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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
751
Confluence Wealth Management
Oregon
$597K +$56.8K +207 +9%
JLBC
752
J.L. Bainbridge & Co
Florida
$592K +$823 +3 +0.1%
AG
753
Algert Global
California
$589K +$659K +2,402 New
WS
754
Wedbush Securities
California
$588K -$9.33K -34 -1%
AC
755
Athanor Capital
New York
$588K +$27.4K +100 +4%
BFS
756
Bradley Foster & Sargent
Connecticut
$585K -$2.74K -10 -0.4%
TAM
757
Townsend Asset Management
North Carolina
$576K -$8.23K -30 -1%
RT
758
Rockland Trust
Massachusetts
$570K – – –
MIA
759
MainStreet Investment Advisors
Illinois
$569K +$637K +2,321 New
DTC
760
Davidson Trust Company
Washington
$564K +$248K +903 +64%
VIA
761
Vident Investment Advisory
Georgia
$557K +$624K +2,274 New
PC
762
PA Capital
Virginia
$556K -$6.04K -22 -1%
CAM
763
Close Asset Management
United Kingdom
$554K -$30.2K -110 -5%
ALAM
764
Asahi Life Asset Management
Japan
$553K +$619K +2,255 New
OFS
765
OneAscent Financial Services
Alabama
$545K +$609K +2,222 New
IDBONY
766
Israel Discount Bank of New York
New York
$543K – – –
LIM
767
Leavell Investment Management
Alabama
$543K +$259K +946 +74%
AC
768
Arjuna Capital
North Carolina
$537K +$11.2K +41 +2%
PWM
769
Perigon Wealth Management
California
$537K +$520K +1,895 New
MAFM
770
Mid Atlantic Financial Management
Pennsylvania
$534K -$55.7K -203 -9%
HFM
771
Harvest Fund Management
China
$531K +$177K +644 +42%
VAS
772
Vestmark Advisory Solutions
Massachusetts
$530K +$593K +2,161 New
TNB
773
Thomasville National Bank
Georgia
$529K – – –
IC
774
IEQ Capital
California
$520K +$172K +627 +42%
DWT
775
Dorsey & Whitney Trust
South Dakota
$518K -$10.4K -38 -2%
29 30
31
32 33