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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1151
Advisors Capital Management
New Jersey
$716K +$87.5K +204 +15%
PMA
1152
Prudent Man Advisors
Illinois
$716K +$24K +56 +4%
MA
1153
Mutual Advisors
Nebraska
$715K -$5.15K -12 -0.8%
BIC
1154
Beach Investment Counsel
Pennsylvania
$714K – – –
NP
1155
Ninepoint Partners
Ontario, Canada
$714K -$75.9K -177 -10%
OWA
1156
One Wealth Advisors
California
$708K +$20.6K +48 +3%
MI
1157
Motiv8 Investments
Florida
$706K +$85.8K +200 +14%
CP
1158
Covenant Partners
Tennessee
$705K – – –
IIC
1159
Ironwood Investment Counsel
Arizona
$705K +$3.43K +8 +0.5%
CBT
1160
CoreFirst Bank & Trust
Kansas
$700K -$10.3K -24 -2%
MIM
1161
Moseley Investment Management
Florida
$700K – – –
FBT
1162
First Bankers Trust
Kentucky
$698K +$46.3K +108 +7%
BMCM
1163
Bryn Mawr Capital Management
Pennsylvania
$689K +$8.58K +20 +1%
OHWP
1164
Oak Harbor Wealth Partners
North Carolina
$683K +$3K +7 +0.5%
CA
1165
Continuum Advisory
Idaho
$680K +$5.58K +13 +0.9%
PA
1166
Prossimo Advisors
California
$679K +$81.5K +190 +14%
QWP
1167
Quotient Wealth Partners
Texas
$676K -$289K -673 -31%
HW
1168
Hancock Whitney
Mississippi
$676K -$2.15K -5 -0.3%
PCM
1169
Penserra Capital Management
California
$675K +$9.01K +21 +1%
PFG
1170
PAX Financial Group
Texas
$675K -$12.9K -30 -2%
BI
1171
BlueSpruce Investments
Illinois
$674K +$648K +1,511 New
ST
1172
Spinnaker Trust
Maine
$670K – – –
CCM
1173
Campbell Capital Management
Florida
$669K +$644K +1,500 New
ITFISA
1174
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$669K – – –
RZH
1175
Relyea Zuckerberg Hanson
Connecticut
$667K +$38.6K +90 +6%
45 46
47
48 49