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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1026
Teza Capital Management
Illinois
$401K +$51.9K +135 +16%
IIC
1027
Ironwood Investment Counsel
Arizona
$400K -$21.1K -55 -5%
JSC
1028
Jackson Square Capital
California
$399K – – –
CANY
1029
Caxton Associates (New York)
New York
$399K +$374K +973 New
CP
1030
Castleview Partners
Texas
$398K +$372K +969 New
CWA
1031
Cornerstone Wealth Advisors
Minnesota
$394K +$367K +955 New
FF
1032
FourThought Financial
Florida
$393K -$15.4K -40 -4%
HIA
1033
Harbor Investment Advisory
Maryland
$393K -$1.15K -3 -0.3%
WAM
1034
Wolverine Asset Management
Illinois
$391K -$225K -585 -38%
RWM
1035
Ritholtz Wealth Management
New York
$391K +$366K +953 New
CB
1036
Cadence Bank
Mississippi
$390K +$7.3K +19 +2%
CCM
1037
Carlson Capital Management
Minnesota
$389K -$1.92K -5 -0.5%
LOAME
1038
Lombard Odier Asset Management (Europe)
United Kingdom
$387K -$307K -800 -46%
BL
1039
Balentine LLC
Georgia
$387K +$73.8K +192 +26%
WA
1040
Wealth Alliance
New York
$387K +$113K +293 +45%
TWM
1041
TriaGen Wealth Management
California
$385K +$2.31K +6 +0.7%
RIM
1042
Regent Investment Management
Kentucky
$384K -$89.5K -233 -20%
HI
1043
Harbour Investments
Wisconsin
$384K -$13.1K -34 -4%
G
1044
Gainplan
Michigan
$383K +$359K +933 New
EHC
1045
Everett Harris & Co
California
$382K – – –
CFG
1046
Cooper Financial Group
California
$382K +$17.7K +46 +5%
SWP
1047
Strategic Wealth Partners
Ohio
$381K +$357K +929 New
CCM
1048
Compton Capital Management
Rhode Island
$378K – – –
WJWM
1049
Williams Jones Wealth Management
New York
$372K +$1.15K +3 +0.3%
FFA
1050
Founders Financial Alliance
North Carolina
$371K +$769 +2 +0.2%
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