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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
901
Leonteq Securities AG
Switzerland
$2.19M -$31.9K -64 -2%
CIC
902
Chilton Investment Company
Connecticut
$2.18M +$94.8K +190 +5%
BOH
903
Bank of Hawaii
Hawaii
$2.18M -$50.9K -102 -2%
NW
904
NewEdge Wealth
Pennsylvania
$2.18M -$58.4K -117 -3%
EM
905
Excalibur Management
Massachusetts
$2.15M – – –
QWM
906
Quadcap Wealth Management
Texas
$2.14M -$19.5K -39 -1%
OTL
907
Oak Thistle LLC
New York
$2.13M +$2.02M +4,044 New
SFG
908
SevenBridge Financial Group
Pennsylvania
$2.13M +$682K +1,367 +56%
PCM
909
Parsons Capital Management
Rhode Island
$2.13M -$18K -36 -0.9%
BJL
910
Brighton Jones LLC
Washington
$2.13M +$397K +796 +25%
SAM
911
Smartleaf Asset Management
Massachusetts
$2.11M -$45.4K -91 -2%
FHA
912
Flagship Harbor Advisors
Massachusetts
$2.1M -$499 -1 -0%
BAM
913
Belpointe Asset Management
Nevada
$2.09M -$69.9K -140 -3%
RMDI
914
R.M. Davis Inc
Maine
$2.08M +$267K +534 +16%
KAM
915
Karani Asset Management
New York
$2.08M +$775K +1,552 +65%
PA
916
Profund Advisors
Maryland
$2.08M -$229K -458 -10%
FC
917
FORA Capital
Florida
$2.07M +$1.96M +3,918 New
PTC
918
Private Trust Company
Ohio
$2.04M -$12.5K -25 -0.6%
PS
919
Principal Securities
Iowa
$2.03M +$126K +252 +7%
MAM
920
Madison Asset Management
Wisconsin
$2.01M -$83.8K -168 -4%
HPIA
921
Hamilton Point Investment Advisors
North Carolina
$2.01M – – –
CS
922
CapitalatWork SA
$2M – – –
IUHSA
923
Itau Unibanco Holding S.A.
Brazil
$2M +$1.9M +3,800 New
PCM
924
Penserra Capital Management
California
$2M +$277K +555 +17%
GIA
925
Guyasuta Investment Advisors
Pennsylvania
$2M -$6.49K -13 -0.3%
35 36
37
38 39