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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1401
Violich Capital Management
California
$335K – – –
LP
1402
LB Partners
Virginia
$335K – – –
SG
1403
Somerset Group
Minnesota
$335K – – –
PP
1404
Pegasus Partners
Wisconsin
$335K +$322K +750 New
LNB
1405
Ledyard National Bank
$334K +$3K +7 +0.9%
MA
1406
MJP Associates
Connecticut
$334K +$18K +42 +6%
ACA
1407
Anchor Capital Advisors
Massachusetts
$330K -$3.43K -8 -1%
SG
1408
StoneX Group
New York
$328K +$110K +257 +54%
CPRC
1409
Consolidated Portfolio Review Corp
New York
$326K +$314K +731 New
SP
1410
Stablepoint Partners
Massachusetts
$326K +$4.29K +10 +2%
MCA
1411
MSH Capital Advisors
Arizona
$326K -$46.8K -109 -13%
ACH
1412
ArrowMark Colorado Holdings
Colorado
$326K – – –
USCWA
1413
U.S. Capital Wealth Advisors
Texas
$325K +$9.01K +21 +3%
SRC
1414
Shufro Rose & Co
New York
$324K +$25.7K +60 +9%
JWM
1415
Janiczek Wealth Management
Colorado
$323K -$63.1K -147 -17%
OPCM
1416
Osborne Partners Capital Management
California
$323K – – –
EWM
1417
Endowment Wealth Management
Wisconsin
$322K -$858 -2 -0.3%
MRCM
1418
M&R Capital Management
New Jersey
$321K – – –
CSB
1419
City State Bank
Iowa
$320K – – –
MCM
1420
Manchester Capital Management
Vermont
$318K +$13.7K +32 +5%
CFG
1421
Carr Financial Group
Massachusetts
$318K +$2.57K +6 +0.8%
FWM
1422
Foguth Wealth Management
Michigan
$318K +$98.7K +230 +48%
NB
1423
Northwest Bancshares
Pennsylvania
$316K – – –
SWM
1424
Sculati Wealth Management
Michigan
$316K – – –
CP
1425
Canopy Partners
Ohio
$314K +$21.9K +51 +8%
55 56
57
58 59