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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PVWM
851
Point View Wealth Management
New Jersey
$377K – – –
BS
852
Bessemer Securities
New York
$374K – – –
PSUF
853
People's United Financial
Connecticut
$372K +$416K +1,517 New
PFBT
854
Parkside Financial Bank & Trust
Missouri
$371K +$356K +1,297 +592%
BSW
855
Buckingham Strategic Wealth
Missouri
$363K +$406K +1,480 New
P
856
Pitcairn
Pennsylvania
$362K -$9.05K -33 -2%
EF
857
Empirical Finance
Pennsylvania
$354K +$141K +514 +55%
SSW
858
Smith Shellnut Wilson
Mississippi
$353K +$7.68K +28 +2%
SYBT
859
Stock Yards Bank & Trust
Kentucky
$348K – – –
FNBOSM
860
First National Bank of South Miami
Florida
$345K -$4.11K -15 -1%
BP
861
Ballentine Partners
Massachusetts
$344K +$14.8K +54 +4%
YMRC
862
Yorktown Management & Research Company
Virginia
$343K +$384K +1,400 New
CA
863
Centerpoint Advisors
Massachusetts
$341K – – –
BHTS
864
Bar Harbor Trust Services
Maine
$339K – – –
AW
865
Alpha Windward
Massachusetts
$333K -$21.4K -78 -5%
EMG
866
ETF Managers Group
New Jersey
$332K +$37.3K +136 +11%
GFP
867
Gryphon Financial Partners
Ohio
$324K -$76.3K -278 -17%
NP
868
Ninepoint Partners
Ontario, Canada
$317K -$127K -463 -26%
CCT
869
Country Club Trust
Missouri
$317K +$12.3K +45 +4%
RSS
870
Rosenblum Silverman Sutton
California
$316K – – –
TPCW
871
TD Private Client Wealth
New York
$313K +$5.76K +21 +2%
PP
872
Palladium Partners
Virginia
$312K – – –
CC
873
Caldera Capital
Texas
$309K -$18.9M -69,006 -98%
EP
874
Eudaimonia Partners
Tennessee
$308K -$64.2K -234 -16%
WAM
875
Wealthspire Advisors (Maryland)
Maryland
$304K +$27.7K +101 +9%
33 34
35
36 37