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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
701
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$691K -$27.4K -100 -3%
HI
702
Horizon Investments
North Carolina
$690K +$104K +380 +16%
FNC
703
First National Corp
Massachusetts
$685K – – –
GFPC
704
Global Financial Private Client
Florida
$684K +$1.1K +4 +0.1%
CCM
705
Covington Capital Management
California
$678K +$747K +2,725 +6,813%
CS
706
Cannell & Spears
New York
$677K +$318K +1,161 +73%
LBA
707
Lowell Blake & Associates
Massachusetts
$674K – – –
KCM
708
Kanawha Capital Management
Virginia
$668K – – –
PAS
709
Park Avenue Securities
New York
$667K +$488K +1,780 +189%
WANY
710
Wealthspire Advisors (New York)
New York
$667K +$531K +1,937 +247%
IWC
711
Integrated Wealth Concepts
Massachusetts
$665K +$26.9K +98 +4%
IIM
712
Intact Investment Management
Quebec, Canada
$662K -$82.3K -300 -10%
BWP
713
Baldwin Wealth Partners
Massachusetts
$659K -$347K -1,265 -32%
BFA
714
Beaumont Financial Advisors
Massachusetts
$657K -$8.78K -32 -1%
OMC
715
Old Mission Capital
Illinois
$655K +$733K +2,674 New
LS
716
Livforsakringsbolaget Skandia
Sweden
$654K +$219K +800 +43%
TWI
717
Thomas White International
Illinois
$648K +$725K +2,643 New
LWS
718
Lucia Wealth Services
California
$647K -$9.88K -36 -1%
FA
719
FDx Advisors
Illinois
$644K +$268K +976 +59%
CGL
720
Clarius Group LLC
Washington
$643K +$53.8K +196 +8%
HKAM
721
Horizon Kinetics Asset Management
New York
$642K -$139K -506 -16%
IWS
722
Insight Wealth Strategies
California
$641K -$1.29M -4,685 -64%
IIC
723
Ironwood Investment Counsel
Arizona
$639K -$20.6K -75 -3%
BCM
724
Brooktree Capital Management
Michigan
$639K +$54.3K +198 +8%
WIA
725
Wealthstreet Investment Advisors
Texas
$637K – – –
27 28
29
30 31