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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
901
Private Trust Company
Ohio
$1.73M +$11.3K +26 +0.6%
EM
902
Excalibur Management
Massachusetts
$1.71M +$10.8K +25 +0.6%
MAS
903
Meeder Advisory Services
Ohio
$1.71M +$88K +203 +5%
OM
904
OV Management
Minnesota
$1.7M – – –
MYIA
905
Mount Yale Investment Advisors
Colorado
$1.7M -$113K -261 -6%
CAM
906
Cozad Asset Management
Illinois
$1.7M -$387K -893 -18%
LCM
907
Landscape Capital Management
New Jersey
$1.69M +$1.72M +3,971 New
BRWA
908
B. Riley Wealth Advisors
Florida
$1.69M +$114K +264 +6%
WP
909
WealthShield Partners
North Carolina
$1.68M -$30.8K -71 -2%
GFS
910
GYL Financial Synergies
Connecticut
$1.67M +$43.8K +101 +3%
DPL
911
Danica Pension Livsforsikrings
$1.65M +$1.68M +3,887 New
MWM
912
Mattern Wealth Management
Kansas
$1.64M +$153K +352 +10%
IEFM
913
IQ EQ Fund Management
Ireland
$1.64M – – –
SC
914
Skylands Capital
Wisconsin
$1.63M -$21.7K -50 -1%
TAM
915
Trust Asset Management
Texas
$1.63M – – –
FBT
916
First Bank & Trust
South Dakota
$1.62M +$10.8K +25 +0.7%
CFGS
917
Concourse Financial Group Securities
Alabama
$1.62M +$167K +386 +11%
HPIA
918
Hamilton Point Investment Advisors
North Carolina
$1.62M – – –
EWM
919
Evercore Wealth Management
New York
$1.61M -$58.5K -135 -3%
BEI
920
Benjamin Edwards Inc
Missouri
$1.61M +$78.5K +181 +5%
VFA
921
Valeo Financial Advisors
Indiana
$1.6M -$7.37K -17 -0.4%
AT
922
Arden Trust
Delaware
$1.6M -$65K -150 -4%
SWPG
923
Strategic Wealth Partners Group
Illinois
$1.58M +$18.2K +42 +1%
CFG
924
Citizens Financial Group
Rhode Island
$1.58M +$234K +539 +17%
CSPIA
925
Cary Street Partners Investment Advisory
Virginia
$1.57M +$150K +345 +10%
35 36
37
38 39