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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
976
Prospera Financial Services
Texas
$756K -$5.63K -16 -0.7%
SFP
977
Shepherd Financial Partners
Massachusetts
$756K +$3.52K +10 +0.5%
CG
978
Colony Group
Massachusetts
$750K -$513K -1,459 -40%
PSC
979
Portman Square Capital
United Kingdom
$738K – – –
WG
980
Winton Group
United Kingdom
$738K +$502K +1,425 +199%
LCM
981
Lattice Capital Management
Washington
$735K – – –
CT
982
Coastline Trust
Rhode Island
$733K -$22.9K -65 -3%
TP
983
Tranquility Partners
Tennessee
$733K -$10.6K -30 -1%
ISL
984
Ingalls & Snyder LLC
New York
$731K +$106K +300 +16%
WPW
985
Waldron Private Wealth
Pennsylvania
$728K +$61.6K +175 +9%
FAM
986
Formidable Asset Management
Ohio
$724K +$739K +2,100 New
GDP
987
Great Diamond Partners
Maine
$724K +$7.39K +21 +1%
TWI
988
Thomas White International
Illinois
$723K – – –
QI
989
Qtron Investments
Massachusetts
$720K +$207K +588 +39%
MOS
990
MGO One Seven
Ohio
$720K +$55.6K +158 +8%
MW
991
Marcum Wealth
Ohio
$719K +$402K +1,142 +121%
CT
992
Colonial Trust
South Carolina
$719K -$17.6K -50 -2%
VSQM
993
V-Square Quantitative Management
Illinois
$718K +$733K +2,083 New
HH
994
Hilltop Holdings
Texas
$717K -$8.8K -25 -1%
SCM
995
Shelton Capital Management
Colorado
$714K +$1.06K +3 +0.1%
PFG
996
PAX Financial Group
Texas
$714K +$17.9K +51 +3%
RCAG
997
Rehmann Capital Advisory Group
Michigan
$713K -$11.3K -32 -2%
FWCM
998
Ferguson Wellman Capital Management
Oregon
$710K -$9.85K -28 -1%
NAM
999
NorthCrest Asset Manangement
Minnesota
$710K +$286K +813 +65%
CWP
1000
Cyndeo Wealth Partners
Florida
$708K +$170K +483 +31%
38 39
40
41 42