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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1101
PFG Advisors
Arizona
$481K +$192K +419 +70%
AC
1102
ASB Consultores
Florida
$480K +$465K +1,017 New
AAS
1103
Ameritas Advisory Services
Nebraska
$479K +$464K +1,014 New
LGA
1104
Lebenthal Global Advisors
New York
$478K +$463K +1,013 New
ACM
1105
Ayrshire Capital Management
Connecticut
$472K – – –
BOTW
1106
Bank of the West
California
$472K – – –
DCP
1107
DSM Capital Partners
Florida
$472K +$457K +1,000 New
ER
1108
Enlightenment Research
Florida
$472K +$457K +1,000 New
LFM
1109
LGT Fund Management
Liechtenstein
$472K +$457K +1,000 New
SFA
1110
Sequoia Financial Advisors
Ohio
$472K +$457K +1,000 New
KC
1111
Kenfarb & Co
Kentucky
$469K +$455K +994 New
WANY
1112
Wealthspire Advisors (New York)
New York
$468K -$534K -1,167 -54%
USGIU
1113
U.S. Global Investors (USGI)
Texas
$467K – – –
CIP
1114
Convergence Investment Partners
Florida
$467K +$229K +501 +103%
NW
1115
NewEdge Wealth
Pennsylvania
$465K +$451K +985 New
B
1116
Barings
North Carolina
$464K -$59.9K -131 -12%
GAG
1117
GM Advisory Group
New York
$462K -$116K -253 -21%
CWA
1118
Cornerstone Wealth Advisors
Minnesota
$460K – – –
MOS
1119
MGO One Seven
Ohio
$459K +$241K +527 +118%
MC
1120
Manteio Capital
New Jersey
$459K +$445K +973 New
VIM
1121
VELA Investment Management
Ohio
$456K +$442K +967 New
HPWM
1122
Highland Private Wealth Management
Washington
$454K +$21.5K +47 +5%
HIA
1123
Harbor Investment Advisory
Maryland
$452K -$49.9K -109 -10%
GTCM
1124
Gyon Technologies Capital Management
New Jersey
$450K -$3.04M -6,648 -87%
IIC
1125
Ironwood Investment Counsel
Arizona
$450K -$19.2K -42 -4%
43 44
45
46 47