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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
N
976
Numerai
California
$1.3M +$639K +1,514 +91%
YIA
977
YHB Investment Advisors
Connecticut
$1.29M +$804K +1,903 +152%
CL
978
CVFG LLC
Indiana
$1.29M -$130K -309 -9%
SCI
979
Stableford Capital II
Arizona
$1.29M -$9.29K -22 -0.7%
BCM
980
Brasada Capital Management
Texas
$1.28M -$122K -288 -8%
KPPF
981
Klein Pavlis & Peasley Financial
California
$1.28M +$206K +487 +18%
CT
982
ClearAlpha Technologies
Connecticut
$1.28M +$647K +1,531 +95%
RS
983
R Squared
Hong Kong
$1.27M +$477K +1,129 +56%
CCG
984
Cypress Capital Group
Florida
$1.26M -$323K -766 -20%
SGI
985
Swan Global Investments
Colorado
$1.26M +$1.3M +3,086 New
PAM
986
Panagora Asset Management
Massachusetts
$1.26M -$518K -1,226 -28%
GLR
987
Great Lakes Retirement
Ohio
$1.24M -$38.9K -92 -3%
CI
988
Cooper Investors
Australia
$1.24M – – –
SFCL
989
Strengthening Families & Communities LLC
Massachusetts
$1.24M +$103K +243 +9%
CIM
990
Cambria Investment Management
California
$1.23M +$605K +1,433 +91%
TPCW
991
TD Private Client Wealth
New York
$1.23M +$108K +255 +9%
SOAM
992
SBI Okasan Asset Management
Japan
$1.23M – – –
BTW
993
Boston Trust Walden
Massachusetts
$1.22M -$174K -411 -12%
MO
994
McMillan Office
Michigan
$1.22M – – –
HKAM
995
Horizon Kinetics Asset Management
New York
$1.21M -$329K -780 -21%
DT
996
Diversified Trust
Tennessee
$1.21M -$53.2K -126 -4%
NPA
997
Nichols & Pratt Advisers
Massachusetts
$1.21M – – –
EWM
998
Evercore Wealth Management
New York
$1.2M -$1.69K -4 -0.1%
WCA
999
Waratah Capital Advisors
Ontario, Canada
$1.2M +$1.25M +2,951 New
HSA
1000
HBK Sorce Advisory
Pennsylvania
$1.19M -$52.8K -125 -4%
38 39
40
41 42