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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
851
Wealthspire Advisors (New York)
New York
$917K +$936K +2,159 New
SF
852
Synovus Financial
Georgia
$916K -$681K -1,571 -42%
TAM
853
Trillium Asset Management
Massachusetts
$914K +$4.33K +10 +0.5%
MSAM
854
Moloney Securities Asset Management
Missouri
$911K +$16K +37 +2%
CA
855
Cetera Advisors
Colorado
$909K -$84.5K -195 -8%
VWM
856
Venturi Wealth Management
Texas
$900K -$51.6K -119 -5%
WS
857
Wedbush Securities
California
$894K -$556K -1,282 -38%
SP
858
Symmetry Partners
Connecticut
$892K – – –
TAM
859
Townsend Asset Management
North Carolina
$892K – – –
RP
860
Riverbridge Partners
Minnesota
$888K +$283K +653 +45%
GCP
861
GSA Capital Partners
United Kingdom
$884K +$277K +640 +44%
CC
862
Caxton Corporation
New Jersey
$880K -$433 -1 -0%
PFG
863
PAX Financial Group
Texas
$877K -$5.63K -13 -0.6%
BIM
864
Baldwin Investment Management
Pennsylvania
$874K -$29.5K -68 -3%
RCAG
865
Rehmann Capital Advisory Group
Michigan
$871K +$3.9K +9 +0.4%
PWM
866
Perigon Wealth Management
California
$869K +$12.1K +28 +1%
ACI
867
Alpha Cubed Investments
California
$867K -$8.67K -20 -1%
ARMT
868
Amica Retiree Medical Trust
Rhode Island
$862K -$388K -895 -31%
GDP
869
Great Diamond Partners
Maine
$862K +$349K +806 +66%
RCM
870
Radnor Capital Management
Pennsylvania
$860K – – –
GSEP
871
Golden State Equity Partners
California
$857K -$54.2K -125 -6%
ONB
872
Old National Bancorp
Indiana
$850K -$3.47K -8 -0.4%
RMCM
873
Reynders McVeigh Capital Management
Massachusetts
$850K – – –
MPW
874
Monterey Private Wealth
California
$839K -$6.5K -15 -0.8%
SFO
875
Stokes Family Office
Louisiana
$839K +$189K +437 +28%
33 34
35
36 37