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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
951
Canandaigua National Bank & Trust
New York
$1.58M -$17.8K -36 -1%
BWM
952
BKM Wealth Management
Wisconsin
$1.58M -$15.3K -31 -1%
UAS
953
United Asset Strategies
New York
$1.58M +$64.3K +130 +4%
AIM
954
Anchor Investment Management
South Carolina
$1.57M -$45.5K -92 -3%
BJL
955
Brighton Jones LLC
Washington
$1.57M -$39.6K -80 -3%
GI
956
GAMMA Investing
California
$1.57M +$256K +518 +21%
WF
957
WoodTrust Financial
Wisconsin
$1.56M – – –
TWM
958
Thrive Wealth Management
Pennsylvania
$1.55M -$4.45K -9 -0.3%
BPAMU
959
BTG Pactual Asset Management US
New York
$1.53M -$1.7M -3,429 -54%
PA
960
Procyon Advisors
Connecticut
$1.51M -$3.46K -7 -0.2%
GAG
961
GM Advisory Group
New York
$1.51M +$990 +2 +0.1%
HCM
962
Highview Capital Management
Illinois
$1.5M +$29.7K +60 +2%
WHCI
963
W.H. Cornerstone Investments
Massachusetts
$1.5M -$217K -439 -13%
PWPS
964
Pinnacle Wealth Planning Services
Ohio
$1.49M -$19.8K -40 -1%
RWB
965
RMR Wealth Builders
New Jersey
$1.48M -$71.3K -144 -5%
JCM
966
Jacobi Capital Management
Pennsylvania
$1.48M +$1.49K +3 +0.1%
GSC
967
Ground Swell Capital
South Carolina
$1.47M +$1.41M +2,846 New
ECM
968
Evergreen Capital Management
Washington
$1.46M +$37.6K +76 +3%
QPBE
969
Quintet Private Bank (Europe)
Luxembourg
$1.46M +$197K +398 +16%
IIA
970
IPG Investment Advisors
California
$1.45M +$1.39M +2,805 New
FFM
971
Fullerton Fund Management
Singapore
$1.45M +$1.04M +2,095 +298%
AWCI
972
Alpine Woods Capital Investors
New York
$1.44M -$400K -808 -22%
LGF
973
LGT Group Foundation
Liechtenstein
$1.43M +$114K +231 +9%
KWM
974
Keebeck Wealth Management
Illinois
$1.43M -$19.8K -40 -1%
CAL
975
Capital Analysts LLC
Pennsylvania
$1.43M +$165K +333 +14%
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