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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
601
Financial Counselors Inc
Kansas
$4.88M +$149K +378 +4%
BCP
602
Bluegrass Capital Partners
Florida
$4.85M +$4.34M +11,000 New
CTA
603
Chesley Taft & Associates
Illinois
$4.84M +$106K +269 +3%
TBA
604
Tower Bridge Advisors
Pennsylvania
$4.83M -$232K -587 -5%
BWL
605
Bogart Wealth LLC
Virginia
$4.83M +$311K +789 +8%
PA
606
PFG Advisors
Arizona
$4.77M -$9.87K -25 -0.2%
P
607
Pitcairn
Pennsylvania
$4.77M +$624K +1,580 +17%
FM
608
Freemont Management
Switzerland
$4.76M – – –
DSC
609
Duncker Streett & Co
Missouri
$4.7M +$951K +2,410 +29%
BZWA
610
Blue Zone Wealth Advisors
California
$4.68M +$167K +422 +4%
CIP
611
Chartwell Investment Partners
Pennsylvania
$4.67M +$738K +1,871 +21%
BS
612
Banco Santander
Spain
$4.66M -$138K -350 -3%
AI
613
Aperture Investors
New York
$4.62M -$473K -1,198 -10%
OAM
614
Ostrum Asset Management
France
$4.61M +$292K +740 +8%
EF
615
Empirical Finance
Pennsylvania
$4.6M +$28K +71 +0.7%
LGWM
616
Litman Gregory Wealth Management
California
$4.58M -$2.37K -6 -0.1%
FCH
617
Freestone Capital Holdings
Washington
$4.58M +$135K +341 +3%
AF
618
Alerus Financial
North Dakota
$4.58M +$53.3K +135 +1%
UF
619
Univest Financial
Pennsylvania
$4.54M +$17.4K +44 +0.4%
NMIMC
620
Northwestern Mutual Investment Management Company
Wisconsin
$4.52M -$6.71K -17 -0.2%
LGF
621
LGT Group Foundation
Liechtenstein
$4.49M -$192K -486 -5%
NA
622
NewEdge Advisors
Louisiana
$4.47M -$212K -536 -5%
SF
623
Synovus Financial
Georgia
$4.46M -$200K -508 -5%
DGAM
624
Desjardins Global Asset Management
Quebec, Canada
$4.45M -$95.9K -243 -2%
SP
625
Saranac Partners
$4.45M -$1.76M -4,466 -31%
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