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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1226
Sepio Capital
Utah
$789K – – –
CA
1227
Continuum Advisory
Idaho
$787K -$14.3K -28 -2%
ST
1228
Spinnaker Trust
Maine
$781K – – –
EP
1229
Edgestream Partners
New Jersey
$780K -$98.6K -193 -11%
PA
1230
Prossimo Advisors
California
$775K +$511 +1 +0.1%
TPCW
1231
TD Private Client Wealth
New York
$774K -$43.9K -86 -5%
FCM
1232
Fieldview Capital Management
Michigan
$773K +$777K +1,521 New
YIH
1233
Y-Intercept (HK)
Hong Kong
$771K +$776K +1,518 New
FNBT
1234
FineMark National Bank & Trust
Florida
$770K -$16.4K -32 -2%
CG
1235
Cynosure Group
Utah
$769K +$47K +92 +6%
CT
1236
Caldwell Trust
Florida
$768K +$72K +141 +10%
ST
1237
Sageworth Trust
Pennsylvania
$764K +$2.04K +4 +0.3%
CA
1238
CoreCap Advisors
Michigan
$763K +$210K +411 +38%
BOTPPF
1239
Board of the Pension Protection Fund
United Kingdom
$762K +$664K +1,300 +650%
FMLI
1240
Fukoku Mutual Life Insurance
Japan
$761K – – –
CCA
1241
Conestoga Capital Advisors
Pennsylvania
$760K +$10.2K +20 +1%
QWP
1242
Quotient Wealth Partners
Texas
$759K +$32.2K +63 +4%
NRW
1243
Nova R Wealth
Kansas
$758K – – –
FCM
1244
Fortis Capital Management
Washington
$755K -$6.64K -13 -0.9%
USCWA
1245
U.S. Capital Wealth Advisors
Texas
$754K +$347K +680 +85%
LCWP
1246
Legacy Capital Wealth Partners
Arkansas
$753K -$111K -217 -13%
C
1247
Certuity
Florida
$752K +$69.5K +136 +10%
AIA
1248
AssuredPartners Investment Advisors
Florida
$751K -$15.3K -30 -2%
RSC
1249
Red Spruce Capital
Pennsylvania
$745K -$61.3K -120 -8%
FMWA
1250
Forvis Mazars Wealth Advisors
Missouri
$744K -$3.58K -7 -0.5%