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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1226
Permanent Capital Management
Illinois
$871K -$15.3K -31 -2%
FCM
1227
Fortis Capital Management
Washington
$866K -$19.8K -40 -2%
Arrowstreet Capital
1228
Arrowstreet Capital
Massachusetts
$861K +$815K +1,648 New
GIA
1229
Gladstone Institutional Advisory
Florida
$860K -$555K -1,121 -41%
EHC
1230
Everett Harris & Co
California
$858K -$180K -363 -18%
SB
1231
Sunflower Bank
Texas
$858K -$41.1K -83 -5%
IEFM
1232
IQ EQ Fund Management
Ireland
$856K -$21.3K -43 -3%
CI
1233
Conning Inc
Connecticut
$855K +$21.8K +44 +3%
CW
1234
CreativeOne Wealth
Kansas
$849K -$94K -190 -10%
GFG
1235
Goldstone Financial Group
Illinois
$846K +$75.7K +153 +10%
JCM
1236
Jacobsen Capital Management
Utah
$837K -$19.8K -40 -2%
VAS
1237
Valicenti Advisory Services
New York
$836K – – –
BB
1238
Bell Bank
North Dakota
$835K -$24.2K -49 -3%
CP
1239
Covenant Partners
Tennessee
$832K +$5.94K +12 +0.8%
CFP
1240
Catalyst Financial Partners
Massachusetts
$832K +$64.8K +131 +9%
TPI
1241
Trust Point Inc
Wisconsin
$831K -$70.8K -143 -8%
BWP
1242
Burling Wealth Partners
Illinois
$827K -$90.1K -182 -10%
CWM
1243
Circle Wealth Management
New Jersey
$824K +$12.9K +26 +2%
MIM
1244
Moseley Investment Management
Florida
$822K – – –
OWA
1245
Opal Wealth Advisors
New York
$820K +$6.93K +14 +0.9%
DLA
1246
Douglas Lane & Associates
New York
$819K -$1.48K -3 -0.2%
SSCM
1247
Sovereign's Capital Management
Georgia
$817K -$91.5K -185 -11%
SL
1248
SFM LLC
New Hampshire
$817K +$3.96K +8 +0.5%
HHCP
1249
Hilton Head Capital Partners
South Carolina
$816K +$773K +1,562 New
LAM
1250
L2 Asset Management
Massachusetts
$813K +$30.7K +62 +4%