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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1351
Insigneo Advisory Services
Florida
$544K -$5.49K -11 -1%
FNBTCON
1352
First National Bank & Trust Co of Newtown
Pennsylvania
$542K – – –
EPIME
1353
Evelyn Partners Investment Management (Europe)
$542K +$15K +30 +3%
VCA
1354
Verdence Capital Advisors
Maryland
$540K -$101K -203 -17%
RSS
1355
Rosenblum Silverman Sutton
California
$540K – – –
PWAM
1356
Private Wealth Asset Management
Iowa
$539K -$3.49K -7 -0.7%
ACM
1357
Ayrshire Capital Management
Connecticut
$539K – – –
GS
1358
GTS Securities
Florida
$538K -$147K -294 -22%
ACL
1359
Applied Capital LLC
Florida
$536K – – –
PWA
1360
Provenance Wealth Advisors
Florida
$535K – – –
WIM
1361
Waverton Investment Management
United Kingdom
$534K – – –
NP
1362
Nilsine Partners
Colorado
$532K +$15K +30 +3%
BT
1363
Banque Transatlantique
France
$529K +$501K +1,003 New
RWM
1364
Revisor Wealth Management
Ohio
$528K -$16K -32 -3%
SWA
1365
Stratos Wealth Advisors
Ohio
$525K +$64.4K +129 +15%
TA
1366
TrueWealth Advisors
Alabama
$524K +$165K +331 +50%
CRI
1367
Colonial River Investments
Virginia
$524K +$217K +435 +79%
SW
1368
SVB Wealth
Massachusetts
$523K -$789K -1,580 -61%
GWP
1369
Gen-Wealth Partners
Michigan
$522K – – –
GC
1370
Gilbert & Cook
Iowa
$522K +$12K +24 +2%
UCB
1371
United Community Bank
South Carolina
$521K -$105K -210 -18%
CH
1372
Cromwell Holdings
Wyoming
$520K – – –
VCM
1373
Versant Capital Management
Arizona
$520K -$3.99K -8 -0.8%
FI
1374
Fosun International
China
$519K – – –
ECM
1375
Elgethun Capital Management
South Dakota
$518K -$49.9K -100 -9%
53 54
55
56 57