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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1051
Smithfield Trust
Pennsylvania
$597K -$915 -2 -0.2%
PA
1052
Procyon Advisors
Connecticut
$592K +$457 +1 +0.1%
CA
1053
CoreCap Advisors
Michigan
$586K +$568K +1,242 New
CIC
1054
Carnegie Investment Counsel
Ohio
$585K -$8.69K -19 -2%
RSS
1055
Rosenblum Silverman Sutton
California
$585K – – –
CCT
1056
Country Club Trust
Missouri
$582K – – –
AIL
1057
AGF Investments LLC
Ontario, Canada
$579K -$736K -1,609 -57%
CA
1058
Continuum Advisory
Idaho
$578K -$34.8K -76 -6%
PP
1059
Patten & Patten
Tennessee
$577K – – –
SB
1060
Sunflower Bank
Texas
$577K – – –
SSW
1061
Smith Shellnut Wilson
Mississippi
$577K +$9.15K +20 +2%
CW
1062
CreativeOne Wealth
Kansas
$575K +$140K +305 +33%
FI
1063
Fosun International
China
$567K -$347K -758 -39%
PP
1064
Palladium Partners
Virginia
$567K -$18.3K -40 -3%
GIA
1065
Gladstone Institutional Advisory
Florida
$563K +$110K +241 +25%
MC
1066
Moors & Cabot
Massachusetts
$562K – – –
AWA
1067
Arete Wealth Advisors
Illinois
$558K +$31.1K +68 +6%
CA
1068
Centerpoint Advisors
Massachusetts
$554K – – –
GA
1069
GraniteShares Advisors
New York
$552K +$535K +1,170 New
IBOK
1070
Independence Bank of Kentucky
Kentucky
$551K – – –
AFG
1071
Albion Financial Group
Utah
$550K +$533K +1,165 New
IAN
1072
Integrated Advisors Network
Texas
$548K +$8.69K +19 +2%
BFPW
1073
BOK Financial Private Wealth
Colorado
$542K +$108K +237 +26%
DLA
1074
Douglas Lane & Associates
New York
$539K -$10.1K -22 -2%
BL
1075
Balentine LLC
Georgia
$534K +$32.9K +72 +7%
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