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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SI
901
Sora Investors
Pennsylvania
$1.75M -$25.3M -60,011 -93%
TAM
902
Tealwood Asset Management
Minnesota
$1.72M -$7.18K -17 -0.4%
PC
903
Permanens Capital
New York
$1.71M +$1.24M +2,939 +235%
LCAM
904
London & Capital Asset Management
United Kingdom
$1.7M +$11.8K +28 +0.7%
LAIC
905
Lederer & Associates Investment Counsel
California
$1.7M +$3.38K +8 +0.2%
WPC
906
Wedmont Private Capital
Pennsylvania
$1.7M -$185K -439 -10%
Envestnet Portfolio Solutions
907
Envestnet Portfolio Solutions
Illinois
$1.69M -$296K -702 -14%
FFG
908
Fortem Financial Group
California
$1.69M +$130K +309 +8%
AIC
909
Argus Investors Counsel
New York
$1.68M -$42.7K -101 -2%
F8IS
910
Figure 8 Investment Strategies
Idaho
$1.66M -$95K -225 -5%
BWM
911
BKM Wealth Management
Wisconsin
$1.65M +$153K +363 +10%
EM
912
Excalibur Management
Massachusetts
$1.65M
AG
913
Ascent Group
Virginia
$1.65M +$40.1K +95 +2%
PCM
914
Parsons Capital Management
Rhode Island
$1.64M +$43.1K +102 +3%
FLPIM
915
F.L. Putnam Investment Management
Massachusetts
$1.63M +$788K +1,867 +87%
TRCT
916
Tower Research Capital (TRC)
New York
$1.62M -$2.3M -5,456 -58%
RMDI
917
R.M. Davis Inc
Maine
$1.62M -$1.27K -3 -0.1%
FPAS
918
Focus Partners Advisor Solutions
Missouri
$1.62M -$1.52M -3,610 -48%
CCFCSB
919
Cape Cod Five Cents Savings Bank
Massachusetts
$1.61M +$1.67M +3,958 New
DWT
920
Dorsey & Whitney Trust
South Dakota
$1.61M +$17.3K +41 +1%
AIM
921
Aigen Investment Management
New York
$1.6M +$1.65M +3,919 New
PCG
922
Prosperity Consulting Group
Maryland
$1.6M -$16K -38 -1%
CFM
923
Catalyst Funds Management
Australia
$1.59M -$458K -1,085 -22%
LF
924
LifePlan Financial
Minnesota
$1.58M +$257K +608 +19%
OC
925
Oppenheimer & Co
New York
$1.58M -$636K -1,506 -28%