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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
826
Argent Trust Co
Tennessee
$1.86M +$16.2K +41 +1%
EAM
827
Eventide Asset Management
Massachusetts
$1.85M +$763K +1,933 +85%
FHA
828
Flagship Harbor Advisors
Massachusetts
$1.84M +$336K +851 +26%
GAM
829
Gotham Asset Management
New York
$1.84M -$15K -38 -0.9%
BFC
830
Blue Fin Capital
Rhode Island
$1.83M -$37.5K -95 -2%
AWM
831
Avitas Wealth Management
California
$1.82M +$16.6K +42 +1%
ICM
832
IMS Capital Management
Oregon
$1.82M – – –
WS
833
Wedbush Securities
California
$1.81M -$80.1K -203 -5%
ONB
834
Old National Bancorp
Indiana
$1.79M -$158K -401 -9%
BAM
835
Belpointe Asset Management
Nevada
$1.79M +$7.5K +19 +0.5%
SIA
836
SkyView Investment Advisors
New Jersey
$1.78M +$112K +285 +8%
PTC
837
Private Trust Company
Ohio
$1.78M +$14.2K +36 +0.9%
OC
838
Oppenheimer & Co
New York
$1.77M +$125K +317 +9%
WP
839
WealthShield Partners
North Carolina
$1.77M -$720K -1,825 -31%
CFCI
840
Comprehensive Financial Consultants Institutional
Indiana
$1.77M +$141K +357 +10%
EM
841
Excalibur Management
Massachusetts
$1.76M – – –
OM
842
OV Management
Minnesota
$1.76M +$1.58M +4,000 New
GIA
843
Guyasuta Investment Advisors
Pennsylvania
$1.75M – – –
BSW
844
Buckingham Strategic Wealth
Missouri
$1.74M +$6.71K +17 +0.4%
EWM
845
Evercore Wealth Management
New York
$1.73M +$45.8K +116 +3%
AT
846
Arden Trust
Delaware
$1.72M -$622K -1,577 -29%
VFA
847
Valeo Financial Advisors
Indiana
$1.71M -$236K -598 -13%
SC
848
Skylands Capital
Wisconsin
$1.71M -$395K -1,000 -21%
IEFM
849
IQ EQ Fund Management
Ireland
$1.7M -$22.9K -58 -1%
GFS
850
GYL Financial Synergies
Connecticut
$1.69M +$9.87K +25 +0.7%
32 33
34
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