
896
Welch & Forbes
Massachusetts
$1.8M +$14.4K +34 +0.8%
CWM
897
Cordatus Wealth Management
Pennsylvania
$1.79M +$7.6K +18 +0.4%
RSWM
898
Robertson Stephens Wealth Management
California
$1.78M -$452K -1,070 -20%
LFS
899
Lighthouse Financial Services
California
$1.77M +$201K +476 +13%
RB
900
Rodgers Brothers
Pennsylvania
$1.76M – – –
34 35
36
37 38