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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
GP
901
Geneva Partners
Wisconsin
$972K +$942K +2,060 New
MPM
902
MBB Public Markets
Illinois
$967K +$937K +2,049 New
RCAG
903
Rehmann Capital Advisory Group
Michigan
$966K -$1.37K -3 -0.1%
IC
904
Inverness Counsel
New York
$964K -$388K -848 -29%
ACI
905
Alpha Cubed Investments
California
$963K
PFS
906
Prospera Financial Services
Texas
$960K -$83.7K -183 -8%
PFG
907
PAX Financial Group
Texas
$957K -$16K -35 -2%
ARMT
908
Amica Retiree Medical Trust
Rhode Island
$957K
NL
909
NVWM LLC
Pennsylvania
$952K +$923K +2,017 New
SP
910
Symmetry Partners
Connecticut
$950K -$39.3K -86 -4%
PIA
911
Pinion Investment Advisors
Kansas
$948K +$48.5K +106 +6%
RCA
912
Roberts Capital Advisors
Colorado
$948K +$919K +2,009 New
ONB
913
Old National Bancorp
Indiana
$947K +$3.2K +7 +0.4%
FWCM
914
Ferguson Wellman Capital Management
Oregon
$946K -$103K -225 -10%
CA
915
Cetera Advisors
Colorado
$942K -$65.9K -144 -7%
MWM
916
Modera Wealth Management
New Jersey
$941K +$912K +1,993 New
CAL
917
Capital Analysts LLC
Pennsylvania
$940K +$63.6K +139 +8%
Federated Hermes
918
Federated Hermes
Pennsylvania
$939K +$165K +361 +22%
VWM
919
Venturi Wealth Management
Texas
$936K -$62.2K -136 -6%
COPPSERS
920
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$934K -$84.2K -184 -9%
MPW
921
Monterey Private Wealth
California
$933K +$915 +2 +0.1%
DWT
922
Dorsey & Whitney Trust
South Dakota
$922K +$64K +140 +8%
RMCM
923
Reynders McVeigh Capital Management
Massachusetts
$920K -$22.9K -50 -3%
ISL
924
Ingalls & Snyder LLC
New York
$920K +$45.3K +99 +5%
DA
925
DCM Advisors
New York
$916K -$11K -24 -1%