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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
AF
876
Allworth Financial
California
$6K +$6.27K +35 New
GWS
877
Glassman Wealth Services
Virginia
$5K – – –
OSAM
878
O'Shaughnessy Asset Management
Connecticut
$5K – – –
CIA
879
CSat Investment Advisory
Michigan
$5K +$1.79K +10 +50%
BCM
880
Brasada Capital Management
Texas
$4K – – –
SIS
881
Sound Income Strategies
Florida
$4K – – –
TAIM
882
TD Ameritrade Investment Management
Nebraska
$4K +$537 +3 +17%
CA
883
Claro Advisors
Massachusetts
$4K +$3.4K +19 New
APW
884
Acima Private Wealth
Virginia
$4K +$4.48K +25 New
FCA
885
FinTrust Capital Advisors
South Carolina
$4K +$4.48K +25 New
RWM
886
Raffa Wealth Management
District of Columbia
$3.4K – – –
WCM
887
WealthBridge Capital Management
Ohio
$3K +$3.4K +19 New
AC
888
Avestar Capital
New York
$2K +$358 +2 +11%
CCM
889
Copeland Capital Management
Pennsylvania
$2K +$1.61K +9 New
UFF
890
USA Financial Formulas
Michigan
$2K +$1.61K +9 New
HI
891
Hudock Inc
Pennsylvania
$1K – – –
GWMIA
892
Global Wealth Management Investment Advisory
Florida
$1K +$537 +3 New
CC
893
Claybrook Capital
Massachusetts
$1K +$717 +4 New
WDL
894
Well Done LLC
Michigan
$1K +$717 +4 New
Artisan Partners
895
Artisan Partners
Wisconsin
– -$82.6M -422,550 Closed
GQG Partners
896
GQG Partners
Florida
– -$48.4M -248,299 Closed
CCI
897
Columbus Circle Investors
– -$28.6M -146,330 Closed
CC
898
Capital Counsel
New York
– -$26.5M -135,753 Closed
CPC
899
Cookson Peirce & Co
Pennsylvania
– -$23.2M -118,945 Closed
FQ
900
First Quadrant
California
– -$21.8M -111,366 Closed