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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
HCMG
1401
Howard Capital Management Group
California
$208K
JMFC
1402
J.M. Forbes & Co
Massachusetts
$208K
LSA
1403
Leonteq Securities AG
Switzerland
$208K +$73.9K +188 +49%
TIA
1404
Tandem Investment Advisors
South Carolina
$208K +$20.1K +51 +10%
DPI
1405
Diversified Portfolios Inc
Michigan
$207K +$393 +1 +0.2%
GVAG
1406
Great Valley Advisor Group
Delaware
$207K +$14.5K +37 +7%
DOA
1407
D'Orazio & Associates
Virginia
$207K +$223K +567 New
SIC
1408
Sigma Investment Counselors
Michigan
$207K +$20.8K +53 +10%
VVP
1409
Venture Visionary Partners
Ohio
$205K -$786 -2 -0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1410
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$204K +$1.97K +5 +0.9%
SIC
1411
Salem Investment Counselors
North Carolina
$204K
IAIM
1412
International Assets Investment Management
Florida
$202K +$13.8K +35 +7%
BFG
1413
Bouchey Financial Group
New York
$201K
IWA
1414
IVC Wealth Advisors
Pennsylvania
$201K
ICP
1415
Interchange Capital Partners
Pennsylvania
$201K +$216K +549 New
FA
1416
Financial Alternatives
California
$200K
FP
1417
Financial Perspectives
Minnesota
$190K
KFI
1418
Key Financial Inc
Pennsylvania
$185K
FCAS
1419
First Command Advisory Services
Texas
$183K +$197K +501 New
MIM
1420
Meridiem Investment Management
United Kingdom
$183K
HI
1421
Hendershot Investments
Virginia
$182K
PB
1422
Pinnacle Bancorp
Nebraska
$174K
BONH
1423
Bank of New Hampshire
New Hampshire
$173K
GRP
1424
Global Retirement Partners
California
$169K -$5.11K -13 -3%
LTI
1425
Laffer Tengler Investments
Tennessee
$169K