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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
826
Private Trust Company
Ohio
$1.46M +$45.2K +115 +3%
GIA
827
Guyasuta Investment Advisors
Pennsylvania
$1.45M -$6.29K -16 -0.4%
BB
828
Bell Bank
North Dakota
$1.44M -$66.1K -168 -4%
DCM
829
Decatur Capital Management
Georgia
$1.44M – – –
BP
830
Ballentine Partners
Massachusetts
$1.44M +$53.9K +137 +4%
BSW
831
Buckingham Strategic Wealth
Missouri
$1.43M +$39.3K +100 +3%
IEFM
832
IQ EQ Fund Management
Ireland
$1.43M -$34.6K -88 -2%
TW
833
Transform Wealth
Colorado
$1.43M -$2.24M -5,700 -59%
RI
834
Redwood Investments
Massachusetts
$1.42M -$2.36K -6 -0.2%
PA
835
Parallel Advisors
California
$1.41M +$16.5K +42 +1%
NIM
836
NEOS Investment Management
Connecticut
$1.4M +$1.51M +3,842 New
TAM
837
Trust Asset Management
Texas
$1.4M – – –
QI
838
Qtron Investments
Massachusetts
$1.4M +$107K +271 +8%
EWM
839
Evercore Wealth Management
New York
$1.39M -$19.7K -50 -1%
GFS
840
GYL Financial Synergies
Connecticut
$1.39M +$786 +2 +0.1%
HPIA
841
Hamilton Point Investment Advisors
North Carolina
$1.39M – – –
NPA
842
Nichols & Pratt Advisers
Massachusetts
$1.39M +$39.3K +100 +3%
WA
843
Wealth Alliance
New York
$1.39M -$71.6K -182 -5%
MAS
844
Meeder Advisory Services
Ohio
$1.39M -$195K -497 -12%
ACM
845
Ashford Capital Management
Delaware
$1.38M -$165K -420 -10%
APWM
846
Atlas Private Wealth Management
New York
$1.38M +$63.7K +162 +4%
SIA
847
SkyView Investment Advisors
New Jersey
$1.38M -$128K -325 -8%
APM
848
Advanced Portfolio Management
New York
$1.36M +$568K +1,445 +63%
OC
849
Oppenheimer & Co
New York
$1.35M +$181K +460 +14%
SWPG
850
Strategic Wealth Partners Group
Illinois
$1.35M +$105K +266 +8%
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