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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
901
North American Management
Massachusetts
$529K – – –
TNB
902
Thomasville National Bank
Georgia
$529K -$2.21M -6,627 -75%
FA
903
Faithward Advisors
Pennsylvania
$529K -$66.6K -200 -12%
CC
904
Cadinha & Co
Hawaii
$529K – – –
NHC
905
Nicholas Hoffman & Company
Georgia
$526K -$440K -1,323 -47%
PWP
906
Principle Wealth Partners
Connecticut
$523K -$15K -45 -3%
RSC
907
Red Spruce Capital
Pennsylvania
$523K +$22.6K +68 +5%
PFBT
908
Parkside Financial Bank & Trust
Missouri
$521K +$2.66K +8 +0.5%
AIL
909
AGF Investments LLC
Ontario, Canada
$520K -$148K -445 -23%
TCM
910
Tuttle Capital Management
Connecticut
$518K +$187K +561 +62%
M
911
Mirova
France
$511K +$77.9K +234 +19%
HKAM
912
Horizon Kinetics Asset Management
New York
$510K – – –
AWM
913
Altium Wealth Management
New York
$510K +$73.5K +221 +18%
P
914
Pitcairn
Pennsylvania
$507K +$19K +57 +4%
TW
915
TrinityPoint Wealth
Connecticut
$506K -$5.99K -18 -1%
GFP
916
Gryphon Financial Partners
Ohio
$504K -$13K -39 -3%
HI
917
Horizon Investments
North Carolina
$504K +$475K +1,427 New
HWA
918
Heritage Wealth Advisors
Virginia
$504K – – –
WA
919
Wambolt & Associates
Colorado
$499K -$10.7K -32 -2%
IF
920
Intrua Financial
Texas
$494K +$25.6K +77 +6%
WSTAM
921
Wilbanks Smith & Thomas Asset Management
Virginia
$491K +$196K +589 +73%
CA
922
Centerpoint Advisors
Massachusetts
$490K – – –
BHTS
923
Bar Harbor Trust Services
Maine
$489K – – –
EMG
924
ETF Managers Group
New Jersey
$486K +$80.9K +243 +21%
BPA
925
Beacon Pointe Advisors
California
$480K +$120K +360 +36%
35 36
37
38 39