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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
676
CFS Investment Advisory Services
New Jersey
$2.52M -$29.3K -89 -1%
SC
677
Settian Capital
New York
$2.49M +$264K +800 +12%
SAM
678
Silvercrest Asset Management
New York
$2.49M +$403K +1,223 +20%
HA
679
Herold Advisors
New York
$2.49M +$2.45M +7,420 New
FMC
680
First Merchants Corp
Indiana
$2.47M +$133K +402 +6%
BFM
681
Boston Financial Management
Massachusetts
$2.47M +$244K +740 +11%
MFAM
682
Motley Fool Asset Management
Virginia
$2.45M -$51.1K -155 -2%
CIA
683
Choate Investment Advisors
Massachusetts
$2.44M +$88.3K +268 +4%
IC
684
IEQ Capital
California
$2.44M -$1.11M -3,355 -32%
CCG
685
Cypress Capital Group
Florida
$2.43M -$292K -885 -11%
FNBOMD
686
First National Bank of Mount Dora
Florida
$2.43M +$125K +378 +6%
MJB
687
Mark J. Bradley
$2.42M -$154K -466 -6%
BFG
688
Bleakley Financial Group
New Jersey
$2.42M +$2.38M +7,220 New
SLI
689
Sumitomo Life Insurance
Japan
$2.41M -$39.6K -120 -2%
CIP
690
Chartwell Investment Partners
Pennsylvania
$2.38M +$666K +2,020 +40%
BS
691
Bessemer Securities
New York
$2.36M – – –
BFW
692
Brady Family Wealth
Missouri
$2.35M +$2.31M +7,019 New
ONB
693
Old National Bancorp
Indiana
$2.33M -$295K -895 -11%
FWM
694
Fortress Wealth Management
California
$2.32M – – –
KPWS
695
Kestra Private Wealth Services
Texas
$2.32M -$234K -709 -9%
LTAS
696
Linden Thomas Advisory Services
North Carolina
$2.32M +$2.28M +6,913 New
WJWM
697
Williams Jones Wealth Management
New York
$2.31M -$43.8K -133 -2%
DSC
698
Duncker Streett & Co
Missouri
$2.31M – – –
AWS
699
Atria Wealth Solutions
New York
$2.31M +$86K +261 +4%
MG
700
Mather Group
Illinois
$2.31M +$45.5K +138 +2%
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