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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DTC
1151
Davidson Trust Company
Washington
$728K +$12.7K +30 +2%
FWP
1152
Forefront Wealth Partners
Texas
$727K -$2.96K -7 -0.4%
HIP
1153
HUB Investment Partners
Texas
$726K +$143K +338 +23%
PCM
1154
Penserra Capital Management
California
$724K +$15.6K +37 +2%
VA
1155
VestGen Advisors
Illinois
$721K -$142K -337 -16%
AU
1156
AlphaGrep UK
$719K -$473K -1,119 -39%
WA
1157
Waddell & Associates
Tennessee
$715K -$348K -824 -32%
WFI
1158
West Family Investments
California
$707K +$279K +660 +61%
OL
1159
Odyssean LLC
Connecticut
$706K +$732K +1,734 New
ECM
1160
Ebert Capital Management
California
$703K +$73.5K +174 +11%
GAM
1161
Griffin Asset Management
New York
$703K – – –
LAM
1162
L2 Asset Management
Massachusetts
$699K +$19K +45 +3%
IIM
1163
Ironwood Investment Management
Massachusetts
$698K -$142K -336 -16%
SB
1164
Sunflower Bank
Texas
$695K -$11.8K -28 -2%
NRC
1165
New Republic Capital
North Carolina
$695K +$277K +656 +62%
IDBONY
1166
Israel Discount Bank of New York
New York
$692K – – –
WPC
1167
Waters Parkerson & Co
Louisiana
$692K – – –
BHWM
1168
Bar Harbor Wealth Management
New Hampshire
$691K -$19.4K -46 -3%
PIM
1169
Platinum Investment Management
Australia
$686K +$712K +1,685 New
LA
1170
LVW Advisors
New York
$683K -$121K -287 -15%
MWM
1171
Modern Wealth Management
Kansas
$682K +$9.71K +23 +1%
NPT
1172
National Philanthropic Trust
Pennsylvania
$679K +$49.8K +118 +8%
KCM
1173
Kathmere Capital Management
Pennsylvania
$678K -$11.8K -28 -2%
XF
1174
XML Financial
Maryland
$675K +$302K +716 +76%
SS
1175
SBI Securities
Japan
$674K -$29.1K -69 -4%
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47
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