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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
951
United Asset Strategies
New York
$1.78M +$16K +32 +1%
QPBE
952
Quintet Private Bank (Europe)
Luxembourg
$1.77M +$79.9K +160 +5%
JCM
953
Jacobi Capital Management
Pennsylvania
$1.77M +$231K +463 +16%
FPCP
954
Fort Point Capital Partners
California
$1.73M +$23K +46 +1%
EWM
955
Evercore Wealth Management
New York
$1.73M +$2K +4 +0.1%
SC
956
Syon Capital
California
$1.72M +$59.4K +119 +4%
CAU
957
Caxton Associates (UK)
$1.71M +$1.24M +2,478 +326%
SWM
958
Silverlake Wealth Management
Vermont
$1.7M -$308K -618 -16%
NWMG
959
Nicholson Wealth Management Group
South Carolina
$1.7M +$37.9K +76 +2%
MSFS
960
Main Street Financial Solutions
Pennsylvania
$1.69M +$236K +472 +17%
DWT
961
Dorsey & Whitney Trust
South Dakota
$1.69M -$92.8K -186 -5%
WA
962
Wealth Alliance
New York
$1.67M -$51.9K -104 -3%
CC
963
Citrine Capital
California
$1.66M – – –
BRWA
964
B. Riley Wealth Advisors
Florida
$1.65M -$664K -1,331 -30%
CA
965
Commerzbank Aktiengesellschaft
Germany
$1.65M -$27.4K -55 -2%
RMCM
966
Reynders McVeigh Capital Management
Massachusetts
$1.64M +$2.5K +5 +0.2%
FFM
967
Forum Financial Management
Illinois
$1.63M +$59.9K +120 +4%
CCA
968
Checchi Capital Advisers
California
$1.63M -$1.5K -3 -0.1%
NAM
969
NorthCrest Asset Manangement
Minnesota
$1.62M +$432K +865 +39%
ONB
970
Old National Bancorp
Indiana
$1.62M -$77.9K -156 -5%
TNB
971
Thomasville National Bank
Georgia
$1.61M -$39.9K -80 -3%
MHC
972
Meyer Handelman Company
New York
$1.61M -$99.8K -200 -6%
CI
973
Cigna Investments
Connecticut
$1.61M -$50.9K -102 -3%
CNBT
974
Canandaigua National Bank & Trust
New York
$1.61M – – –
CIC
975
Cornercap Investment Counsel
Georgia
$1.6M -$34.4K -69 -2%
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