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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1026
Maverick Capital
Texas
$1.22M +$1.17M +2,356 New
CGA
1027
Channing Global Advisors
Florida
$1.21M -$4.45K -9 -0.4%
CHC
1028
City Holding Co
West Virginia
$1.21M -$148K -299 -11%
LC
1029
Lincoln Capital
Nebraska
$1.21M -$30.2K -61 -3%
FNC
1030
First National Corp
Massachusetts
$1.21M +$9.9K +20 +0.9%
MADR
1031
Milestones Administradora de Recursos
Brazil
$1.2M – – –
AMCA
1032
Arthur M. Cohen & Associates
Illinois
$1.2M – – –
FA
1033
Faithward Advisors
Pennsylvania
$1.2M -$130K -263 -10%
MC
1034
Moors & Cabot
Massachusetts
$1.2M -$1.49K -3 -0.1%
BAAM
1035
Baker Avenue Asset Management
California
$1.2M -$112K -227 -9%
BHWM
1036
Bar Harbor Wealth Management
New Hampshire
$1.19M -$2.47K -5 -0.2%
EH
1037
Equitable Holdings
New York
$1.19M +$118K +239 +12%
AWP
1038
Accretive Wealth Partners
New Jersey
$1.19M -$8.41K -17 -0.7%
AWM
1039
Axxcess Wealth Management
California
$1.19M -$166K -336 -13%
BC
1040
Bowman & Company
Wisconsin
$1.19M +$111K +224 +11%
RAM
1041
Ramirez Asset Management
New York
$1.19M – – –
GA
1042
GSG Advisors
New Jersey
$1.18M +$17.3K +35 +2%
LGA
1043
Lebenthal Global Advisors
New York
$1.17M +$1.12M +2,272 New
SFP
1044
Shepherd Financial Partners
Massachusetts
$1.17M -$51.5K -104 -4%
IIM
1045
Intact Investment Management
Quebec, Canada
$1.17M – – –
FCM
1046
Fortis Capital Management
Washington
$1.16M +$147K +297 +15%
BWM
1047
Brophy Wealth Management
New Hampshire
$1.16M +$1.11M +2,236 New
HR
1048
Howe & Rusling
New York
$1.15M -$66.3K -134 -6%
FIA
1049
Foundations Investment Advisors
Arizona
$1.15M +$47K +95 +4%
WIM
1050
Waverton Investment Management
United Kingdom
$1.14M -$1.36M -2,755 -56%
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42
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