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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
551
Bar Harbor Wealth Management
New Hampshire
$652K – – –
ZCA
552
Zeke Capital Advisors
Pennsylvania
$648K +$35.1K +215 +6%
BC
553
Burney Company
Virginia
$647K +$8.98K +55 +1%
HPIA
554
Hamilton Point Investment Advisors
North Carolina
$644K – – –
BBA
555
Braun-Bostich & Associates
Pennsylvania
$644K +$621K +3,802 New
QI
556
QS Investors
New York
$643K – – –
AI
557
Atria Investments
North Carolina
$642K +$324K +1,982 +110%
BAM
558
Belpointe Asset Management
Nevada
$638K -$282K -1,729 -31%
AIM
559
Anchor Investment Management
South Carolina
$637K -$11.6K -71 -2%
DK
560
Darrell & King
Virginia
$635K – – –
MCM
561
Maple Capital Management
Vermont
$631K – – –
FWCM
562
Ferguson Wellman Capital Management
Oregon
$612K – – –
CYG
563
Clean Yield Group
Vermont
$610K – – –
DS
564
DRW Securities
Illinois
$606K +$584K +3,576 New
RW
565
Rand Wealth
Maryland
$604K – – –
RIM
566
Rampart Investment Management
Connecticut
$592K +$50.8K +311 +10%
WIS
567
Wright Investors Service
Connecticut
$592K +$306K +1,877 +116%
SAM
568
Silvercrest Asset Management
New York
$583K -$10.3K -63 -2%
FA
569
FMA Advisory
Pennsylvania
$583K +$49.5K +303 +10%
MAM
570
Martingale Asset Management
Massachusetts
$578K +$1.14K +7 +0.2%
TYCC
571
Texas Yale Capital Corp
Florida
$576K -$392K -2,400 -41%
TCOV
572
Trust Company of Vermont
Vermont
$575K – – –
IB
573
Intrust Bank
Kansas
$560K +$34K +208 +7%
WI
574
Wintrust Investments
Illinois
$559K – – –
AF
575
Advisornet Financial
Minnesota
$558K +$538K +3,295 New
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