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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMT
1076
Amica Retiree Medical Trust
Rhode Island
$605K -$85.7K -218 -12%
NP
1077
Ninepoint Partners
Ontario, Canada
$598K – – –
IIC
1078
Ironwood Investment Counsel
Arizona
$597K +$393 +1 +0.1%
BS
1079
Bessemer Securities
New York
$597K -$638K -1,622 -50%
KCM
1080
Kendall Capital Management
Maryland
$597K -$153K -390 -19%
VC
1081
Vicus Capital
Pennsylvania
$597K +$405K +1,029 +170%
RAM
1082
Ramirez Asset Management
New York
$595K +$640K +1,629 New
MLA
1083
My Legacy Advisors
Oregon
$592K +$31.1K +79 +5%
FB
1084
Fulton Bank
Pennsylvania
$592K +$19.3K +49 +3%
MCA
1085
Magnolia Capital Advisors
Mississippi
$592K +$1.18K +3 +0.2%
BWM
1086
Baron Wealth Management
Michigan
$592K -$14.5K -37 -2%
LC
1087
Lavaca Capital
Texas
$589K – – –
BIC
1088
Beach Investment Counsel
Pennsylvania
$585K – – –
ITFISA
1089
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$585K – – –
FFS
1090
Founders Financial Securities
Maryland
$583K +$47.2K +120 +8%
CBT
1091
CoreFirst Bank & Trust
Kansas
$582K – – –
PCIG
1092
Partners Capital Investment Group
Massachusetts
$580K +$186K +473 +42%
PP
1093
PDS Planning
Ohio
$580K +$1.97K +5 +0.3%
HWMT
1094
Heritage Wealth Management (Texas)
Texas
$579K +$8.26K +21 +1%
SC
1095
Syon Capital
California
$578K +$622K +1,583 New
LNC
1096
Lincoln National Corp
Pennsylvania
$578K +$94.4K +240 +18%
CAAS
1097
Capital Asset Advisory Services
Michigan
$577K +$10.6K +27 +2%
BP
1098
BBR Partners
New York
$576K +$619K +1,575 New
MIM
1099
Moseley Investment Management
Florida
$574K – – –
CAM
1100
Covenant Asset Management
New Jersey
$568K +$611K +1,554 New
42 43
44
45 46