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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
1251
First Command Financial Services
Texas
$402K +$138K +340 +53%
CWA
1252
Cornerstone Wealth Advisors
Minnesota
$400K – – –
HFM
1253
Harvest Fund Management
China
$399K -$152K -372 -28%
ACH
1254
ArrowMark Colorado Holdings
Colorado
$399K +$396K +973 New
EAM
1255
Empirical Asset Management
Massachusetts
$398K +$173K +425 +78%
VIM
1256
VELA Investment Management
Ohio
$397K – – –
FFA
1257
Founders Financial Alliance
North Carolina
$396K +$12.2K +30 +3%
WMA
1258
West Michigan Advisors
Michigan
$395K +$109K +267 +38%
CPIG
1259
Chicago Partners Investment Group
Illinois
$394K +$123K +301 +34%
BWM
1260
Bulltick Wealth Management
Florida
$388K +$386K +947 New
RPWA
1261
Regent Peak Wealth Advisors
Georgia
$388K +$106K +260 +38%
KCM
1262
Kathmere Capital Management
Pennsylvania
$388K +$385K +946 New
VCA
1263
Verdence Capital Advisors
Maryland
$387K +$2.04K +5 +0.5%
SIG
1264
Stonegate Investment Group
Alabama
$384K +$126K +310 +49%
MAM
1265
Magellan Asset Management
Australia
$383K +$132K +325 +53%
OWP
1266
Obermeyer Wealth Partners
Colorado
$383K +$380K +934 New
LW
1267
Linscomb Wealth
Texas
$382K +$379K +931 New
EHC
1268
Everett Harris & Co
California
$381K – – –
WI
1269
WrapManager Inc
California
$381K +$166K +407 +78%
PTC
1270
Philadelphia Trust Company
Pennsylvania
$380K -$40.7K -100 -10%
RIM
1271
Regent Investment Management
Kentucky
$379K – – –
CCM
1272
Compton Capital Management
Rhode Island
$377K – – –
OHWP
1273
Oak Harbor Wealth Partners
North Carolina
$377K +$374K +918 New
AC
1274
Annandale Capital
Texas
$374K +$4.48K +11 +1%
TIA
1275
Traphagen Investment Advisors
New Jersey
$373K +$85.5K +210 +30%
49 50
51
52 53