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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
601
Mount Capital
United Kingdom
$5.15M – – –
AMI
602
Amica Mutual Insurance
Rhode Island
$5.15M – – –
KA
603
Kerrisdale Advisers
Florida
$5.13M -$274K -638 -5%
SSB
604
Sandy Spring Bank
Maryland
$5.12M +$279K +650 +6%
AIM
605
Achmea Investment Management
Netherlands
$5.11M -$5.98M -13,941 -55%
SF
606
Summit Financial
New Jersey
$5.09M +$3.54M +8,260 +261%
NRS
607
Neville Rodie & Shaw
New York
$5.09M – – –
BPA
608
Beacon Pointe Advisors
California
$5.06M -$5.61M -13,082 -54%
P
609
Pitcairn
Pennsylvania
$5.03M +$339K +791 +8%
FCH
610
Freestone Capital Holdings
Washington
$4.99M +$178K +414 +4%
EAM
611
Eventide Asset Management
Massachusetts
$4.98M +$1.32M +3,074 +38%
OIA
612
OneDigital Investment Advisors
Kansas
$4.97M +$2.73M +6,373 +134%
DSC
613
Duncker Streett & Co
Missouri
$4.96M +$13.7K +32 +0.3%
FCI
614
Financial Counselors Inc
Kansas
$4.91M -$37.8K -88 -0.8%
MWA
615
Meridian Wealth Advisors
Texas
$4.9M +$393K +915 +9%
NIM
616
NEOS Investment Management
Connecticut
$4.87M +$1.32M +3,066 +39%
PVI
617
Pine Valley Investments
New Jersey
$4.85M +$623K +1,453 +15%
CCG
618
Cloverfields Capital Group
Minnesota
$4.82M +$22.7K +53 +0.5%
BZWA
619
Blue Zone Wealth Advisors
California
$4.79M -$60.1K -140 -1%
AWS
620
Atria Wealth Solutions
New York
$4.78M -$448K -1,044 -9%
SC
621
Scholtz & Company
Connecticut
$4.77M +$397K +926 +9%
PIM
622
Provident Investment Management
Michigan
$4.76M – – –
FWTB
623
First Western Trust Bank
Colorado
$4.76M -$893K -2,081 -16%
ASN
624
Advisory Services Network
Georgia
$4.76M +$190K +443 +4%
PCM
625
Palisade Capital Management
New Jersey
$4.72M +$4.54M +10,594 New
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