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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
951
Wealth Alliance
New York
$407K +$7.76K +23 +2%
B
952
Barings
North Carolina
$405K -$3.79M -11,222 -90%
PP
953
Palladium Partners
Virginia
$405K -$29.7K -88 -7%
GAG
954
GM Advisory Group
New York
$405K – – –
AWM
955
Altium Wealth Management
New York
$402K +$4.38K +13 +1%
AC
956
Apogem Capital
New York
$402K +$413K +1,223 New
CCT
957
Country Club Trust
Missouri
$401K – – –
M
958
Mirova
France
$399K +$118K +350 +40%
EDRH
959
Edmond de Rothschild Holding
Switzerland
$397K -$240K -710 -37%
WPW
960
Waldron Private Wealth
Pennsylvania
$397K -$8.43K -25 -2%
IF
961
Intrua Financial
Texas
$397K +$92.1K +273 +29%
MIC
962
Meridian Investment Counsel
California
$396K – – –
BG
963
Bellevue Group
Switzerland
$394K -$169K -500 -29%
MCM
964
McKinley Capital Management
Alaska
$394K -$88.4K -262 -18%
IC
965
Intersect Capital
California
$393K -$7.76K -23 -2%
CL
966
CPWM LLC
Washington
$393K +$7.42K +22 +2%
CANY
967
Caxton Associates (New York)
New York
$389K -$1.23M -3,659 -76%
SPC
968
Sigma Planning Corp
Michigan
$387K -$6.46M -19,140 -94%
OC
969
Oppenheimer & Co
New York
$385K -$1.02M -3,014 -72%
IBOK
970
Independence Bank of Kentucky
Kentucky
$384K – – –
RIM
971
Regent Investment Management
Kentucky
$384K – – –
HSA
972
HBK Sorce Advisory
Pennsylvania
$383K -$64.4K -191 -14%
PT
973
Plimoth Trust
Massachusetts
$383K -$6.75K -20 -2%
FC
974
Forte Capital
New York
$381K -$13.2K -39 -3%
SICM
975
Sustainable Insight Capital Management
New York
$376K +$386K +1,143 New
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39
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