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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1001
Brasada Capital Management
Texas
$1.49M -$5.01M -10,787 -76%
CL
1002
CVFG LLC
Indiana
$1.48M +$614K +1,323 +62%
MA
1003
Montag & Associates
Georgia
$1.47M – – –
FBT
1004
First Bankers Trust
Kentucky
$1.47M +$1.61M +3,465 New
DAM
1005
Deltec Asset Management
New York
$1.47M +$464K +1,000 +41%
MG
1006
Mather Group
Illinois
$1.46M -$558K -1,201 -26%
CCMG
1007
Connecticut Capital Management Group
Connecticut
$1.46M +$464 +1 +0%
BTW
1008
Boston Trust Walden
Massachusetts
$1.45M – – –
SRC
1009
Sage Rhino Capital
California
$1.45M +$961K +2,071 +156%
MSFS
1010
Main Street Financial Solutions
Pennsylvania
$1.44M -$53.4K -115 -3%
IMRF
1011
Illinois Municipal Retirement Fund
Illinois
$1.42M -$422K -909 -21%
GKIM
1012
GW&K Investment Management
Massachusetts
$1.42M -$5.57K -12 -0.4%
TC
1013
TwinBeech Capital
New York
$1.42M +$1.55M +3,342 New
KJHP
1014
K.J. Harrison & Partners
Ontario, Canada
$1.4M -$464K -1,000 -23%
LF
1015
LifePlan Financial
Minnesota
$1.4M +$549K +1,183 +56%
UAS
1016
United Asset Strategies
New York
$1.39M -$20.9K -45 -1%
BT
1017
Banque Transatlantique
France
$1.38M +$1.31M +2,822 +680%
SWM
1018
Silverlake Wealth Management
Vermont
$1.37M -$1.86K -4 -0.1%
Kovitz Investment Group Partners
1019
Kovitz Investment Group Partners
Illinois
$1.37M -$30.6K -66 -2%
AWP
1020
Abacus Wealth Partners
California
$1.35M -$231K -498 -14%
EPW
1021
Evolve Private Wealth
California
$1.35M +$653K +1,407 +79%
SCI
1022
Stableford Capital II
Arizona
$1.35M +$1.48M +3,179 New
RWM
1023
Rench Wealth Management
Texas
$1.35M +$425K +916 +41%
BHC
1024
Bull Harbor Capital
Maryland
$1.35M +$1.47M +3,169 New
WA
1025
Wealth Alliance
New York
$1.35M +$61.7K +133 +4%