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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
1101
City Holding Co
West Virginia
$841K -$223K -529 -20%
MGP
1102
M&G plc
United Kingdom
$837K -$962K -2,278 -53%
GCA
1103
Greenwood Capital Associates
South Carolina
$835K -$4.08M -9,650 -82%
IIC
1104
Ironwood Investment Counsel
Arizona
$835K – – –
CT
1105
Colonial Trust
South Carolina
$835K +$11.4K +27 +1%
LS
1106
Livforsakringsbolaget Skandia
Sweden
$834K -$101K -240 -10%
BWM
1107
Baron Wealth Management
Michigan
$833K +$78.5K +186 +10%
IA
1108
IFP Advisors
Florida
$832K -$27.4K -65 -3%
JWCA
1109
J.W. Cole Advisors
Florida
$832K +$234K +555 +37%
EWA
1110
EverSource Wealth Advisors
Alabama
$830K -$354K -838 -29%
GWAM
1111
Guardian Wealth Advisors (Minnesota)
Minnesota
$815K +$15.6K +37 +2%
SBCM
1112
Silverberg Bernstein Capital Management
New York
$815K – – –
CFM
1113
Capricorn Fund Managers
United Kingdom
$815K +$845K +2,000 New
RDWM
1114
Red Door Wealth Management
Tennessee
$810K +$250K +592 +42%
LC
1115
Lincoln Capital
Nebraska
$810K -$92.9K -220 -10%
AM
1116
AGF Management
Ontario, Canada
$810K -$351K -830 -29%
FG
1117
Foster Group
Iowa
$810K -$12.2K -29 -1%
AWE
1118
Avidian Wealth Enterprises
Texas
$806K +$199K +471 +31%
CWA
1119
Crux Wealth Advisors
California
$806K +$835K +1,978 New
OWA
1120
Outlook Wealth Advisors
Texas
$796K – – –
EFG
1121
Everhart Financial Group
Ohio
$793K -$179K -424 -18%
SACTSONJ
1122
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$792K -$65K -154 -7%
HIIFS
1123
Harel Insurance Investments & Financial Services
Israel
$792K -$113K -267 -12%
AP
1124
Advisors Preferred
Maryland
$792K +$760K +1,800 New
WC
1125
Waterloo Capital
Texas
$790K -$1.11M -2,625 -58%
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