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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1001
Dana Investment Advisors
Wisconsin
$438K -$46.5K -121 -10%
JCM
1002
Janney Capital Management
Pennsylvania
$438K – – –
SDAM
1003
Shulman DeMeo Asset Management
New York
$438K +$384 +1 +0.1%
FNBOH
1004
First National Bank of Hutchinson
Kansas
$437K -$26.9K -70 -6%
ITFISA
1005
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$437K +$257K +670 +170%
PT
1006
Plimoth Trust
Massachusetts
$435K -$7.69K -20 -2%
M
1007
MOTCO
Texas
$435K +$6.53K +17 +2%
KWM
1008
Keebeck Wealth Management
Illinois
$434K +$81.9K +213 +25%
MC
1009
Moors & Cabot
Massachusetts
$431K +$16.5K +43 +4%
JIP
1010
Jaffetilchin Investment Partners
Florida
$431K +$202K +525 +83%
UB
1011
UMB Bank
Missouri
$430K -$8.07K -21 -2%
JPG
1012
Jordan Park Group
California
$426K +$399K +1,038 New
XT
1013
XTX Topco
Cayman Islands
$426K +$399K +1,039 New
IAN
1014
Integrated Advisors Network
Texas
$423K +$21.5K +56 +6%
HT
1015
Heritage Trust
Oklahoma
$421K – – –
BOTW
1016
Bank of the West
California
$420K +$394K +1,024 New
BCM
1017
Bayesian Capital Management
New York
$419K +$392K +1,020 New
EI
1018
Ellevest Inc
New York
$416K +$3.08K +8 +0.8%
MCG
1019
MACRO Consulting Group
New Jersey
$412K +$6.92K +18 +2%
WA
1020
Waverly Advisors
Alabama
$412K +$79.9K +208 +29%
KPWS
1021
Kestra Private Wealth Services
Texas
$412K +$81.1K +211 +27%
ACM
1022
Ayrshire Capital Management
Connecticut
$410K – – –
FGAM
1023
Financial Gravity Asset Management
Texas
$410K +$12.3K +32 New
USGIU
1024
U.S. Global Investors (USGI)
Texas
$406K – – –
HWMA
1025
Heritage Wealth Management (Arizona)
Arizona
$401K +$17.7K +46 +5%
39 40
41
42 43