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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1301
Anchor Capital Advisors
Massachusetts
$282K -$5.9K -15 -2%
JLBC
1302
J.L. Bainbridge & Co
Florida
$282K -$50.3K -128 -14%
CCA
1303
Childress Capital Advisors
Texas
$281K +$303K +770 New
TAM
1304
Taurus Asset Management
New York
$280K – – –
PPC
1305
Park Place Capital
Alabama
$279K -$20.1K -51 -6%
EWM
1306
Endowment Wealth Management
Wisconsin
$279K -$17.3K -44 -5%
CAL
1307
Capital Advisors Ltd
Ohio
$278K +$10.2K +26 +4%
EFG
1308
Everhart Financial Group
Ohio
$277K -$176K -447 -37%
GBT
1309
Grove Bank & Trust
Florida
$276K +$40.1K +102 +16%
BC
1310
Burney Company
Virginia
$275K -$18.9K -48 -6%
RBC
1311
Romano Brothers & Co
Illinois
$274K -$1.57K -4 -0.5%
SG
1312
Somerset Group
Minnesota
$274K – – –
RPA
1313
Rock Point Advisors
Vermont
$274K +$295K +750 New
VCM
1314
Violich Capital Management
California
$274K – – –
LNB
1315
Ledyard National Bank
$274K – – –
AWP
1316
Ascent Wealth Partners
New York
$271K +$34.2K +87 +13%
EH
1317
Equitable Holdings
New York
$270K +$35K +89 +14%
IIC
1318
Integrated Investment Consultants
Michigan
$270K -$20.1K -51 -6%
SB
1319
Simmons Bank
Arkansas
$270K -$15.3K -39 -5%
PCM
1320
Prelude Capital Management
New York
$269K +$290K +737 New
CFG
1321
Carr Financial Group
Massachusetts
$268K – – –
DMBA
1322
Deseret Mutual Benefit Administrators
Utah
$268K -$27.9K -71 -9%
NB
1323
Northwest Bancshares
Pennsylvania
$268K -$4.33K -11 -1%
ACH
1324
ArrowMark Colorado Holdings
Colorado
$267K – – –
CFAM
1325
Coury Firm Asset Management
Pennsylvania
$267K +$287K +730 New
51 52
53
54 55