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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
1026
Financial Advocates Investment Management
Washington
$597K +$344K +1,044 +141%
NP
1027
NorthRock Partners
Minnesota
$595K +$586K +1,778 New
PCM
1028
Penserra Capital Management
California
$594K +$36.3K +110 +7%
ARMT
1029
Amica Retiree Medical Trust
Rhode Island
$591K – – –
WPW
1030
Waldron Private Wealth
Pennsylvania
$591K – – –
CCS
1031
Concentric Capital Strategies
Connecticut
$590K +$581K +1,762 New
RSC
1032
Red Spruce Capital
Pennsylvania
$586K – – –
SB
1033
Sunflower Bank
Texas
$586K -$27.7K -84 -5%
AWM
1034
Aspire Wealth Management
Massachusetts
$582K +$573K +1,739 New
GWAM
1035
Guardian Wealth Advisors (Minnesota)
Minnesota
$582K +$7.25K +22 +1%
CP
1036
Covenant Partners
Tennessee
$581K – – –
TWM
1037
Thrive Wealth Management
Pennsylvania
$579K +$37.2K +113 +7%
SXL
1038
Summit X LLC
Missouri
$578K -$56K -170 -9%
HWMT
1039
Heritage Wealth Management (Texas)
Texas
$576K +$567K +1,719 New
IDBONY
1040
Israel Discount Bank of New York
New York
$572K – – –
PFBT
1041
Parkside Financial Bank & Trust
Missouri
$572K -$9.89K -30 -2%
CBT
1042
CoreFirst Bank & Trust
Kansas
$570K – – –
FDCC
1043
Foster Dykema Cabot & Co
Massachusetts
$569K -$659 -2 -0.1%
WPC
1044
Waters Parkerson & Co
Louisiana
$569K – – –
MLA
1045
My Legacy Advisors
Oregon
$566K +$32.6K +99 +7%
MWP
1046
Meridian Wealth Partners
Pennsylvania
$565K -$4.29K -13 -0.8%
BTI
1047
Blue Trust Inc
Georgia
$564K +$228K +692 +60%
AIM
1048
Arcadia Investment Management
Michigan
$563K – – –
UH
1049
Unigestion Holding
Switzerland
$562K -$369K -1,118 -40%
FNBOH
1050
First National Bank of Hutchinson
Kansas
$557K +$167K +507 +44%
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