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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
801
Meeder Asset Management
Ohio
$1.42M -$83.8K -235 -5%
BSW
802
Buckingham Strategic Wealth
Missouri
$1.41M +$35.6K +100 +2%
BFC
803
Blue Fin Capital
Rhode Island
$1.4M -$44.6K -125 -3%
AWM
804
Avitas Wealth Management
California
$1.4M +$107K +299 +8%
AWM
805
Altium Wealth Management
New York
$1.39M +$581K +1,630 +65%
FGP
806
Foyston, Gordon, & Payne
Ontario, Canada
$1.39M +$1.47M +4,131 New
HI
807
Horizon Investments
North Carolina
$1.39M -$665K -1,866 -31%
CIC
808
Cutler Investment Counsel
Oregon
$1.39M – – –
AIC
809
Argus Investors Counsel
New York
$1.38M +$120K +336 +9%
AMM
810
American Money Management
California
$1.38M +$1.46M +4,085 New
HIP
811
Harrell Investment Partners
Texas
$1.38M +$61.7K +173 +4%
NPA
812
Nichols & Pratt Advisers
Massachusetts
$1.36M – – –
IC
813
Inverness Counsel
New York
$1.36M -$4.63K -13 -0.3%
CNC
814
Canandaigua National Corp
New York
$1.36M +$447K +1,254 +45%
WS
815
Wedbush Securities
California
$1.36M +$320K +898 +29%
AAS
816
Avantax Advisory Services
Texas
$1.35M +$514K +1,441 +56%
EM
817
Excalibur Management
Massachusetts
$1.35M – – –
ICM
818
IMS Capital Management
Oregon
$1.34M +$5.35K +15 +0.4%
CAM
819
Cresset Asset Management
Illinois
$1.33M -$817K -2,291 -33%
PTC
820
Private Trust Company
Ohio
$1.32M -$139K -390 -9%
CCM
821
Coldstream Capital Management
Washington
$1.31M +$261K +733 +23%
EWM
822
Evercore Wealth Management
New York
$1.31M – – –
AWC
823
Abundance Wealth Counselors
Pennsylvania
$1.3M +$80.2K +225 +6%
MHC
824
Meyer Handelman Company
New York
$1.3M +$836K +2,345 +154%
DWM
825
Darwin Wealth Management
Florida
$1.3M +$216K +607 +21%
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