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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1101
ASO Group
$1.2M +$1.14M +2,299 New
RAM
1102
Ramirez Asset Management
New York
$1.2M – – –
LS
1103
Livforsakringsbolaget Skandia
Sweden
$1.2M -$59.4K -120 -5%
BAAM
1104
Baker Avenue Asset Management
California
$1.19M +$34.6K +70 +3%
HCM
1105
Howard Capital Management
Georgia
$1.19M +$5.94K +12 +0.5%
SCP
1106
Stevens Capital Partners
Nebraska
$1.19M +$23.8K +48 +2%
LC
1107
Lincoln Capital
Nebraska
$1.18M -$2.47K -5 -0.2%
RWM
1108
Rench Wealth Management
Texas
$1.18M +$894K +1,807 +400%
IFWM
1109
Institute for Wealth Management
Colorado
$1.18M +$336K +679 +43%
AF
1110
Advisornet Financial
Minnesota
$1.17M +$3.96K +8 +0.4%
SF
1111
Sun Financial
Utah
$1.17M +$1.11M +2,245 New
GC
1112
Guilbault Capital
Louisiana
$1.17M +$1.11M +2,240 New
FI
1113
Finivi Inc
Massachusetts
$1.17M +$495 +1 +0%
C
1114
Certuity
Florida
$1.16M -$66.8K -135 -6%
SWM
1115
SHP Wealth Management
Massachusetts
$1.16M +$1.1M +2,221 New
VFA
1116
Values First Advisors
Tennessee
$1.16M +$157K +317 +17%
LWAM
1117
Legacy Wealth Asset Management
Minnesota
$1.15M +$48K +97 +5%
WFA
1118
Wellspring Financial Advisors
Ohio
$1.15M +$737K +1,490 +212%
SAM
1119
Synergy Asset Management
Washington
$1.15M -$11.6M -23,501 -91%
NP
1120
NorthRock Partners
Minnesota
$1.14M -$1.69M -3,414 -61%
CGL
1121
Clarius Group LLC
Washington
$1.14M -$10.4K -21 -0.9%
CI
1122
Cooper Investors
Australia
$1.14M +$232K +468 +27%
CT
1123
Colonial Trust
South Carolina
$1.14M -$19.8K -40 -2%
FBT
1124
First Bank & Trust
South Dakota
$1.14M -$26.7K -54 -2%
IIC
1125
Ironwood Investment Counsel
Arizona
$1.13M -$2.97K -6 -0.3%
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