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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1051
TrinityPoint Wealth
Connecticut
$492K -$10.4K -29 -2%
LC
1052
Lindbrook Capital
California
$491K -$6.08K -17 -1%
BIC
1053
Beach Investment Counsel
Pennsylvania
$489K – – –
ITFISA
1054
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$489K -$107K -300 -16%
DTC
1055
Davidson Trust Company
Washington
$483K -$9.3K -26 -2%
BOM
1056
Bank of Marin
California
$482K – – –
MIM
1057
Moseley Investment Management
Florida
$479K – – –
SIG
1058
Stonegate Investment Group
Alabama
$478K +$130K +364 +30%
PF
1059
Phoenix Financial
Israel
$477K -$192K -536 -26%
SFP
1060
Sweet Financial Partners
Minnesota
$476K +$558K +1,560 New
DMBA
1061
Deseret Mutual Benefit Administrators
Utah
$469K -$114K -319 -17%
CSPIA
1062
Cary Street Partners Investment Advisory
Virginia
$469K -$57.6K -161 -9%
IWA
1063
Icon Wealth Advisors
Texas
$469K +$549K +1,535 New
HIA
1064
Harbor Investment Advisory
Maryland
$467K -$1.43K -4 -0.3%
AWA
1065
Arete Wealth Advisors
Illinois
$463K +$41.1K +115 +8%
QI
1066
Qtron Investments
Massachusetts
$458K -$129K -360 -19%
NB
1067
NBT Bank
New York
$458K -$36.1K -101 -6%
ST
1068
Spinnaker Trust
Maine
$457K – – –
UAS
1069
United Asset Strategies
New York
$457K +$536K +1,497 New
NRW
1070
Nova R Wealth
Kansas
$455K – – –
NHC
1071
Nicholas Hoffman & Company
Georgia
$454K – – –
HPWM
1072
Highland Private Wealth Management
Washington
$453K +$6.8K +19 +1%
PIA
1073
Pinion Investment Advisors
Kansas
$451K -$109K -306 -17%
SF
1074
Summit Financial
New Jersey
$451K +$161K +449 +44%
MP
1075
McDonald Partners
Ohio
$450K +$53.3K +149 +11%
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