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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
926
Montag & Caldwell
Georgia
$476K -$18.4M -55,286 -98%
SYBT
927
Stock Yards Bank & Trust
Kentucky
$476K -$3.99K -12 -0.9%
FNBOSM
928
First National Bank of South Miami
Florida
$464K -$1.33K -4 -0.3%
CWM
929
Cordatus Wealth Management
Pennsylvania
$463K +$437K +1,312 New
CIC
930
Carnegie Investment Counsel
Ohio
$462K +$105K +316 +32%
FMLI
931
Fukoku Mutual Life Insurance
Japan
$459K -$33.3K -100 -7%
CM
932
Capula Management
Cayman Islands
$459K +$433K +1,300 New
TBA
933
Tower Bridge Advisors
Pennsylvania
$459K +$433K +1,300 New
SC
934
Savant Capital
Illinois
$455K +$4.66K +14 +1%
SB
935
Sunflower Bank
Texas
$451K – – –
FC
936
Forte Capital
New York
$451K +$39.6K +119 +10%
ST
937
Smithfield Trust
Pennsylvania
$445K – – –
IC
938
Intersect Capital
California
$443K +$20.3K +61 +5%
SFO
939
Stokes Family Office
Louisiana
$443K +$416K +1,251 New
SS
940
Sunbelt Securities
Texas
$442K – – –
FAM
941
Fulcrum Asset Management
United Kingdom
$438K – – –
RSS
942
Rosenblum Silverman Sutton
California
$437K -$8.32K -25 -2%
CCT
943
Country Club Trust
Missouri
$437K – – –
PP
944
Palladium Partners
Virginia
$437K +$1.66K +5 +0.4%
OC
945
Oppenheimer & Co
New York
$436K +$21.6K +65 +6%
GAG
946
GM Advisory Group
New York
$435K – – –
ACM
947
Advisors Capital Management
New Jersey
$431K +$407K +1,222 New
GDP
948
Great Diamond Partners
Maine
$430K -$12K -36 -3%
OPS
949
Orion Portfolio Solutions
Nebraska
$428K -$66.6K -200 -14%
MIC
950
Meridian Investment Counsel
California
$425K – – –
36 37
38
39 40