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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
1001
Diversified Trust
Tennessee
$1.21M -$53.2K -126 -4%
AIM
1002
Anchor Investment Management
South Carolina
$1.21M +$30.8K +73 +3%
NPA
1003
Nichols & Pratt Advisers
Massachusetts
$1.21M – – –
EWM
1004
Evercore Wealth Management
New York
$1.2M -$1.69K -4 -0.1%
WCA
1005
Waratah Capital Advisors
Ontario, Canada
$1.2M +$1.25M +2,951 New
HSA
1006
HBK Sorce Advisory
Pennsylvania
$1.19M -$52.8K -125 -4%
BL
1007
Balentine LLC
Georgia
$1.19M +$660K +1,562 +115%
PL
1008
Perpetual Ltd
Australia
$1.18M +$763K +1,807 +166%
WIM
1009
WealthPlan Investment Management
Nebraska
$1.18M -$286K -678 -19%
KHCM
1010
Kirtland Hills Capital Management
Ohio
$1.18M -$7.18K -17 -0.6%
FDCP
1011
Foster Dykema Cabot & Partners
Massachusetts
$1.16M – – –
CAM
1012
Carret Asset Management
New York
$1.16M +$2.53K +6 +0.2%
NFG
1013
Nations Financial Group
Iowa
$1.16M -$14.8K -35 -1%
BBA
1014
BLB&B Advisors
Pennsylvania
$1.16M -$2.3M -5,457 -66%
KIA
1015
Knollwood Investment Advisory
Maryland
$1.16M -$3.28M -7,757 -73%
SRS
1016
Strong Retirement Solutions
Washington
$1.16M +$127K +301 +12%
WAM
1017
Westport Asset Management
Connecticut
$1.16M – – –
CI
1018
Cigna Investments
Connecticut
$1.15M -$29.1K -69 -2%
EPW
1019
Evolve Private Wealth
California
$1.14M -$157K -372 -12%
ECM
1020
Evergreen Capital Management
Washington
$1.14M -$1.16M -2,757 -50%
TCOO
1021
Trust Company of Oklahoma
Oklahoma
$1.14M -$120K -284 -9%
BCM
1022
Boreal Capital Management
Florida
$1.14M – – –
MSK
1023
Melissa S. Kampmann
$1.14M -$1.18M -2,799 -50%
TNB
1024
Thomasville National Bank
Georgia
$1.14M +$1.18M +2,788 New
RMCM
1025
Reynders McVeigh Capital Management
Massachusetts
$1.13M -$422 -1 -0%
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