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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
876
Glassman Wealth Services
Virginia
$5K
OSAM
877
O'Shaughnessy Asset Management
Connecticut
$5K
CIA
878
CSat Investment Advisory
Michigan
$5K +$1.79K +10 +50%
BCM
879
Brasada Capital Management
Texas
$4K
SIS
880
Sound Income Strategies
Florida
$4K
TAIM
881
TD Ameritrade Investment Management
Nebraska
$4K +$537 +3 +17%
CA
882
Claro Advisors
Massachusetts
$4K +$3.4K +19 New
APW
883
Acima Private Wealth
Virginia
$4K +$4.48K +25 New
FCA
884
FinTrust Capital Advisors
South Carolina
$4K +$4.48K +25 New
RWM
885
Raffa Wealth Management
District of Columbia
$3.4K
WCM
886
WealthBridge Capital Management
Ohio
$3K +$3.4K +19 New
AC
887
Avestar Capital
New York
$2K +$358 +2 +11%
CCM
888
Copeland Capital Management
Pennsylvania
$2K +$1.61K +9 New
UFF
889
USA Financial Formulas
Michigan
$2K +$1.61K +9 New
HI
890
Hudock Inc
Pennsylvania
$1K
GWMIA
891
Global Wealth Management Investment Advisory
Florida
$1K +$537 +3 New
CC
892
Claybrook Capital
Massachusetts
$1K +$717 +4 New
WDL
893
Well Done LLC
Michigan
$1K +$717 +4 New
Artisan Partners
894
Artisan Partners
Wisconsin
-$82.6M -422,550 Closed
GQG Partners
895
GQG Partners
Florida
-$48.4M -248,299 Closed
CCI
896
Columbus Circle Investors
-$28.6M -146,330 Closed
CC
897
Capital Counsel
New York
-$26.5M -135,753 Closed
CPC
898
Cookson Peirce & Co
Pennsylvania
-$23.2M -118,945 Closed
FQ
899
First Quadrant
California
-$21.8M -111,366 Closed
SI
900
Scout Investments
Missouri
-$20.3M -103,764 Closed