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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1026
Palumbo Wealth Management
New York
$1.06M +$2.15K +5 +0.2%
SFP
1027
Shepherd Financial Partners
Massachusetts
$1.06M -$2.57K -6 -0.3%
BFA
1028
Beaumont Financial Advisors
Massachusetts
$1.06M -$18.4K -43 -2%
WP
1029
Westmount Partners
California
$1.05M – – –
HR
1030
Howe & Rusling
New York
$1.05M +$3K +7 +0.3%
CGA
1031
Channing Global Advisors
Florida
$1.05M – – –
HFA
1032
Harbert Fund Advisors
Alabama
$1.05M -$279K -650 -22%
AMCA
1033
Arthur M. Cohen & Associates
Illinois
$1.04M +$100K +233 +11%
PA
1034
Pinnacle Associates
New York
$1.04M -$106K -246 -10%
MADR
1035
Milestones Administradora de Recursos
Brazil
$1.04M +$1,000K +2,330 New
SAM
1036
Smartleaf Asset Management
Massachusetts
$1.04M +$180K +419 +22%
AWP
1037
Accretive Wealth Partners
New Jersey
$1.04M -$3.43K -8 -0.3%
FNC
1038
First National Corp
Massachusetts
$1.04M – – –
MC
1039
Moors & Cabot
Massachusetts
$1.03M +$110K +256 +12%
BHWM
1040
Bar Harbor Wealth Management
New Hampshire
$1.03M -$4.29K -10 -0.4%
SIM
1041
Sentry Investment Management
Wisconsin
$1.03M -$203K -474 -17%
RAM
1042
Ramirez Asset Management
New York
$1.02M +$368K +858 +60%
MF
1043
Magnetar Financial
Illinois
$1.02M -$3.34M -7,779 -77%
LIG
1044
Lokken Investment Group
Delaware
$1.01M +$123K +287 +14%
GA
1045
GSG Advisors
New Jersey
$1.01M – – –
IIM
1046
Intact Investment Management
Quebec, Canada
$1.01M +$283K +660 +41%
CT
1047
Colonial Trust
South Carolina
$1M +$36.5K +85 +4%
FG
1048
Foster Group
Iowa
$999K +$10.7K +25 +1%
BCM
1049
Bancreek Capital Management
California
$987K -$5.21M -12,140 -85%
PJSIMP
1050
P.J. Schmidt Investment Management (PJS)
Wisconsin
$970K -$38.2K -89 -4%
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