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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
826
Orrstown Financial Services
Pennsylvania
$870K +$6.15K +16 +0.8%
PSUF
827
People's United Financial
Connecticut
$864K -$1.92K -5 -0.2%
MSAM
828
Moloney Securities Asset Management
Missouri
$864K +$809K +2,106 New
SP
829
Symmetry Partners
Connecticut
$862K – – –
TAM
830
Townsend Asset Management
North Carolina
$862K – – –
HBT
831
Heartland Bank & Trust
Illinois
$860K -$90.3K -235 -10%
EP
832
Edgestream Partners
New Jersey
$859K +$804K +2,092 New
AF
833
Advisornet Financial
Minnesota
$856K -$43K -112 -5%
BS
834
Bessemer Securities
New York
$856K – – –
TI
835
Tidal Investments
Wisconsin
$856K +$386K +1,004 +93%
PFG
836
PAX Financial Group
Texas
$852K +$1.92K +5 +0.2%
CC
837
Caxton Corporation
New Jersey
$851K +$340K +884 +74%
ACI
838
Alpha Cubed Investments
California
$846K -$1.94M -5,040 -71%
RCAG
839
Rehmann Capital Advisory Group
Michigan
$837K -$5.76K -15 -0.7%
PCIG
840
Partners Capital Investment Group
Massachusetts
$833K -$2.02M -5,267 -72%
LWAC
841
Laurel Wealth Advisors (California)
California
$831K +$23.8K +62 +3%
RCM
842
Radnor Capital Management
Pennsylvania
$830K – – –
LNC
843
Lincoln National Corp
Pennsylvania
$830K +$40.7K +106 +6%
PWM
844
Perigon Wealth Management
California
$828K +$4.23K +11 +0.5%
TW
845
Transform Wealth
Colorado
$827K +$55.7K +145 +8%
ONB
846
Old National Bancorp
Indiana
$824K – – –
WB
847
WesBanco Bank
West Virginia
$821K -$61.9K -161 -7%
RMCM
848
Reynders McVeigh Capital Management
Massachusetts
$821K -$1.54K -4 -0.2%
FHA
849
Flagship Harbor Advisors
Massachusetts
$821K +$14.6K +38 +2%
MPW
850
Monterey Private Wealth
California
$817K +$86.9K +226 +13%
32 33
34
35 36