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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
1026
Tilia Fiduciary Partners
North Carolina
$653K +$633K +1,383 New
JCM
1027
Jacobi Capital Management
Pennsylvania
$651K -$43.5K -95 -6%
MAM
1028
Madison Asset Management
Wisconsin
$649K – – –
IC
1029
Intersect Capital
California
$641K +$14.2K +31 +2%
CWM
1030
Circle Wealth Management
New Jersey
$634K -$145K -317 -19%
APA
1031
Astoria Portfolio Advisors
New York
$633K +$613K +1,341 New
HFM
1032
Harvest Fund Management
China
$632K +$249K +544 +68%
G
1033
Gainplan
Michigan
$629K +$183K +400 +43%
KWM
1034
Keebeck Wealth Management
Illinois
$622K +$36.6K +80 +6%
HKAM
1035
Horizon Kinetics Asset Management
New York
$621K – – –
PWP
1036
Principle Wealth Partners
Connecticut
$619K -$73.2K -160 -11%
SS
1037
Sunbelt Securities
Texas
$617K +$122K +267 +21%
WB
1038
WesBanco Bank
West Virginia
$616K -$89.7K -196 -13%
GCP
1039
GSA Capital Partners
United Kingdom
$614K -$357K -780 -37%
FA
1040
Faithward Advisors
Pennsylvania
$614K – – –
FNBOSM
1041
First National Bank of South Miami
Florida
$614K – – –
RCWM
1042
Royal Capital Wealth Management
Indiana
$614K +$595K +1,300 New
PWPS
1043
Pinnacle Wealth Planning Services
Ohio
$612K +$36.1K +79 +6%
TP
1044
Tranquility Partners
Tennessee
$612K +$36.1K +79 +6%
FC
1045
Forte Capital
New York
$607K -$59K -129 -9%
OPS
1046
Orion Portfolio Solutions
Nebraska
$607K +$23.3K +51 +4%
HBT
1047
Heartland Bank & Trust
Illinois
$604K +$586K +1,280 New
RT
1048
Rockland Trust
Massachusetts
$600K -$229K -501 -28%
CNC
1049
Canandaigua National Corp
New York
$600K +$581K +1,271 New
ACM
1050
Advisors Capital Management
New Jersey
$598K +$14.2K +31 +3%
40 41
42
43 44