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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IDBONY
1026
Israel Discount Bank of New York
New York
$522K – – –
JCM
1027
Jacobi Capital Management
Pennsylvania
$520K +$13.6K +38 +2%
CBT
1028
CoreFirst Bank & Trust
Kansas
$519K – – –
FDCC
1029
Foster Dykema Cabot & Co
Massachusetts
$519K – – –
WPC
1030
Waters Parkerson & Co
Louisiana
$519K – – –
MWP
1031
Meridian Wealth Partners
Pennsylvania
$519K +$6.08K +17 +1%
EP
1032
Edgestream Partners
New Jersey
$516K +$605K +1,691 New
APA
1033
American Portfolios Advisors
New York
$515K -$16.1K -45 -3%
SPC
1034
Sigma Planning Corp
Michigan
$515K -$287K -802 -32%
CSIC
1035
Clifford Swan Investment Counsel
California
$514K – – –
ETIA
1036
Epic Trust Investment Advisors
Washington
$514K +$602K +1,683 New
AIM
1037
Arcadia Investment Management
Michigan
$513K – – –
SWA
1038
Sutton Wealth Advisors
Florida
$508K +$10.7K +30 +2%
PCM
1039
Penserra Capital Management
California
$508K -$2.86K -8 -0.5%
LHC
1040
Little House Capital
Massachusetts
$508K +$27.2K +76 +5%
SFO
1041
Stokes Family Office
Louisiana
$507K +$39.4K +110 +7%
ALAM
1042
Asahi Life Asset Management
Japan
$501K +$21.5K +60 +4%
MC
1043
Moors & Cabot
Massachusetts
$501K +$140K +391 +31%
SFA
1044
Sequoia Financial Advisors
Ohio
$500K -$204K -571 -26%
WF
1045
Welch & Forbes
Massachusetts
$500K -$35.8K -100 -6%
RB
1046
Rodgers Brothers
Pennsylvania
$498K -$53.7K -150 -8%
IAN
1047
Integrated Advisors Network
Texas
$498K +$27.9K +78 +5%
TWM
1048
Thrive Wealth Management
Pennsylvania
$494K +$86.9K +243 +18%
JSC
1049
Jackson Square Capital
California
$493K – – –
MCA
1050
Magnolia Capital Advisors
Mississippi
$493K +$11.1K +31 +2%
40 41
42
43 44