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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RSC
1026
Red Spruce Capital
Pennsylvania
$590K +$43.5K +122 +7%
WF
1027
Welch & Forbes
Massachusetts
$585K -$722K -2,025 -54%
CP
1028
Covenant Partners
Tennessee
$585K -$54.2K -152 -8%
CHC
1029
City Holding Co
West Virginia
$584K +$16.4K +46 +3%
MIS
1030
Morningstar Investment Services
Illinois
$584K +$371K +1,040 +147%
APA
1031
American Portfolios Advisors
New York
$584K -$526K -1,476 -46%
PFBT
1032
Parkside Financial Bank & Trust
Missouri
$579K +$21.4K +60 +4%
AC
1033
Annandale Capital
Texas
$578K +$286K +803 +88%
ACM
1034
AlphaCrest Capital Management
New York
$577K +$259K +727 +74%
IDBONY
1035
Israel Discount Bank of New York
New York
$576K – – –
SXL
1036
Summit X LLC
Missouri
$576K +$37.1K +104 +6%
CBT
1037
CoreFirst Bank & Trust
Kansas
$573K -$13.5K -38 -2%
FDCC
1038
Foster Dykema Cabot & Co
Massachusetts
$573K – – –
WPC
1039
Waters Parkerson & Co
Louisiana
$573K – – –
CSPIA
1040
Cary Street Partners Investment Advisory
Virginia
$572K +$605K +1,698 New
GWAM
1041
Guardian Wealth Advisors (Minnesota)
Minnesota
$569K +$28.2K +79 +5%
MWP
1042
Meridian Wealth Partners
Pennsylvania
$568K +$26.7K +75 +5%
CSIC
1043
Clifford Swan Investment Counsel
California
$567K +$26.4K +74 +5%
AIM
1044
Arcadia Investment Management
Michigan
$566K – – –
PCM
1045
Penserra Capital Management
California
$563K -$12.8K -36 -2%
JCM
1046
Jacobi Capital Management
Pennsylvania
$560K +$27.1K +76 +5%
GAM
1047
Gotham Asset Management
New York
$556K -$2.13M -5,979 -78%
TW
1048
TrinityPoint Wealth
Connecticut
$553K +$10.3K +29 +2%
OPS
1049
Orion Portfolio Solutions
Nebraska
$552K -$69.2K -194 -11%
SWA
1050
Sutton Wealth Advisors
Florida
$551K -$6.06K -17 -1%
40 41
42
43 44