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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
526
HB Wealth Management
Georgia
$9.29M -$21.4K -40 -0.2%
GIA
527
Gateway Investment Advisers
Ohio
$9.26M -$265K -495 -3%
MIM
528
Morningstar Investment Management
Illinois
$9.15M +$10.1M +18,792 New
KA
529
Kintegral Advisory
New York
$9.09M -$45K -84 -0.4%
LCS
530
Levin Capital Strategies
New York
$9.07M +$9.52M +17,776 +2,089%
GI
531
GAMCO Investors
Connecticut
$9.05M -$699K -1,305 -7%
NB
532
NBT Bank
New York
$8.98M -$533K -996 -5%
FHC
533
First Horizon Corporation
Tennessee
$8.93M +$9.82M +18,347 New
CFB
534
Cullen/Frost Bankers
Texas
$8.92M -$6.59M -12,314 -40%
HIMCH
535
Hartford Investment Management Co (HIMCO)
Connecticut
$8.92M -$335K -625 -3%
BPC
536
Banque Pictet & Cie
Switzerland
$8.88M +$1.01M +1,890 +12%
CG
537
Caprock Group
Idaho
$8.85M +$8.63M +16,113 New
SCM
538
Silvant Capital Management
Georgia
$8.83M +$374K +699 +4%
SRC
539
Stone Run Capital
New York
$8.79M -$565K -1,056 -6%
TF
540
Threadgill Financial
Texas
$8.73M -$31.6K -59 -0.3%
HCPC
541
Hamilton Capital Partners (Canada)
$8.69M +$3.28M +6,133 +52%
PIM
542
Penobscot Investment Management
Massachusetts
$8.63M -$151K -282 -2%
PAM
543
Peninsula Asset Management
Florida
$8.6M -$80.3K -150 -0.8%
CP
544
CenterBook Partners
Connecticut
$8.59M +$9.46M +17,659 New
MGWM
545
Marks Group Wealth Management
Minnesota
$8.59M -$457K -854 -5%
AIM
546
Achmea Investment Management
Netherlands
$8.53M – – –
BFS
547
Bradley Foster & Sargent
Connecticut
$8.5M -$497K -929 -5%
JCM
548
Janney Capital Management
Pennsylvania
$8.38M +$912K +1,703 +11%
CLGM
549
Capitolis Liquid Global Markets
New York
$8.32M – – –
S
550
SignatureFD
Georgia
$8.31M +$5.15M +9,611 +129%
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