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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1001
Balentine LLC
Georgia
$1.19M +$660K +1,562 +115%
PL
1002
Perpetual Ltd
Australia
$1.18M +$763K +1,807 +166%
WIM
1003
WealthPlan Investment Management
Nebraska
$1.18M -$286K -678 -19%
KHCM
1004
Kirtland Hills Capital Management
Ohio
$1.18M -$7.18K -17 -0.6%
FDCP
1005
Foster Dykema Cabot & Partners
Massachusetts
$1.16M – – –
CAM
1006
Carret Asset Management
New York
$1.16M +$2.53K +6 +0.2%
NFG
1007
Nations Financial Group
Iowa
$1.16M -$14.8K -35 -1%
BBA
1008
BLB&B Advisors
Pennsylvania
$1.16M -$2.3M -5,457 -66%
KIA
1009
Knollwood Investment Advisory
Maryland
$1.16M -$3.28M -7,757 -73%
SRS
1010
Strong Retirement Solutions
Washington
$1.16M +$127K +301 +12%
WAM
1011
Westport Asset Management
Connecticut
$1.16M – – –
CI
1012
Cigna Investments
Connecticut
$1.15M -$29.1K -69 -2%
EPW
1013
Evolve Private Wealth
California
$1.14M -$157K -372 -12%
ECM
1014
Evergreen Capital Management
Washington
$1.14M -$1.16M -2,757 -50%
TCOO
1015
Trust Company of Oklahoma
Oklahoma
$1.14M -$120K -284 -9%
BCM
1016
Boreal Capital Management
Florida
$1.14M – – –
MSK
1017
Melissa S. Kampmann
$1.14M -$1.18M -2,799 -50%
TNB
1018
Thomasville National Bank
Georgia
$1.14M +$1.18M +2,788 New
SFA
1019
Souders Financial Advisors
Ohio
$1.12M -$51.1K -121 -4%
PDL
1020
Portfolio Design Labs
California
$1.11M +$43.9K +104 +4%
AC
1021
AlphaCore Capital
California
$1.1M -$169K -401 -13%
PWS
1022
Peloton Wealth Strategists
Indiana
$1.1M -$553K -1,310 -33%
ISL
1023
Ingalls & Snyder LLC
New York
$1.1M – – –
VFA
1024
Voya Financial Advisors
Connecticut
$1.1M +$418K +989 +58%
HFM
1025
Hartford Funds Management
Pennsylvania
$1.09M +$200K +473 +21%
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