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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
826
Hamilton Point Investment Advisors
North Carolina
$1.17M – – –
PA
827
Profund Advisors
Maryland
$1.16M +$12.5K +35 +0.9%
CAM
828
Cresset Asset Management
Illinois
$1.15M -$341K -954 -20%
AG
829
AIA Group
Hong Kong
$1.14M -$425K -1,189 -24%
AAP
830
Aristotle Atlantic Partners
Florida
$1.14M – – –
BTW
831
Boston Trust Walden
Massachusetts
$1.14M -$252K -705 -16%
RWA
832
River Wealth Advisors
Pennsylvania
$1.13M -$37.6K -105 -3%
BRWA
833
B. Riley Wealth Advisors
Florida
$1.13M +$216K +603 +20%
TAM
834
Tealwood Asset Management
Minnesota
$1.12M +$716 +2 +0.1%
LWAM
835
Legacy Wealth Asset Management
Minnesota
$1.12M +$468K +1,309 +56%
MNBTD
836
Moody National Bank Trust Division
Texas
$1.11M -$36.1K -101 -3%
NFG
837
Nations Financial Group
Iowa
$1.11M +$14K +39 +1%
CP
838
CenterBook Partners
Connecticut
$1.11M +$44K +123 +4%
GIA
839
Guyasuta Investment Advisors
Pennsylvania
$1.1M -$5.37K -15 -0.4%
CAM
840
Congress Asset Management
Massachusetts
$1.08M -$20.1M -56,078 -94%
BEI
841
Benjamin Edwards Inc
Missouri
$1.08M -$3.94K -11 -0.3%
KF
842
Krilogy Financial
Missouri
$1.08M +$8.23K +23 +0.7%
SICM
843
Sustainable Insight Capital Management
New York
$1.07M -$514K -1,437 -29%
BWP
844
Baldwin Wealth Partners
Massachusetts
$1.07M -$17.9K -50 -1%
BS
845
Boenning & Scattergood
Pennsylvania
$1.07M +$1.25M +3,504 New
WC
846
Woodstock Corp
Massachusetts
$1.04M -$1.07K -3 -0.1%
LGF
847
LGT Group Foundation
Liechtenstein
$1.04M -$2.63M -7,338 -68%
WFA
848
Wipfli Financial Advisors
Wisconsin
$1.04M +$1.22M +3,408 New
RMDI
849
R.M. Davis Inc
Maine
$1.04M +$1.21M +3,393 New
BJL
850
Brighton Jones LLC
Washington
$1.03M +$36.9K +103 +3%
32 33
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35 36