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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ALAM
1026
Asahi Life Asset Management
Japan
$294K +$33.7K +100 +13%
JCM
1027
Jacobi Capital Management
Pennsylvania
$294K +$105K +310 +53%
CSPIA
1028
Cary Street Partners Investment Advisory
Virginia
$293K +$123K +364 +69%
TWM
1029
TriaGen Wealth Management
California
$293K +$301K +892 New
ACA
1030
Anchor Capital Advisors
Massachusetts
$292K -$43.9K -130 -13%
COF
1031
Capital One Financial
Virginia
$285K – – –
HPWM
1032
Highland Private Wealth Management
Washington
$284K -$3.04K -9 -1%
CFA
1033
Carroll Financial Associates
North Carolina
$284K +$1.35K +4 +0.5%
SNT
1034
Security National Trust
West Virginia
$279K – – –
FG
1035
Fiduciary Group
Georgia
$279K +$8.43K +25 +3%
TI
1036
Tidal Investments
Wisconsin
$279K +$286K +849 New
SFA
1037
Sequoia Financial Advisors
Ohio
$278K -$7.76K -23 -3%
APWM
1038
Atlas Private Wealth Management
New York
$277K – – –
SFG
1039
StrategIQ Financial Group
Indiana
$277K – – –
MGIA
1040
Matthew Goff Investment Advisor
Texas
$275K – – –
PP
1041
PDT Partners
New York
$274K +$282K +835 New
SWP
1042
Stratos Wealth Partners
Ohio
$272K -$12.8K -38 -4%
KWM
1043
Keebeck Wealth Management
Illinois
$272K +$17.2K +51 +7%
ACM
1044
Arrow Capital Management
New York
$272K +$279K +827 New
MWPCG
1045
Measured Wealth Private Client Group
New Hampshire
$269K +$41.5K +123 +18%
BRG
1046
Bay Rivers Group
Virginia
$267K +$61.7K +183 +29%
RZH
1047
Relyea Zuckerberg Hanson
Connecticut
$266K +$2.7K +8 +1%
WSTAM
1048
Wilbanks Smith & Thomas Asset Management
Virginia
$264K -$7.08K -21 -3%
MIM
1049
Meridiem Investment Management
United Kingdom
$264K +$272K +805 New
ACM
1050
Avalon Capital Management
California
$263K – – –
40 41
42
43 44