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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
QI
1076
Qtron Investments
Massachusetts
$502K – – –
HIA
1077
Harbor Investment Advisory
Maryland
$501K -$10.9K -33 -2%
ST
1078
Spinnaker Trust
Maine
$501K – – –
OHWP
1079
Oak Harbor Wealth Partners
North Carolina
$501K +$22.4K +68 +5%
NHC
1080
Nicholas Hoffman & Company
Georgia
$500K +$1.32K +4 +0.3%
NRW
1081
Nova R Wealth
Kansas
$500K – – –
BC
1082
Bowman & Company
Wisconsin
$497K +$37.9K +115 +8%
DTC
1083
Davidson Trust Company
Washington
$497K -$33K -100 -6%
GA
1084
Geller Advisors
New York
$496K +$8.57K +26 +2%
FC
1085
Financial Consulate
Maryland
$492K +$12.5K +38 +3%
NHT
1086
New Hampshire Trust
New Hampshire
$491K +$483K +1,465 New
RIM
1087
Regent Investment Management
Kentucky
$487K +$183K +555 +62%
EAM
1088
Empirical Asset Management
Massachusetts
$486K -$80.1K -243 -14%
WF
1089
Welch & Forbes
Massachusetts
$485K -$62.6K -190 -12%
LAS
1090
LWM Advisory Services
Florida
$481K -$296K -897 -39%
CSIC
1091
Clifford Swan Investment Counsel
California
$474K -$88K -267 -16%
FNBT
1092
FineMark National Bank & Trust
Florida
$470K +$35.9K +109 +8%
WP
1093
WMS Partners
Maryland
$467K +$1.98K +6 +0.4%
FFS
1094
Founders Financial Securities
Maryland
$465K +$39.9K +121 +10%
WB
1095
WesBanco Bank
West Virginia
$461K +$62.6K +190 +16%
CA
1096
Claro Advisors
Massachusetts
$461K +$116K +352 +34%
ACL
1097
Applied Capital LLC
Florida
$454K +$447K +1,356 New
MWM
1098
Mission Wealth Management
California
$452K +$4.94K +15 +1%
PA
1099
Pinnacle Associates
New York
$451K +$131K +398 +42%
RBC
1100
Romano Brothers & Co
Illinois
$451K -$10.2K -31 -2%
42 43
44
45 46