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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
951
Smith Shellnut Wilson
Mississippi
$423K -$34.6K -104 -8%
BG
952
Bellevue Group
Switzerland
$423K – – –
WP
953
WealthShield Partners
North Carolina
$420K -$115K -347 -23%
DIA
954
Dana Investment Advisors
Wisconsin
$419K -$237K -713 -38%
CC
955
Caxton Corporation
New Jersey
$419K +$163K +489 +70%
ADL
956
Asset Dedication LLC
California
$418K -$66.6K -200 -14%
WPW
957
Waldron Private Wealth
Pennsylvania
$417K -$8.32K -25 -2%
IBOK
958
Independence Bank of Kentucky
Kentucky
$412K – – –
RIM
959
Regent Investment Management
Kentucky
$412K – – –
PWPS
960
Pinnacle Wealth Planning Services
Ohio
$410K +$11.3K +34 +3%
MAM
961
Magellan Asset Management
Australia
$408K +$140K +422 +57%
BOS
962
Bank of Stockton
California
$405K -$83.5K -251 -18%
FAIM
963
Financial Advocates Investment Management
Washington
$404K -$51.3K -154 -12%
VF
964
Virtu Financial
New York
$402K -$509K -1,529 -57%
FNBOH
965
First National Bank of Hutchinson
Kansas
$401K -$115K -346 -23%
CCM
966
Coldstream Capital Management
Washington
$398K -$2.86M -8,604 -88%
TPCW
967
TD Private Client Wealth
New York
$392K -$11K -33 -3%
BP
968
Ballentine Partners
Massachusetts
$389K -$178K -535 -33%
BHWM
969
Bar Harbor Wealth Management
New Hampshire
$388K -$399K -1,200 -52%
IIM
970
Intact Investment Management
Quebec, Canada
$388K +$366K +1,100 New
W
971
WealthStone
Ohio
$384K +$33.9K +102 +10%
AWA
972
Arete Wealth Advisors
Illinois
$382K +$26.3K +79 +8%
SBIA
973
Sheaff Brock Investment Advisors
Indiana
$381K -$988K -2,969 -73%
PT
974
Plimoth Trust
Massachusetts
$381K -$28.3K -85 -7%
TI
975
Tidal Investments
Wisconsin
$381K +$77.2K +232 +27%
37 38
39
40 41