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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
826
Redwood Investments
Massachusetts
$1.38M +$14.8K +42 +1%
FMAEN1
827
Fund Management at Engine No 1
California
$1.38M +$115K +326 +9%
GAM
828
Gotham Asset Management
New York
$1.37M -$1.44M -4,088 -51%
IEFM
829
IQ EQ Fund Management
Ireland
$1.37M -$66.2K -188 -5%
GIA
830
Guyasuta Investment Advisors
Pennsylvania
$1.37M +$39.8K +113 +3%
CI
831
Cigna Investments
Connecticut
$1.36M -$52.1K -148 -4%
PA
832
Profund Advisors
Maryland
$1.35M -$64.1K -182 -4%
EWM
833
Evercore Wealth Management
New York
$1.33M – – –
PTC
834
Private Trust Company
Ohio
$1.33M -$19.7K -56 -1%
BC
835
Brookfield Corp
Ontario, Canada
$1.33M -$2.44M -6,921 -64%
KF
836
Krilogy Financial
Missouri
$1.33M +$812K +2,306 +149%
SWM
837
Spire Wealth Management
Virginia
$1.33M -$28.5K -81 -2%
TAM
838
Trust Asset Management
Texas
$1.32M -$43.6K -124 -3%
AT
839
Arden Trust
Delaware
$1.32M -$62.6K -178 -4%
GFS
840
GYL Financial Synergies
Connecticut
$1.32M -$27.5K -78 -2%
ATC
841
Argent Trust Co
Tennessee
$1.31M +$31K +88 +2%
HPIA
842
Hamilton Point Investment Advisors
North Carolina
$1.31M – – –
RMDI
843
R.M. Davis Inc
Maine
$1.31M – – –
HSA
844
HBK Sorce Advisory
Pennsylvania
$1.3M -$959K -2,726 -42%
BEI
845
Benjamin Edwards Inc
Missouri
$1.29M +$39.1K +111 +3%
AAP
846
Aristotle Atlantic Partners
Florida
$1.29M – – –
CB
847
Cadence Bank
Mississippi
$1.28M -$30.6K -87 -2%
VI
848
Versor Investments
New York
$1.27M +$1.02M +2,892 +362%
RWA
849
River Wealth Advisors
Pennsylvania
$1.27M -$3.52K -10 -0.3%
LWAM
850
Legacy Wealth Asset Management
Minnesota
$1.27M -$352 -1 -0%
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