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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1026
Virtue Capital Management
Tennessee
$692K +$15.7K +43 +3%
FNBOH
1027
First National Bank of Hutchinson
Kansas
$692K +$2.92K +8 +0.5%
DLA
1028
Douglas Lane & Associates
New York
$686K +$143K +391 +30%
MCA
1029
Magnolia Capital Advisors
Mississippi
$686K -$1.1K -3 -0.2%
LC
1030
Lindbrook Capital
California
$686K +$11K +30 +2%
RA
1031
RiverPark Advisors
New York
$686K -$29.2K -80 -4%
SXL
1032
Summit X LLC
Missouri
$684K -$9.13K -25 -1%
WPC
1033
Waters Parkerson & Co
Louisiana
$682K -$1.1K -3 -0.2%
IDBONY
1034
Israel Discount Bank of New York
New York
$682K – – –
FDCC
1035
Foster Dykema Cabot & Co
Massachusetts
$681K – – –
SB
1036
Sunflower Bank
Texas
$677K -$15K -41 -2%
AIM
1037
Arcadia Investment Management
Michigan
$673K – – –
RIA
1038
Regal Investment Advisors
Michigan
$673K +$33.2K +91 +6%
RDWM
1039
Red Door Wealth Management
Tennessee
$672K +$612K +1,676 New
BC
1040
Bowman & Company
Wisconsin
$672K +$12.1K +33 +2%
PP
1041
Paloma Partners
Connecticut
$666K +$289K +792 +91%
BWM
1042
Baron Wealth Management
Michigan
$664K +$8.4K +23 +1%
OHWP
1043
Oak Harbor Wealth Partners
North Carolina
$663K -$28.1K -77 -4%
PSC
1044
Portman Square Capital
United Kingdom
$661K -$179K -490 -23%
TWI
1045
Thomas White International
Illinois
$661K -$164K -448 -21%
NP
1046
Ninepoint Partners
Ontario, Canada
$656K -$43.8K -120 -7%
IIC
1047
Ironwood Investment Counsel
Arizona
$655K -$61K -167 -9%
NP
1048
NorthRock Partners
Minnesota
$653K -$87.3K -239 -13%
MLA
1049
My Legacy Advisors
Oregon
$650K +$2.56K +7 +0.4%
LC
1050
Lavaca Capital
Texas
$647K -$31.8K -87 -5%
40 41
42
43 44