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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1026
Principal Securities
Iowa
$1.33M +$207K +446 +17%
DWP
1027
Daymark Wealth Partners
Ohio
$1.32M +$279K +600 +24%
AC
1028
AlphaCore Capital
California
$1.32M +$312K +672 +28%
SI
1029
Scharf Investments
California
$1.32M +$1.44M +3,106 New
DT
1030
Diversified Trust
Tennessee
$1.32M +$1M +2,160 +231%
TCOO
1031
Trust Company of Oklahoma
Oklahoma
$1.31M +$151K +325 +12%
KHCM
1032
Kirtland Hills Capital Management
Ohio
$1.3M -$46K -99 -3%
BBA
1033
Baader Bank Aktiengesellschaft
Germany
$1.29M -$1.26M -2,719 -47%
CI
1034
Cooper Investors
Australia
$1.29M +$397K +855 +39%
FHA
1035
Flagship Harbor Advisors
Massachusetts
$1.29M +$163K +352 +13%
CC
1036
Citrine Capital
California
$1.29M -$35.7K -77 -2%
IWA
1037
Icon Wealth Advisors
Texas
$1.28M -$894K -1,926 -39%
WAM
1038
Westport Asset Management
Connecticut
$1.28M +$1.39M +3,000 New
MO
1039
McMillan Office
Michigan
$1.28M – – –
HSA
1040
HBK Sorce Advisory
Pennsylvania
$1.27M -$929 -2 -0.1%
NPA
1041
Nichols & Pratt Advisers
Massachusetts
$1.26M – – –
EWM
1042
Evercore Wealth Management
New York
$1.26M -$81.2K -175 -6%
SOAM
1043
SBI Okasan Asset Management
Japan
$1.25M – – –
GAG
1044
GM Advisory Group
New York
$1.25M – – –
DFG
1045
Demars Financial Group
Washington
$1.25M +$1.36M +2,940 New
JSW
1046
Journey Strategic Wealth
New Jersey
$1.25M +$364K +785 +36%
AIA
1047
AIMZ Investment Advisors
California
$1.25M -$18.6K -40 -1%
AFG
1048
Atomi Financial Group
New York
$1.24M -$37.6K -81 -3%
CI
1049
Cigna Investments
Connecticut
$1.23M -$23.7K -51 -2%
AIM
1050
Anchor Investment Management
South Carolina
$1.23M -$208K -449 -13%
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