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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1051
Lindbrook Capital
California
$548K +$19.3K +54 +3%
WPW
1052
Waldron Private Wealth
Pennsylvania
$544K -$15.3K -43 -3%
JSC
1053
Jackson Square Capital
California
$544K – – –
DTC
1054
Davidson Trust Company
Washington
$542K -$23.2K -65 -4%
CWM
1055
Calamos Wealth Management
Illinois
$541K -$255K -715 -31%
BIC
1056
Beach Investment Counsel
Pennsylvania
$539K – – –
NB
1057
NBT Bank
New York
$539K – – –
DA
1058
DSC Advisors
Illinois
$539K +$109K +307 +24%
CBN
1059
Cadence Bank NA
Texas
$537K – – –
LHC
1060
Little House Capital
Massachusetts
$535K -$3.92K -11 -0.7%
MCA
1061
Magnolia Capital Advisors
Mississippi
$533K +$92K +258 +19%
ALAM
1062
Asahi Life Asset Management
Japan
$533K +$563K +1,580 New
BOM
1063
Bank of Marin
California
$532K -$1.78K -5 -0.3%
GAG
1064
Goodman Advisory Group
Massachusetts
$530K -$43.1K -121 -7%
MIM
1065
Moseley Investment Management
Florida
$529K – – –
WSTAM
1066
Wilbanks Smith & Thomas Asset Management
Virginia
$527K +$55.3K +155 +11%
PFS
1067
Prospera Financial Services
Texas
$526K -$228K -639 -29%
B
1068
Barings
North Carolina
$526K -$48.8K -137 -8%
FIB
1069
First Interstate Bank
Montana
$525K +$555K +1,558 New
IAN
1070
Integrated Advisors Network
Texas
$524K +$17.1K +48 +3%
SFO
1071
Stokes Family Office
Louisiana
$523K -$185K -520 -25%
IWP
1072
Icon Wealth Partners
Texas
$517K -$2.5K -7 -0.5%
HIA
1073
Harbor Investment Advisory
Maryland
$517K +$65.6K +184 +14%
ACM
1074
Advisors Capital Management
New Jersey
$509K +$41.7K +117 +8%
HCMT
1075
Highland Capital Management (Tennessee)
Tennessee
$506K – – –
41 42
43
44 45