Holdings Channel
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Funds Holding SPGI

On this page, we present all of the funds holding SPGI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SPGI, with a link to that fund's top holdings. The next columns indicate the amount of SPGI stock held by each of the funds holding SPGI, followed by the SPGI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1727 funds holding SPGI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Vanguard Group Inc.. For more details on the positions held by Vanguard Group Inc. (or by any of the other funds holding SPGI), click the fund name in the "Holder" column of the funds-holding-SPGI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.28,796,066$12,685,243 12/31/2023
     SPGI28,796,066$12,685,243 12/31/2023
BlackRock Inc.24,222,788$10,670,623 12/31/2023
     SPGI24,222,788$10,670,623 12/31/2023
State Street Corp14,220,395$6,264,368 12/31/2023
     SPGI14,220,395$6,264,368 12/31/2023
TCI Fund Management Ltd.9,032,611$3,979,046 12/31/2023
     SPGI9,032,611$3,979,046 12/31/2023
JPMorgan Chase & Co. $3,466,402 12/31/2023
     SPGI7,870,487$3,467,107 12/31/2023
     Put11,000$4,846 12/31/2023
     Call9,400$4,141 12/31/2023
Wellington Management Group LLP7,100,394$3,127,866 12/31/2023
     SPGI7,100,394$3,127,866 12/31/2023
FMR LLC6,278,836$2,765,953 12/31/2023
     SPGI6,278,836$2,765,953 12/31/2023
Geode Capital Management LLC6,130,144$2,692,056 12/31/2023
     SPGI6,130,144$2,692,056 12/31/2023
Capital International Investors5,502,039$2,423,762 12/31/2023
     SPGI5,502,039$2,423,762 12/31/2023
Morgan Stanley5,000,157$2,202,670 12/31/2023
     SPGI5,000,157$2,202,670 12/31/2023
Bank of America Corp DE $1,790,569 12/31/2023
     SPGI4,551,971$2,005,234 12/31/2023
     Put628,700$276,955 12/31/2023
     Call141,400$62,290 12/31/2023
Norges Bank3,752,070$1,652,862 12/31/2023
     SPGI3,752,070$1,652,862 12/31/2023
Invesco Ltd.3,689,257$1,625,191 12/31/2023
     SPGI3,689,257$1,625,191 12/31/2023
Edgewood Management LLC3,518,550$1,549,992 12/31/2023
     SPGI3,518,550$1,549,992 12/31/2023
Northern Trust Corp3,092,913$1,362,490 12/31/2023
     SPGI3,092,913$1,362,490 12/31/2023
Legal & General Group Plc2,860,567$1,260,139 12/31/2023
     SPGI2,860,567$1,260,139 12/31/2023
Capital World Investors2,818,729$1,241,706 12/31/2023
     SPGI2,818,729$1,241,706 12/31/2023
Price T Rowe Associates Inc. MD2,683,512$1,182,142 12/31/2023
     SPGI2,683,512$1,182,142 12/31/2023
Wells Fargo & Company MN2,624,308$1,156,060 12/31/2023
     SPGI2,624,308$1,156,060 12/31/2023
Parnassus Investments CA2,467,429$1,086,952 12/31/2023
     SPGI2,467,429$1,086,952 12/31/2023
Goldman Sachs Group Inc. $1,080,656 12/31/2023
     SPGI2,704,836$1,191,535 12/31/2023
     Put257,100$113,258 12/31/2023
     Call5,400$2,379 12/31/2023
Bank of New York Mellon Corp2,392,897$1,054,119 12/31/2023
     SPGI2,392,897$1,054,119 12/31/2023
Ameriprise Financial Inc.2,182,210$954,297 12/31/2023
     SPGI2,182,210$954,297 12/31/2023
Sustainable Growth Advisers LP2,153,623$948,714 12/31/2023
     SPGI2,153,623$948,714 12/31/2023
Cantillon Capital Management LLC2,113,064$930,847 12/31/2023
     SPGI2,113,064$930,847 12/31/2023
Nuveen Asset Management LLC2,106,993$928,173 12/31/2023
     SPGI2,106,993$928,173 12/31/2023
Amundi2,093,387$900,512 12/31/2023
     SPGI2,093,387$900,512 12/31/2023
UBS Asset Management Americas Inc.1,920,974$846,227 12/31/2023
     SPGI1,920,974$846,227 12/31/2023
Charles Schwab Investment Management Inc.1,816,218$800,080 12/31/2023
     SPGI1,816,218$800,080 12/31/2023
Unisphere Establishment1,700,000$748,884 12/31/2023
     SPGI1,700,000$748,884 12/31/2023
Valley Forge Capital Management LP1,655,561$729,308 12/31/2023
     SPGI1,655,561$729,308 12/31/2023
Clearbridge Investments LLC1,654,294$728,750 12/31/2023
     SPGI1,654,294$728,750 12/31/2023
Mackenzie Financial Corp1,502,798$662,013 12/31/2023
     SPGI1,502,798$662,013 12/31/2023
Neuberger Berman Group LLC1,450,185$638,823 12/31/2023
     SPGI1,450,185$638,823 12/31/2023
Fayez Sarofim & Co1,449,706$634,812 12/31/2023
     SPGI1,449,706$634,812 12/31/2023
Longview Partners Guernsey LTD1,439,354$634,064 12/31/2023
     SPGI1,439,354$634,064 12/31/2023
Artisan Partners Limited Partnership1,403,726$618,369 12/31/2023
     SPGI1,403,726$618,369 12/31/2023
CIBC Private Wealth Group LLC1,383,911$609,640 12/31/2023
     SPGI1,383,911$609,640 12/31/2023
Rothschild & Co Wealth Management UK Ltd1,372,778$604,736 12/31/2023
     SPGI1,372,778$604,736 12/31/2023
Royal Bank of Canada $594,126 12/31/2023
     SPGI1,393,089$613,685 12/31/2023
     Put44,400$19,559 12/31/2023
Baillie Gifford & Co.1,306,606$575,586 12/31/2023
     SPGI1,306,606$575,586 12/31/2023
Ninety One UK Ltd1,281,117$564,358 12/31/2023
     SPGI1,281,117$564,358 12/31/2023
Lazard Asset Management LLC1,193,681$525,838 12/31/2023
     SPGI1,193,681$525,838 12/31/2023
American Century Companies Inc.1,189,573$524,031 12/31/2023
     SPGI1,189,573$524,031 12/31/2023
Newport Trust Co1,176,338$518,200 12/31/2023
     SPGI1,176,338$518,200 12/31/2023
Citadel Advisors LLC $515,117 12/31/2023
     SPGI1,043,937$459,875 12/31/2023
     Call287,600$126,694 12/31/2023
     Put162,200$71,452 12/31/2023
Allianz Asset Management GmbH $495,440 12/31/2023
     SPGI1,128,271$497,026 12/31/2023
     Put11,300$4,978 12/31/2023
     Call7,700$3,392 12/31/2023
Bessemer Group Inc.1,086,170$478,478 12/31/2023
     SPGI1,086,170$478,478 12/31/2023
Brown Advisory Inc.1,029,747$453,624 12/31/2023
     SPGI1,029,747$453,624 12/31/2023
Fiera Capital Corp1,023,673$450,948 12/31/2023
     SPGI1,023,673$450,948 12/31/2023
Envestnet Asset Management Inc.1,012,208$445,898 12/31/2023
     SPGI1,012,208$445,898 12/31/2023
Principal Financial Group Inc.1,007,151$443,670 12/31/2023
     SPGI1,007,151$443,670 12/31/2023
UBS Group AG $438,107 12/31/2023
     SPGI951,322$419,076 12/31/2023
     Call147,400$64,933 12/31/2023
     Put104,200$45,902 12/31/2023
Deutsche Bank AG966,130$425,600 12/31/2023
     SPGI966,130$425,600 12/31/2023
Loomis Sayles & Co. L P962,642$424,063 12/31/2023
     SPGI962,642$424,063 12/31/2023
Credit Suisse AG947,029$417,185 12/31/2023
     SPGI947,029$417,185 12/31/2023
Barclays PLC $390,567 12/31/2023
     SPGI898,102$395,633 12/31/2023
     Put16,800$7,401 12/31/2023
     Call5,300$2,335 12/31/2023
Farallon Capital Management LLC882,595$388,801 12/31/2023
     SPGI882,595$388,801 12/31/2023
Franklin Resources Inc.837,103$368,761 12/31/2023
     SPGI837,103$368,761 12/31/2023
Allen Investment Management LLC825,162$363,500 12/31/2023
     SPGI825,162$363,500 12/31/2023
Bank of Montreal Can808,347$357,426 12/31/2023
     SPGI808,347$357,426 12/31/2023
Independent Franchise Partners LLP798,525$351,766 12/31/2023
     SPGI798,525$351,766 12/31/2023
Temasek Holdings Private Ltd794,791$350,121 12/31/2023
     SPGI794,791$350,121 12/31/2023
Sumitomo Mitsui Trust Holdings Inc.794,264$349,889 12/31/2023
     SPGI794,264$349,889 12/31/2023
C WorldWide Group Holding A S775,605$341,670 12/31/2023
     SPGI775,605$341,670 12/31/2023
Mawer Investment Management Ltd.768,558$338,565 12/31/2023
     SPGI768,558$338,565 12/31/2023
Raymond James & Associates758,547$334,155 12/31/2023
     SPGI758,547$334,155 12/31/2023
Dimensional Fund Advisors LP730,571$321,838 12/31/2023
     SPGI730,571$321,838 12/31/2023
The PNC Financial Services Group Inc.723,718$318,812 12/31/2023
     SPGI723,718$318,812 12/31/2023
Capital Research Global Investors676,877$298,181 12/31/2023
     SPGI676,877$298,181 12/31/2023
Hsbc Holdings PLC $293,748 12/31/2023
     SPGI681,679$300,266 12/31/2023
     Put14,800$6,518 12/31/2023
Bank Julius Baer & Co. Ltd Zurich658,182$289,942 12/31/2023
     SPGI658,182$289,942 12/31/2023
First Manhattan Co.651,016$284,397 12/31/2023
     SPGI651,016$284,397 12/31/2023
Millennium Management LLC $283,323 12/31/2023
     SPGI630,556$277,773 12/31/2023
     Call98,500$43,391 12/31/2023
     Put85,900$37,841 12/31/2023
Rhumbline Advisers638,907$281,452 12/31/2023
     SPGI638,907$281,452 12/31/2023
Findlay Park Partners LLP623,620$274,717 12/31/2023
     SPGI623,620$274,717 12/31/2023
AustralianSuper Pty Ltd622,709$274,316 12/31/2023
     SPGI622,709$274,316 12/31/2023
Great West Life Assurance Co. Can609,269$266,998 12/31/2023
     SPGI609,269$266,998 12/31/2023
Prudential Financial Inc.601,256$263,415 12/31/2023
     SPGI601,256$263,415 12/31/2023
Brown Brothers Harriman & Co.597,434$263,182 12/31/2023
     SPGI597,434$263,182 12/31/2023
FIL Ltd590,668$260,201 12/31/2023
     SPGI590,668$260,201 12/31/2023
California Public Employees Retirement System582,300$256,515 12/31/2023
     SPGI582,300$256,515 12/31/2023
The Manufacturers Life Insurance Company 579,184$255,142 12/31/2023
     SPGI579,184$255,142 12/31/2023
Alecta Pensionsforsakring Omsesidigt575,000$253,339 12/31/2023
     SPGI575,000$253,339 12/31/2023
Alliancebernstein L.P.568,548$250,457 12/31/2023
     SPGI568,548$250,457 12/31/2023
BLS Capital Fondsmaeglerselskab A S548,861$241,784 12/31/2023
     SPGI548,861$241,784 12/31/2023
New York State Common Retirement Fund542,709$239,074 12/31/2023
     SPGI542,709$239,074 12/31/2023
Macquarie Group Ltd.535,470$235,885 12/31/2023
     SPGI535,470$235,885 12/31/2023
Russell Investments Group Ltd.520,485$229,344 12/31/2023
     SPGI520,485$229,344 12/31/2023
California State Teachers Retirement System520,274$229,191 12/31/2023
     SPGI520,274$229,191 12/31/2023
ProShare Advisors LLC519,477$228,840 12/31/2023
     SPGI519,477$228,840 12/31/2023
Flossbach Von Storch AG508,303$223,918 12/31/2023
     SPGI508,303$223,918 12/31/2023
USS Investment Management Ltd496,533$218,817 12/31/2023
     SPGI496,533$218,817 12/31/2023
Sei Investments Co.495,525$218,282 12/31/2023
     SPGI495,525$218,282 12/31/2023
National Pension Service490,821$216,216 12/31/2023
     SPGI490,821$216,216 12/31/2023
Stifel Financial Corp475,930$209,670 12/31/2023
     SPGI475,930$209,670 12/31/2023
CI Private Wealth LLC468,136$206,209 12/31/2023
     SPGI468,136$206,209 12/31/2023
Comgest Global Investors S.A.S.466,526$205,514 12/31/2023
     SPGI466,526$205,514 12/31/2023
T. Rowe Price Investment Management Inc.462,152$203,588 12/31/2023
     SPGI462,152$203,588 12/31/2023
Carmignac Gestion458,315$201,907 12/31/2023
     SPGI458,315$201,907 12/31/2023
Standard Life Aberdeen plc454,487$200,211 12/31/2023
     SPGI454,487$200,211 12/31/2023
iA Global Asset Management Inc.452,054$199,139 12/31/2023
     SPGI452,054$199,139 12/31/2023
Intermede Investment Partners Ltd450,759$198,568 12/31/2023
     SPGI450,759$198,568 12/31/2023
Ensign Peak Advisors Inc445,339$196,181 12/31/2023
     SPGI445,339$196,181 12/31/2023
Fred Alger Management LLC442,354$194,866 12/31/2023
     SPGI442,354$194,866 12/31/2023
Nordea Investment Management AB432,635$191,052 12/31/2023
     SPGI432,635$191,052 12/31/2023
Allspring Global Investments Holdings LLC448,613$190,862 03/31/2024
     SPGI448,613$190,862 03/31/2024
OMERS ADMINISTRATION Corp421,000$185,459 12/31/2023
     SPGI421,000$185,459 12/31/2023
Rathbone Brothers plc413,979$182,366 12/31/2023
     SPGI413,979$182,366 12/31/2023
TCW Group Inc.407,524$179,529 12/31/2023
     SPGI407,524$179,529 12/31/2023
DF Dent & Co. Inc.403,477$177,740 12/31/2023
     SPGI403,477$177,740 12/31/2023
Railway Pension Investments Ltd397,000$174,886 12/31/2023
     SPGI397,000$174,886 12/31/2023
Haverford Trust Co.392,956$173,105 12/31/2023
     SPGI392,956$173,105 12/31/2023
Menora Mivtachim Holdings LTD.384,337$169,308 12/31/2023
     SPGI384,337$169,308 12/31/2023
Lord Abbett & CO. LLC383,061$168,746 12/31/2023
     SPGI383,061$168,746 12/31/2023
Holocene Advisors LP378,763$166,853 12/31/2023
     SPGI378,763$166,853 12/31/2023
Aviva PLC377,026$166,087 12/31/2023
     SPGI377,026$166,087 12/31/2023
Robeco Institutional Asset Management B.V.372,592$164,134 12/31/2023
     SPGI372,592$164,134 12/31/2023
Mitsubishi UFJ Kokusai Asset Management Co. Ltd.370,926$159,446 12/31/2023
     SPGI370,926$159,446 12/31/2023
CI Investments Inc.356,366$156,986 12/31/2023
     SPGI356,366$156,986 12/31/2023
Atalan Capital Partners LP350,000$154,182 12/31/2023
     SPGI350,000$154,182 12/31/2023
Vontobel Holding Ltd.341,827$150,582 12/31/2023
     SPGI341,827$150,582 12/31/2023
State Board of Administration of Florida Retirement System338,466$149,101 12/31/2023
     SPGI338,466$149,101 12/31/2023
CCLA Investment Management Ltd336,900$148,923 12/31/2023
     SPGI336,900$148,923 12/31/2023
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main336,640$148,284 12/31/2023
     SPGI336,640$148,284 12/31/2023
Zurcher Kantonalbank Zurich Cantonalbank 327,080$144,085 12/31/2023
     SPGI327,080$144,085 12/31/2023
Qube Research & Technologies Ltd $143,166 12/31/2023
     SPGI341,494$150,435 12/31/2023
     Put16,500$7,269 12/31/2023
Mitsubishi UFJ Trust & Banking Corp323,790$142,636 12/31/2023
     SPGI323,790$142,636 12/31/2023
KBC Group NV322,038$141,865 12/31/2023
     SPGI322,038$141,865 12/31/2023
Citigroup Inc. $138,578 12/31/2023
     SPGI341,578$150,472 12/31/2023
     Put49,000$21,585 12/31/2023
     Call22,000$9,691 12/31/2023
Korea Investment CORP311,016$137,009 12/31/2023
     SPGI311,016$137,009 12/31/2023
Adage Capital Partners GP L.L.C.304,720$134,235 12/31/2023
     SPGI304,720$134,235 12/31/2023
New York State Teachers Retirement System303,230$133,579 12/31/2023
     SPGI303,230$133,579 12/31/2023
Select Equity Group L.P.289,876$127,696 12/31/2023
     SPGI289,876$127,696 12/31/2023
Balyasny Asset Management LLC $125,880 12/31/2023
     SPGI290,454$127,951 12/31/2023
     Put10,900$4,802 12/31/2023
     Call6,200$2,731 12/31/2023
National Bank of Canada FI281,396$122,800 12/31/2023
     SPGI281,396$122,800 12/31/2023
StonePine Asset Management Inc.287,142$122,165 03/31/2024
     SPGI287,142$122,165 03/31/2024
Janus Henderson Group PLC276,300$121,762 12/31/2023
     SPGI276,300$121,762 12/31/2023
Assenagon Asset Management S.A.275,848$121,517 12/31/2023
     SPGI275,848$121,517 12/31/2023
Royal London Asset Management Ltd.274,063$120,730 12/31/2023
     SPGI274,063$120,730 12/31/2023
Skye Global Management LP274,000$120,702 12/31/2023
     SPGI274,000$120,702 12/31/2023
US Bancorp DE273,821$120,625 12/31/2023
     SPGI273,821$120,625 12/31/2023
DNB Asset Management AS273,598$116,402 03/31/2024
     SPGI273,598$116,402 03/31/2024
Douglass Winthrop Advisors LLC260,036$114,551 12/31/2023
     SPGI260,036$114,551 12/31/2023
Strs Ohio257,526$113,445 12/31/2023
     SPGI257,526$113,445 12/31/2023
Raymond James Financial Services Advisors Inc.256,374$112,938 12/31/2023
     SPGI256,374$112,938 12/31/2023
Nissay Asset Management Corp Japan ADV255,623$112,607 12/31/2023
     SPGI255,623$112,607 12/31/2023
Milestone Resources Group Ltd254,293$112,021 12/31/2023
     SPGI254,293$112,021 12/31/2023
Baird Financial Group Inc.252,041$111,029 12/31/2023
     SPGI252,041$111,029 12/31/2023
Canada Pension Plan Investment Board249,276$109,811 12/31/2023
     SPGI249,276$109,811 12/31/2023
Locust Wood Capital Advisers LLC247,933$109,219 12/31/2023
     SPGI247,933$109,219 12/31/2023
Nomura Asset Management Co. Ltd.244,840$107,857 12/31/2023
     SPGI244,840$107,857 12/31/2023
Manning & Napier Group LLC245,041$104,250 03/31/2024
     SPGI245,041$104,250 03/31/2024
Federated Hermes Inc.236,089$104,002 12/31/2023
     SPGI236,089$104,002 12/31/2023
Johnson Investment Counsel Inc.230,860$101,698 12/31/2023
     SPGI230,860$101,698 12/31/2023
Victory Capital Management Inc.220,159$96,984 12/31/2023
     SPGI220,159$96,984 12/31/2023
Massachusetts Financial Services Co. MA217,552$95,836 12/31/2023
     SPGI217,552$95,836 12/31/2023
Mercer Global Advisors Inc. ADV212,776$93,732 12/31/2023
     SPGI212,776$93,732 12/31/2023
DekaBank Deutsche Girozentrale207,539$91,065 12/31/2023
     SPGI207,539$91,065 12/31/2023
LPL Financial LLC203,296$89,556 12/31/2023
     SPGI203,296$89,556 12/31/2023
BNP PARIBAS ASSET MANAGEMENT Holding S.A.199,720$87,980 12/31/2023
     SPGI199,720$87,980 12/31/2023
Degroof Petercam Asset Management199,640$87,945 12/31/2023
     SPGI199,640$87,945 12/31/2023
Compagnie Lombard Odier SCmA196,204$86,432 12/31/2023
     SPGI196,204$86,432 12/31/2023
Riverbridge Partners LLC195,013$85,907 12/31/2023
     SPGI195,013$85,907 12/31/2023
Marsico Capital Management LLC188,647$83,103 12/31/2023
     SPGI188,647$83,103 12/31/2023
SG Americas Securities LLC188,565$83,067 12/31/2023
     SPGI188,565$83,067 12/31/2023
James Hambro & Partners187,962$82,833 12/31/2023
     SPGI187,962$82,833 12/31/2023
Blair William & Co. IL187,298$82,508 12/31/2023
     SPGI187,298$82,508 12/31/2023
Toronto Dominion Bank187,011$82,382 12/31/2023
     SPGI187,011$82,382 12/31/2023
Susquehanna International Group LLP $81,902 12/31/2023
     Call348,500$153,521 12/31/2023
     Put256,900$113,170 12/31/2023
     SPGI94,322$41,551 12/31/2023
State of Wisconsin Investment Board185,504$81,718 12/31/2023
     SPGI185,504$81,718 12/31/2023
Caisse DE Depot ET Placement DU Quebec185,481$81,708 12/31/2023
     SPGI185,481$81,708 12/31/2023
State of New Jersey Common Pension Fund D185,477$81,706 12/31/2023
     SPGI185,477$81,706 12/31/2023
Perpetual Ltd191,526$81,485 03/31/2024
     SPGI191,526$81,485 03/31/2024
State of Tennessee Treasury Department184,093$81,097 12/31/2023
     SPGI184,093$81,097 12/31/2023
Confluence Investment Management LLC189,865$80,778 03/31/2024
     SPGI189,865$80,778 03/31/2024
Chevy Chase Trust Holdings Inc.181,383$79,903 12/31/2023
     SPGI181,383$79,903 12/31/2023
Truist Financial Corp179,539$79,091 12/31/2023
     SPGI179,539$79,091 12/31/2023
Pictet Asset Management Holding SA176,858$77,909 12/31/2023
     SPGI176,858$77,909 12/31/2023
Crawford Investment Counsel Inc.173,683$76,511 12/31/2023
     SPGI173,683$76,511 12/31/2023
InterOcean Capital Group LLC173,010$76,214 12/31/2023
     SPGI173,010$76,214 12/31/2023
Natixis Advisors L.P.172,766$76,107 12/31/2023
     SPGI172,766$76,107 12/31/2023
Public Employees Retirement System of Ohio171,196$75,415 12/31/2023
     SPGI171,196$75,415 12/31/2023
Alkeon Capital Management LLC169,700$74,756 12/31/2023
     SPGI169,700$74,756 12/31/2023
Candriam Luxembourg S.C.A.169,024$74,462 12/31/2023
     SPGI169,024$74,462 12/31/2023
Handelsbanken Fonder AB168,383$74,176 12/31/2023
     SPGI168,383$74,176 12/31/2023
Stonehage Fleming Financial Services Holdings Ltd165,516$72,913 12/31/2023
     SPGI165,516$72,913 12/31/2023
Bowen Hanes & Co. Inc.165,477$72,896 12/31/2023
     SPGI165,477$72,896 12/31/2023
Nicholas Company Inc.165,475$72,895 12/31/2023
     SPGI165,475$72,895 12/31/2023
Bristol John W & Co. Inc. NY164,678$72,544 12/31/2023
     SPGI164,678$72,544 12/31/2023
B. Metzler seel. Sohn & Co. AG163,931$72,215 12/31/2023
     SPGI163,931$72,215 12/31/2023
Keybank National Association OH162,909$71,765 12/31/2023
     SPGI162,909$71,765 12/31/2023
HighTower Advisors LLC $71,688 12/31/2023
     SPGI162,774$71,688 12/31/2023
     Put500$0 12/31/2023
Schwartz Investment Counsel Inc.162,400$71,540 12/31/2023
     SPGI162,400$71,540 12/31/2023
Clark Capital Management Group Inc.160,939$70,897 12/31/2023
     SPGI160,939$70,897 12/31/2023
TD Asset Management Inc.158,818$69,963 12/31/2023
     SPGI158,818$69,963 12/31/2023
Westfield Capital Management Co. LP157,421$69,347 12/31/2023
     SPGI157,421$69,347 12/31/2023
Mn Services Vermogensbeheer B.V.155,165$68,353 12/31/2023
     SPGI155,165$68,353 12/31/2023
Asset Management One Co. Ltd.154,093$68,084 12/31/2023
     SPGI154,093$68,084 12/31/2023
Gabelli Funds LLC152,254$67,071 12/31/2023
     SPGI152,254$67,071 12/31/2023
Markel Corp150,690$66,382 12/31/2023
     SPGI150,690$66,382 12/31/2023
CDAM UK Ltd145,300$64,008 12/31/2023
     SPGI145,300$64,008 12/31/2023
Treasurer of the State of North Carolina144,270$63,554 12/31/2023
     SPGI144,270$63,554 12/31/2023
HM Payson & Co.143,123$63,049 12/31/2023
     SPGI143,123$63,049 12/31/2023
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund139,449$61,430 12/31/2023
     SPGI139,449$61,430 12/31/2023
GW&K Investment Management LLC138,811$61,149 12/31/2023
     SPGI138,811$61,149 12/31/2023
Marathon Asset Mgmt Ltd138,532$61,026 12/31/2023
     SPGI138,532$61,026 12/31/2023
Skandinaviska Enskilda Banken AB publ 137,561$60,598 12/31/2023
     SPGI137,561$60,598 12/31/2023
Cypress Funds LLC137,192$60,436 12/31/2023
     SPGI137,192$60,436 12/31/2023
Delta Asset Management LLC TN136,393$60,084 12/31/2023
     SPGI136,393$60,084 12/31/2023
Ninety One North America Inc.136,069$59,941 12/31/2023
     SPGI136,069$59,941 12/31/2023
Northwestern Mutual Wealth Management Co.134,443$59,227 12/31/2023
     SPGI134,443$59,227 12/31/2023
Bank of Nova Scotia133,014$58,572 12/31/2023
     SPGI133,014$58,572 12/31/2023
Tybourne Capital Management HK Ltd.129,506$57,050 12/31/2023
     SPGI129,506$57,050 12/31/2023
United Capital Financial Advisers LLC126,766$55,843 12/31/2023
     SPGI126,766$55,843 12/31/2023
Kempen Capital Management N.V.125,999$55,505 12/31/2023
     SPGI125,999$55,505 12/31/2023
Bartlett & CO. Wealth Management LLC125,530$55,464 12/31/2023
     SPGI125,530$55,464 12/31/2023
Bartlett & Co. LLC125,530$55,463 12/31/2023
     SPGI125,530$55,463 12/31/2023
Cullinan Associates Inc.127,900$54,415 03/31/2024
     SPGI127,900$54,415 03/31/2024
Great Lakes Advisors LLC122,610$54,013 12/31/2023
     SPGI122,610$54,013 12/31/2023
Cercano Management LLC121,034$53,318 12/31/2023
     SPGI121,034$53,318 12/31/2023
Fifth Third Bancorp120,598$53,126 12/31/2023
     SPGI120,598$53,126 12/31/2023
Sather Financial Group Inc120,399$53,038 12/31/2023
     SPGI120,399$53,038 12/31/2023
Marshall Wace LLP119,098$52,465 12/31/2023
     SPGI119,098$52,465 12/31/2023
Voya Investment Management LLC118,732$52,304 12/31/2023
     SPGI118,732$52,304 12/31/2023
Zurich Insurance Group Ltd FI118,007$51,984 12/31/2023
     SPGI118,007$51,984 12/31/2023
Vaughan David Investments LLC IL117,369$51,703 12/31/2023
     SPGI117,369$51,703 12/31/2023
Rafferty Asset Management LLC114,848$50,593 12/31/2023
     SPGI114,848$50,593 12/31/2023
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp113,459$49,981 12/31/2023
     SPGI113,459$49,981 12/31/2023
D.A. Davidson & CO.112,235$49,442 12/31/2023
     SPGI112,235$49,442 12/31/2023
Howland Capital Management LLC107,769$47,474 12/31/2023
     SPGI107,769$47,474 12/31/2023
D. E. Shaw & Co. Inc. $47,407 12/31/2023
     Call68,400$30,132 12/31/2023
     SPGI43,915$19,345 12/31/2023
     Put4,700$2,070 12/31/2023
RMB Capital Management LLC107,048$47,157 12/31/2023
     SPGI107,048$47,157 12/31/2023
Comerica Bank106,213$46,789 12/31/2023
     SPGI106,213$46,789 12/31/2023
AXA S.A.105,644$46,538 12/31/2023
     SPGI105,644$46,538 12/31/2023
SeaTown Holdings Pte. Ltd.104,943$46,229 12/31/2023
     SPGI104,943$46,229 12/31/2023
Alta Capital Management LLC104,618$46,087 12/31/2023
     SPGI104,618$46,087 12/31/2023
Sandhill Capital Partners LLC103,460$45,576 12/31/2023
     SPGI103,460$45,576 12/31/2023
American International Group Inc.102,474$45,142 12/31/2023
     SPGI102,474$45,142 12/31/2023
Calamos Advisors LLC101,947$44,910 12/31/2023
     SPGI101,947$44,910 12/31/2023
Ironvine Capital Partners LLC101,126$44,548 12/31/2023
     SPGI101,126$44,548 12/31/2023
EP Wealth Advisors LLC99,180$43,691 12/31/2023
     SPGI99,180$43,691 12/31/2023
Dearborn Partners LLC99,110$43,660 12/31/2023
     SPGI99,110$43,660 12/31/2023
La Banque Postale Asset Management SA97,744$43,058 12/31/2023
     SPGI97,744$43,058 12/31/2023
Norinchukin Bank The96,453$42,489 12/31/2023
     SPGI96,453$42,489 12/31/2023
Cumberland Partners Ltd95,875$42,235 12/31/2023
     SPGI95,875$42,235 12/31/2023
Cerity Partners LLC95,558$42,096 12/31/2023
     SPGI95,558$42,096 12/31/2023
BNP Paribas Arbitrage SA $41,788 12/31/2023
     SPGI169,781$74,783 12/31/2023
     Put1,313$57,840 12/31/2023
     Call564$24,845 12/31/2023
Connectus Wealth LLC94,238$41,514 12/31/2023
     SPGI94,238$41,514 12/31/2023
Tredje AP fonden94,081$41,445 12/31/2023
     SPGI94,081$41,445 12/31/2023
Advisor Group Holdings Inc.93,774$41,361 12/31/2023
     SPGI93,774$41,361 12/31/2023
Putnam Investments LLC93,469$41,175 12/31/2023
     SPGI93,469$41,175 12/31/2023
EULAV Asset Management91,692$40,392 12/31/2023
     SPGI91,692$40,392 12/31/2023
Nisa Investment Advisors LLC91,579$40,342 12/31/2023
     SPGI91,579$40,342 12/31/2023
Arizona State Retirement System91,549$40,329 12/31/2023
     SPGI91,549$40,329 12/31/2023
AE Wealth Management LLC90,141$40,257 12/31/2023
     SPGI90,141$40,257 12/31/2023
Schroder Investment Management Group89,584$39,464 12/31/2023
     SPGI89,584$39,464 12/31/2023
Hudson Way Capital Management LLC89,405$39,385 12/31/2023
     SPGI89,405$39,385 12/31/2023
Regions Financial Corp88,880$39,153 12/31/2023
     SPGI88,880$39,153 12/31/2023
Aristotle Atlantic Partners LLC88,539$39,003 12/31/2023
     SPGI88,539$39,003 12/31/2023
GuoLine Advisory Pte Ltd91,400$38,886 03/31/2024
     SPGI91,400$38,886 03/31/2024
Aureus Asset Management LLC86,624$38,160 12/31/2023
     SPGI86,624$38,160 12/31/2023
Quilter Plc85,701$37,866 12/31/2023
     SPGI85,701$37,866 12/31/2023
State of Michigan Retirement System88,053$37,462 03/31/2024
     SPGI88,053$37,462 03/31/2024
NS Partners Ltd84,105$37,050 12/31/2023
     SPGI84,105$37,050 12/31/2023
Panagora Asset Management Inc.84,056$37,028 12/31/2023
     SPGI84,056$37,028 12/31/2023
Lionstone Capital Management LLC84,000$37,004 12/31/2023
     SPGI84,000$37,004 12/31/2023
BI Asset Management Fondsmaeglerselskab A S82,997$36,562 12/31/2023
     SPGI82,997$36,562 12/31/2023
Gillson Capital LP82,840$36,493 12/31/2023
     SPGI82,840$36,493 12/31/2023
Wealth Enhancement Advisory Services LLC83,646$35,587 03/31/2024
     SPGI83,646$35,587 03/31/2024
YCG LLC79,813$35,159 12/31/2023
     SPGI79,813$35,159 12/31/2023
MetLife Investment Management LLC79,692$35,106 12/31/2023
     SPGI79,692$35,106 12/31/2023
Bridges Investment Management Inc.79,189$34,884 12/31/2023
     SPGI79,189$34,884 12/31/2023
Amalgamated Bank79,179$34,880 12/31/2023
     SPGI79,179$34,880 12/31/2023
Benjamin F. Edwards & Company Inc.79,031$34,815 12/31/2023
     SPGI79,031$34,815 12/31/2023
Adams Diversified Equity Fund Inc.78,700$34,669 12/31/2023
     SPGI78,700$34,669 12/31/2023
1832 Asset Management L.P.77,958$34,342 12/31/2023
     SPGI77,958$34,342 12/31/2023
Rokos Capital Management LLP77,514$34,163 12/31/2023
     SPGI77,514$34,163 12/31/2023
CBOE Vest Financial LLC76,862$33,859 12/31/2023
     SPGI76,862$33,859 12/31/2023
Cibc World Markets Corp75,177$33,117 12/31/2023
     SPGI75,177$33,117 12/31/2023
Crestwood Advisors Group LLC74,472$32,807 12/31/2023
     SPGI74,472$32,807 12/31/2023
Texas Permanent School Fund74,434$32,790 12/31/2023
     SPGI74,434$32,790 12/31/2023
Mirae Asset Global Investments Co. Ltd.73,722$32,476 12/31/2023
     SPGI73,722$32,476 12/31/2023
Bowie Capital Management LLC73,545$32,398 12/31/2023
     SPGI73,545$32,398 12/31/2023
Retirement Systems of Alabama71,406$31,456 12/31/2023
     SPGI71,406$31,456 12/31/2023
Weitz Investment Management Inc.71,375$31,442 12/31/2023
     SPGI71,375$31,442 12/31/2023
Equitable Trust Co.71,297$31,408 12/31/2023
     SPGI71,297$31,408 12/31/2023
Gateway Investment Advisers LLC73,537$31,286 03/31/2024
     SPGI73,537$31,286 03/31/2024
Commonwealth of Pennsylvania Public School Empls Retrmt SYS70,952$31,256 12/31/2023
     SPGI70,952$31,256 12/31/2023
Teacher Retirement System of Texas69,134$30,455 12/31/2023
     SPGI69,134$30,455 12/31/2023
TIAA Trust National Association68,793$30,305 12/31/2023
     SPGI68,793$30,305 12/31/2023
Janney Montgomery Scott LLC68,603$30,221 12/31/2023
     SPGI68,603$30,221 12/31/2023
Bradley Foster & Sargent Inc. CT67,549$29,757 12/31/2023
     SPGI67,549$29,757 12/31/2023
Forsta AP Fonden67,285$29,640 12/31/2023
     SPGI67,285$29,640 12/31/2023
Capital Group Private Client Services Inc.66,584$29,332 12/31/2023
     SPGI66,584$29,332 12/31/2023
IFM Investors Pty Ltd65,423$28,820 12/31/2023
     SPGI65,423$28,820 12/31/2023
Provident Investment Management Inc.63,495$27,971 12/31/2023
     SPGI63,495$27,971 12/31/2023
Yousif Capital Management LLC62,433$27,503 12/31/2023
     SPGI62,433$27,503 12/31/2023
Wafra Inc.61,783$27,217 12/31/2023
     SPGI61,783$27,217 12/31/2023
Vestor Capital LLC61,515$27,099 12/31/2023
     SPGI61,515$27,099 12/31/2023
Sirios Capital Management L P61,208$26,963 12/31/2023
     SPGI61,208$26,963 12/31/2023
Teachers Retirement System of The State of Kentucky61,160$26,943 12/31/2023
     SPGI61,160$26,943 12/31/2023
Gluskin Sheff & Assoc Inc.60,602$26,696 12/31/2023
     SPGI60,602$26,696 12/31/2023
CIBC Asset Management Inc60,017$26,439 12/31/2023
     SPGI60,017$26,439 12/31/2023
Greenleaf Trust59,894$26,385 12/31/2023
     SPGI59,894$26,385 12/31/2023
Kayne Anderson Rudnick Investment Management LLC59,771$26,331 12/31/2023
     SPGI59,771$26,331 12/31/2023
Nan Shan Life Insurance Co. Ltd.58,916$25,954 12/31/2023
     SPGI58,916$25,954 12/31/2023
Schonfeld Strategic Advisors LLC58,598$25,814 12/31/2023
     SPGI58,598$25,814 12/31/2023
Mariner LLC58,423$25,737 12/31/2023
     SPGI58,423$25,737 12/31/2023
Cambridge Investment Research Advisors Inc.58,191$25,634 12/31/2023
     SPGI58,191$25,634 12/31/2023
Oppenheimer Asset Management Inc.57,889$25,501 12/31/2023
     SPGI57,889$25,501 12/31/2023
Whittier Trust Co.57,090$25,148 12/31/2023
     SPGI57,090$25,148 12/31/2023
Park National Corp OH58,446$24,866 03/31/2024
     SPGI58,446$24,866 03/31/2024
Utah Retirement Systems55,647$24,514 12/31/2023
     SPGI55,647$24,514 12/31/2023
Fjarde AP Fonden Fourth Swedish National Pension Fund54,800$24,140 12/31/2023
     SPGI54,800$24,140 12/31/2023
Granite Investment Partners LLC54,721$24,106 12/31/2023
     SPGI54,721$24,106 12/31/2023
Czech National Bank56,533$24,052 03/31/2024
     SPGI56,533$24,052 03/31/2024
Point72 Asset Management L.P.54,160$23,859 12/31/2023
     SPGI54,160$23,859 12/31/2023
Titan Global Capital Management USA LLC53,707$23,659 12/31/2023
     SPGI53,707$23,659 12/31/2023
National Mutual Insurance Federation of Agricultural Cooperatives52,800$23,259 12/31/2023
     SPGI52,800$23,259 12/31/2023
Kornitzer Capital Management Inc. KS52,284$23,032 12/31/2023
     SPGI52,284$23,032 12/31/2023
Payden & Rygel51,990$22,903 12/31/2023
     SPGI51,990$22,903 12/31/2023
Pathstone Holdings LLC51,709$22,791 12/31/2023
     SPGI51,709$22,791 12/31/2023
Gates Capital Management Inc. $22,711 12/31/2023
     SPGI301,554$132,841 12/31/2023
     Put250,000$110,130 12/31/2023
CIBC World Markets Inc.51,527$22,699 12/31/2023
     SPGI51,527$22,699 12/31/2023
Tower Research Capital LLC TRC 50,906$22,425 12/31/2023
     SPGI50,906$22,425 12/31/2023
Orion Portfolio Solutions LLC51,866$22,415 12/31/2023
     SPGI51,866$22,415 12/31/2023
New York Life Investment Management LLC50,831$22,392 12/31/2023
     SPGI50,831$22,392 12/31/2023
Public Sector Pension Investment Board50,617$22,298 12/31/2023
     SPGI50,617$22,298 12/31/2023
Cresset Asset Management LLC50,394$22,199 12/31/2023
     SPGI50,394$22,199 12/31/2023
RBF Capital LLC50,000$22,026 12/31/2023
     SPGI50,000$22,026 12/31/2023
Boston Family Office LLC49,964$22,010 12/31/2023
     SPGI49,964$22,010 12/31/2023
Los Angeles Capital Management & Equity Research Inc.51,309$21,829 03/31/2024
     SPGI51,309$21,829 03/31/2024
M&G Investment Management Ltd.49,433$21,800 12/31/2023
     SPGI49,433$21,800 12/31/2023
Public Employees Retirement Association of Colorado48,956$21,566 12/31/2023
     SPGI48,956$21,566 12/31/2023
Pittenger & Anderson Inc.48,854$21,521 12/31/2023
     SPGI48,854$21,521 12/31/2023
Lombard Odier Asset Management Europe Ltd48,844$21,517 12/31/2023
     SPGI48,844$21,517 12/31/2023
Commonwealth Equity Services LLC48,287$21,272 12/31/2023
     SPGI48,287$21,272 12/31/2023
WASHINGTON TRUST Co46,018$20,272 12/31/2023
     SPGI46,018$20,272 12/31/2023
Pictet & Cie Europe SA45,854$20,200 12/31/2023
     SPGI45,854$20,200 12/31/2023
Exencial Wealth Advisors LLC45,795$20,174 12/31/2023
     SPGI45,795$20,174 12/31/2023
Smith Salley & Associates45,502$20,044 12/31/2023
     SPGI45,502$20,044 12/31/2023
Xponance Inc.45,340$19,973 12/31/2023
     SPGI45,340$19,973 12/31/2023
Sumitomo Mitsui DS Asset Management Company Ltd44,706$19,694 12/31/2023
     SPGI44,706$19,694 12/31/2023
Factory Mutual Insurance Co.45,600$19,401 03/31/2024
     SPGI45,600$19,401 03/31/2024
M&T Bank Corp43,786$19,289 12/31/2023
     SPGI43,786$19,289 12/31/2023
Snowden Capital Advisors LLC43,688$19,245 12/31/2023
     SPGI43,688$19,245 12/31/2023
Vancity Investment Management Ltd43,664$19,235 12/31/2023
     SPGI43,664$19,235 12/31/2023
Mutual of America Capital Management LLC43,385$19,112 12/31/2023
     SPGI43,385$19,112 12/31/2023
Peak Asset Management LLC42,146$18,566 12/31/2023
     SPGI42,146$18,566 12/31/2023
Global Assets Advisory LLC43,581$18,542 03/31/2024
     SPGI43,581$18,542 03/31/2024
Cetera Advisors LLC41,713$18,375 12/31/2023
     SPGI41,713$18,375 12/31/2023
AGF Management Ltd.41,427$18,249 12/31/2023
     SPGI41,427$18,249 12/31/2023
Creative Planning41,157$18,131 12/31/2023
     SPGI41,157$18,131 12/31/2023
Maple Capital Management Inc.40,709$17,933 12/31/2023
     SPGI40,709$17,933 12/31/2023
Man Group plc40,305$17,755 12/31/2023
     SPGI40,305$17,755 12/31/2023
Troy Asset Management Ltd40,132$17,679 12/31/2023
     SPGI40,132$17,679 12/31/2023
Bleichroeder LP40,000$17,621 12/31/2023
     SPGI40,000$17,621 12/31/2023
King Luther Capital Management Corp39,906$17,579 12/31/2023
     SPGI39,906$17,579 12/31/2023
Tudor Investment Corp Et Al $17,066 12/31/2023
     SPGI40,240$17,727 12/31/2023
     Put1,500$661 12/31/2023
Raub Brock Capital Management LP39,115$16,642 03/31/2024
     SPGI39,115$16,642 03/31/2024
Ethic Inc.37,730$16,621 12/31/2023
     SPGI37,730$16,621 12/31/2023
Montag & Caldwell LLC37,564$16,548 12/31/2023
     SPGI37,564$16,548 12/31/2023
Round Hill Asset Management37,461$16,502 12/31/2023
     SPGI37,461$16,502 12/31/2023
Rockefeller Capital Management L.P.37,390$16,471 12/31/2023
     SPGI37,390$16,471 12/31/2023
AMF Pensionsforsakring AB38,698$16,469 03/31/2024
     SPGI38,698$16,469 03/31/2024
Polar Capital Holdings Plc36,962$16,282 12/31/2023
     SPGI36,962$16,282 12/31/2023
Pinnacle Financial Partners Inc.36,843$16,230 12/31/2023
     SPGI36,843$16,230 12/31/2023
Natixis36,175$15,936 12/31/2023
     SPGI36,175$15,936 12/31/2023
Barlow Wealth Partners Inc.37,855$15,816 03/31/2024
     SPGI37,855$15,816 03/31/2024
Dock Street Asset Management Inc.35,729$15,739 12/31/2023
     SPGI35,729$15,739 12/31/2023
State of Alaska Department of Revenue34,976$15,407 12/31/2023
     SPGI34,976$15,407 12/31/2023
Dai Ichi Life Insurance Company Ltd34,935$15,390 12/31/2023
     SPGI34,935$15,390 12/31/2023
Quest Investment Management LLC34,678$15,276 12/31/2023
     SPGI34,678$15,276 12/31/2023
TRB Advisors LP35,000$14,891 03/31/2024
     SPGI35,000$14,891 03/31/2024
Guggenheim Capital LLC33,701$14,846 12/31/2023
     SPGI33,701$14,846 12/31/2023
Laurus Investment Counsel Inc.34,880$14,840 03/31/2024
     SPGI34,880$14,840 03/31/2024
Meiji Yasuda Asset Management Co Ltd.32,952$14,516 12/31/2023
     SPGI32,952$14,516 12/31/2023
Captrust Financial Advisors32,839$14,466 12/31/2023
     SPGI32,839$14,466 12/31/2023
Nippon Life Global Investors Americas Inc.32,480$14,308 12/31/2023
     SPGI32,480$14,308 12/31/2023
Atria Investments LLC32,188$14,180 12/31/2023
     SPGI32,188$14,180 12/31/2023
Professional Advisory Services Inc.32,080$14,132 12/31/2023
     SPGI32,080$14,132 12/31/2023
CWM LLC32,786$13,949 03/31/2024
     SPGI32,786$13,949 03/31/2024
Covington Investment Advisors Inc.31,354$13,812 12/31/2023
     SPGI31,354$13,812 12/31/2023
Nicola Wealth Management LTD.31,300$13,788 12/31/2023
     SPGI31,300$13,788 12/31/2023
Claar Advisors LLC31,144$13,720 12/31/2023
     SPGI31,144$13,720 12/31/2023
Commerce Bank31,091$13,696 12/31/2023
     SPGI31,091$13,696 12/31/2023
Jackson Hill Advisors LLC31,000$13,656 12/31/2023
     SPGI31,000$13,656 12/31/2023
Progressive Investment Management Corp30,919$13,620 12/31/2023
     SPGI30,919$13,620 12/31/2023
Huntington National Bank30,821$13,577 12/31/2023
     SPGI30,821$13,577 12/31/2023
Daiwa Securities Group Inc.30,732$13,538 12/31/2023
     SPGI30,732$13,538 12/31/2023
MML Investors Services LLC30,473$13,424 12/31/2023
     SPGI30,473$13,424 12/31/2023
Eastern Bank30,330$13,361 12/31/2023
     SPGI30,330$13,361 12/31/2023
Bedrijfstakpensioenfonds Voor DE Media PNO30,250$13,326 12/31/2023
     SPGI30,250$13,326 12/31/2023
Walleye Capital LLC $13,261 12/31/2023
     SPGI42,103$18,547 12/31/2023
     Put38,400$16,916 12/31/2023
     Call26,400$11,630 12/31/2023
Wealthfront Advisers LLC30,037$13,232 12/31/2023
     SPGI30,037$13,232 12/31/2023
Gamco Investors INC. ET AL29,977$13,205 12/31/2023
     SPGI29,977$13,205 12/31/2023
Bailard Inc.29,732$13,098 12/31/2023
     SPGI29,732$13,098 12/31/2023
Capital International Inc.29,624$13,050 12/31/2023
     SPGI29,624$13,050 12/31/2023
First Financial Bankshares Inc29,546$13,016 12/31/2023
     SPGI29,546$13,016 12/31/2023
APG Asset Management N.V.29,477$12,985 12/31/2023
     SPGI29,477$12,985 12/31/2023
Shell Asset Management Co.29,252$12,886 12/31/2023
     SPGI29,252$12,886 12/31/2023
Clio Asset Management LLC29,145$12,839 12/31/2023
     SPGI29,145$12,839 12/31/2023
Capital International Sarl29,076$12,809 12/31/2023
     SPGI29,076$12,809 12/31/2023
Fiduciary Trust Co.28,714$12,649 12/31/2023
     SPGI28,714$12,649 12/31/2023
O Shaughnessy Asset Management LLC28,521$12,564 12/31/2023
     SPGI28,521$12,564 12/31/2023
Elo Mutual Pension Insurance Co28,410$12,515 12/31/2023
     SPGI28,410$12,515 12/31/2023
Cetera Advisor Networks LLC28,082$12,370 12/31/2023
     SPGI28,082$12,370 12/31/2023
Bellecapital International Ltd.27,639$12,176 12/31/2023
     SPGI27,639$12,176 12/31/2023
Logan Capital Management Inc.27,436$12,086 12/31/2023
     SPGI27,436$12,086 12/31/2023
Envestnet Portfolio Solutions Inc.27,315$12,033 12/31/2023
     SPGI27,315$12,033 12/31/2023
Oakmont Corp27,273$12,014 12/31/2023
     SPGI27,273$12,014 12/31/2023
Edmond DE Rothschild Holding S.A.26,883$11,842 12/31/2023
     SPGI26,883$11,842 12/31/2023
Moran Wealth Management LLC26,871$11,837 12/31/2023
     SPGI26,871$11,837 12/31/2023
TD Waterhouse Canada Inc.26,710$11,785 12/31/2023
     SPGI26,710$11,785 12/31/2023
Pinebridge Investments L.P.26,466$11,659 12/31/2023
     SPGI26,466$11,659 12/31/2023
Steward Partners Investment Advisory LLC26,372$11,617 12/31/2023
     SPGI26,372$11,617 12/31/2023
Transcend Wealth Collective LLC26,166$11,527 12/31/2023
     SPGI26,166$11,527 12/31/2023
Gulf International Bank UK Ltd27,082$11,522 03/31/2024
     SPGI27,082$11,522 03/31/2024
Haverford Financial Services Inc.26,064$11,482 12/31/2023
     SPGI26,064$11,482 12/31/2023
Baader Bank INC25,993$11,450 12/31/2023
     SPGI25,993$11,450 12/31/2023
Community Trust & Investment Co.25,960$11,436 12/31/2023
     SPGI25,960$11,436 12/31/2023
Kentucky Retirement Systems25,923$11,420 12/31/2023
     SPGI25,923$11,420 12/31/2023
Group One Trading L.P. $11,321 12/31/2023
     Call30,800$13,568 12/31/2023
     Put5,100$2,247 12/31/2023
Rockland Trust Co.26,574$11,306 03/31/2024
     SPGI26,574$11,306 03/31/2024
Segment Wealth Management LLC25,512$11,239 12/31/2023
     SPGI25,512$11,239 12/31/2023
Achmea Investment Management B.V.25,403$11,190 12/31/2023
     SPGI25,403$11,190 12/31/2023
JustInvest LLC25,306$11,148 12/31/2023
     SPGI25,306$11,148 12/31/2023
Oregon Public Employees Retirement Fund25,259$11,127 12/31/2023
     SPGI25,259$11,127 12/31/2023
Peapack Gladstone Financial Corp25,253$11,124 12/31/2023
     SPGI25,253$11,124 12/31/2023
BOKF NA25,205$11,103 12/31/2023
     SPGI25,205$11,103 12/31/2023
Maryland State Retirement & Pension System24,975$11,002 12/31/2023
     SPGI24,975$11,002 12/31/2023
Glenview Trust Co24,902$10,970 12/31/2023
     SPGI24,902$10,970 12/31/2023
Middleton & Co Inc MA24,851$10,947 12/31/2023
     SPGI24,851$10,947 12/31/2023
Bamco Inc. NY24,607$10,840 12/31/2023
     SPGI24,607$10,840 12/31/2023
Wedgewood Partners Inc.25,605$10,818 12/31/2023
     SPGI25,605$10,818 12/31/2023
Lido Advisors LLC24,085$10,610 12/31/2023
     SPGI24,085$10,610 12/31/2023
Pictet North America Advisors SA24,043$10,591 12/31/2023
     SPGI24,043$10,591 12/31/2023
Campbell Newman Asset Management Inc.24,759$10,534 03/31/2024
     SPGI24,759$10,534 03/31/2024
Squarepoint Ops LLC $10,527 12/31/2023
     SPGI28,395$12,509 12/31/2023
     Put9,900$4,361 12/31/2023
     Call5,400$2,379 12/31/2023
Stone Run Capital LLC23,395$10,306 12/31/2023
     SPGI23,395$10,306 12/31/2023
Calamos Wealth Management LLC23,142$10,195 12/31/2023
     SPGI23,142$10,195 12/31/2023
First Trust Advisors LP23,020$10,141 12/31/2023
     SPGI23,020$10,141 12/31/2023
Central Bank & Trust Co.23,695$10,081 03/31/2024
     SPGI23,695$10,081 03/31/2024
ING Groep NV22,860$10,070 12/31/2023
     SPGI22,860$10,070 12/31/2023
Jackson Square Partners LLC22,807$10,047 12/31/2023
     SPGI22,807$10,047 12/31/2023
Sawgrass Asset Management LLC22,797$10,043 12/31/2023
     SPGI22,797$10,043 12/31/2023
BLB&B Advisors LLC22,669$9,986 12/31/2023
     SPGI22,669$9,986 12/31/2023
Phraction Management LLC22,591$9,952 12/31/2023
     SPGI22,591$9,952 12/31/2023
Whittier Trust Co. of Nevada Inc.22,451$9,890 12/31/2023
     SPGI22,451$9,890 12/31/2023
Sit Investment Associates Inc.22,421$9,877 12/31/2023
     SPGI22,421$9,877 12/31/2023
Acadian Asset Management LLC22,362$9,848 12/31/2023
     SPGI22,362$9,848 12/31/2023
PYA Waltman Capital LLC22,331$9,837 12/31/2023
     SPGI22,331$9,837 12/31/2023
Kingsview Wealth Management LLC22,304$9,826 12/31/2023
     SPGI22,304$9,826 12/31/2023
Dupont Capital Management Corp22,224$9,790 12/31/2023
     SPGI22,224$9,790 12/31/2023
Cetera Investment Advisers22,196$9,778 12/31/2023
     SPGI22,196$9,778 12/31/2023
Groupama Asset Managment22,110$9,743 12/31/2023
     SPGI22,110$9,743 12/31/2023
Girard Partners LTD.22,104$9,737 12/31/2023
     SPGI22,104$9,737 12/31/2023
Carderock Capital Management Inc.21,936$9,663 12/31/2023
     SPGI21,936$9,663 12/31/2023
AQR Capital Management LLC21,932$9,662 12/31/2023
     SPGI21,932$9,662 12/31/2023
DAVENPORT & Co LLC21,680$9,551 12/31/2023
     SPGI21,680$9,551 12/31/2023
Crossmark Global Holdings Inc.21,676$9,549 12/31/2023
     SPGI21,676$9,549 12/31/2023
AMS Capital Ltda21,391$9,423 12/31/2023
     SPGI21,391$9,423 12/31/2023
Pacer Advisors Inc.21,379$9,418 12/31/2023
     SPGI21,379$9,418 12/31/2023
Advisors Asset Management Inc.21,062$9,278 12/31/2023
     SPGI21,062$9,278 12/31/2023
Mattern Capital Management LLC21,052$9,274 12/31/2023
     SPGI21,052$9,274 12/31/2023
Horizon Kinetics Asset Management LLC20,787$9,157 12/31/2023
     SPGI20,787$9,157 12/31/2023
Motco20,670$9,106 12/31/2023
     SPGI20,670$9,106 12/31/2023
Totem Point Management LLC20,634$9,090 12/31/2023
     SPGI20,634$9,090 12/31/2023
Securian Asset Management Inc20,578$9,065 12/31/2023
     SPGI20,578$9,065 12/31/2023
Corsair Capital Management L.P.20,525$9,042 12/31/2023
     SPGI20,525$9,042 12/31/2023
Penobscot Investment Management Company Inc.20,518$9,039 12/31/2023
     SPGI20,518$9,039 12/31/2023
OFI Invest Asset Management20,520$9,039 12/31/2023
     SPGI20,520$9,039 12/31/2023
Fulcrum Capital LLC21,210$9,024 03/31/2024
     SPGI21,210$9,024 03/31/2024
Lmcg Investments LLC20,365$8,971 12/31/2023
     SPGI20,365$8,971 12/31/2023
GDS Wealth Management20,233$8,913 12/31/2023
     SPGI20,233$8,913 12/31/2023
Hartford Investment Management Co.20,761$8,833 03/31/2024
     SPGI20,761$8,833 03/31/2024
Chicago Capital LLC20,747$8,827 03/31/2024
     SPGI20,747$8,827 03/31/2024
Meiji Yasuda Life Insurance Co19,966$8,795 12/31/2023
     SPGI19,966$8,795 12/31/2023
Capital International Ltd.19,865$8,751 12/31/2023
     SPGI19,865$8,751 12/31/2023
Alps Advisors Inc.19,658$8,660 12/31/2023
     SPGI19,658$8,660 12/31/2023
Louisiana State Employees Retirement System19,600$8,634 12/31/2023
     SPGI19,600$8,634 12/31/2023
Kinneret Advisory LLC19,575$8,623 12/31/2023
     SPGI19,575$8,623 12/31/2023
Alberta Investment Management Corp19,510$8,595 12/31/2023
     SPGI19,510$8,595 12/31/2023
Banco Bilbao Vizcaya Argentaria S.A.19,297$8,500 12/31/2023
     SPGI19,297$8,500 12/31/2023
New Mexico Educational Retirement Board20,586$8,444 03/31/2024
     SPGI20,586$8,444 03/31/2024
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH19,557$8,321 03/31/2024
     SPGI19,557$8,321 03/31/2024
First Horizon Advisors Inc.18,886$8,320 12/31/2023
     SPGI18,886$8,320 12/31/2023
Cinctive Capital Management LP18,802$8,283 12/31/2023
     SPGI18,802$8,283 12/31/2023
Apollon Wealth Management LLC18,798$8,281 12/31/2023
     SPGI18,798$8,281 12/31/2023
Mountain Pacific Investment Advisers Inc. ID19,427$8,265 03/31/2024
     SPGI19,427$8,265 03/31/2024
Court Place Advisors LLC18,651$8,216 12/31/2023
     SPGI18,651$8,216 12/31/2023
Academy Capital Management Inc. TX18,622$8,203 12/31/2023
     SPGI18,622$8,203 12/31/2023
Silvant Capital Management LLC18,589$8,189 12/31/2023
     SPGI18,589$8,189 12/31/2023
Spire Wealth Management18,450$8,154 12/31/2023
     SPGI18,450$8,154 12/31/2023
Prudential PLC18,424$8,116 12/31/2023
     SPGI18,424$8,116 12/31/2023
QRG Capital Management Inc.18,377$8,095 12/31/2023
     SPGI18,377$8,095 12/31/2023
Peninsula Asset Management Inc.18,368$8,091 12/31/2023
     SPGI18,368$8,091 12/31/2023
Glenmede Trust Co. NA18,308$8,065 12/31/2023
     SPGI18,308$8,065 12/31/2023
Baldwin Brothers Inc. MA18,910$8,045 03/31/2024
     SPGI18,910$8,045 03/31/2024
C Partners Holding GmbH18,044$7,949 12/31/2023
     SPGI18,044$7,949 12/31/2023
O Brien Greene & Co. Inc17,998$7,929 12/31/2023
     SPGI17,998$7,929 12/31/2023
GTS Securities LLC $7,906 12/31/2023
     Call23,300$10,264 12/31/2023
     Put11,500$5,066 12/31/2023
     SPGI6,147$2,708 12/31/2023
Birch Hill Investment Advisors LLC17,904$7,887 12/31/2023
     SPGI17,904$7,887 12/31/2023
Stansberry Asset Management LLC17,798$7,840 12/31/2023
     SPGI17,798$7,840 12/31/2023
Metis Global Partners LLC17,722$7,807 12/31/2023
     SPGI17,722$7,807 12/31/2023
Thematics Asset Management17,593$7,750 12/31/2023
     SPGI17,593$7,750 12/31/2023
Cullen Frost Bankers Inc.17,487$7,703 12/31/2023
     SPGI17,487$7,703 12/31/2023
Janney Capital Management LLC17,429$7,678 12/31/2023
     SPGI17,429$7,678 12/31/2023
Cornerstone Advisors LLC17,400$7,665 12/31/2023
     SPGI17,400$7,665 12/31/2023
Ilmarinen Mutual Pension Insurance Co16,964$7,473 12/31/2023
     SPGI16,964$7,473 12/31/2023
West Coast Financial LLC17,427$7,414 03/31/2024
     SPGI17,427$7,414 03/31/2024
Sompo Asset Management Co. Ltd.16,723$7,367 12/31/2023
     SPGI16,723$7,367 12/31/2023
K.J. Harrison & Partners Inc16,593$7,310 12/31/2023
     SPGI16,593$7,310 12/31/2023
Marks Group Wealth Management Inc16,231$7,150 12/31/2023
     SPGI16,231$7,150 12/31/2023
Tikehau Investment Management16,220$7,145 12/31/2023
     SPGI16,220$7,145 12/31/2023
EFG Asset Management Americas Corp.16,022$7,058 12/31/2023
     SPGI16,022$7,058 12/31/2023
Makena Capital Management LLC15,807$6,963 12/31/2023
     SPGI15,807$6,963 12/31/2023
Buffington Mohr McNeal16,017$6,815 03/31/2024
     SPGI16,017$6,815 03/31/2024
Birch Capital Management LLC16,013$6,813 03/31/2024
     SPGI16,013$6,813 03/31/2024
Varma Mutual Pension Insurance Co15,300$6,740 12/31/2023
     SPGI15,300$6,740 12/31/2023
First National Trust Co15,208$6,699 12/31/2023
     SPGI15,208$6,699 12/31/2023
Hennion & Walsh Asset Management Inc.15,703$6,681 03/31/2024
     SPGI15,703$6,681 03/31/2024
Bell Asset Management Ltd14,966$6,593 12/31/2023
     SPGI14,966$6,593 12/31/2023
Townsquare Capital LLC14,910$6,568 12/31/2023
     SPGI14,910$6,568 12/31/2023
Dixon Mitchell Investment Counsel Inc.15,220$6,475 03/31/2024
     SPGI15,220$6,475 03/31/2024
Ameritas Investment Partners Inc.14,658$6,457 12/31/2023
     SPGI14,658$6,457 12/31/2023
Ossiam14,643$6,451 12/31/2023
     SPGI14,643$6,451 12/31/2023
IMC Chicago LLC $6,382 03/31/2024
     Call38,500$16,380 03/31/2024
     Put23,500$9,998 03/31/2024
Sumitomo Life Insurance Co.14,456$6,368 12/31/2023
     SPGI14,456$6,368 12/31/2023
Taikang Asset Management Hong Kong Co Ltd14,446$6,364 12/31/2023
     SPGI14,446$6,364 12/31/2023
B.O.S.S. Retirement Advisors LLC14,359$6,325 12/31/2023
     SPGI14,359$6,325 12/31/2023
Nemes Rush Group LLC14,287$6,294 12/31/2023
     SPGI14,287$6,294 12/31/2023
Toroso Investments LLC14,205$6,258 12/31/2023
     SPGI14,205$6,258 12/31/2023
Bancreek Capital Management LP14,166$6,240 12/31/2023
     SPGI14,166$6,240 12/31/2023
Lombard Odier Asset Management Switzerland SA14,152$6,234 12/31/2023
     SPGI14,152$6,234 12/31/2023
Thrivent Financial for Lutherans14,072$6,199 12/31/2023
     SPGI14,072$6,199 12/31/2023
Camden National Bank14,020$6,176 12/31/2023
     SPGI14,020$6,176 12/31/2023
Fullerton Fund Management Co Ltd.13,897$6,122 12/31/2023
     SPGI13,897$6,122 12/31/2023
Financial & Tax Architects LLC13,808$6,083 12/31/2023
     SPGI13,808$6,083 12/31/2023
Colonial Trust Advisors13,767$6,064 12/31/2023
     SPGI13,767$6,064 12/31/2023
Harbor Advisors LLC13,667$6,021 12/31/2023
     SPGI13,667$6,021 12/31/2023
Whitford Management LLC13,579$5,982 12/31/2023
     SPGI13,579$5,982 12/31/2023
Lighthouse Investment Partners LLC13,449$5,925 12/31/2023
     SPGI13,449$5,925 12/31/2023
Merit Financial Group LLC13,384$5,896 12/31/2023
     SPGI13,384$5,896 12/31/2023
First Western Trust Bank13,335$5,874 12/31/2023
     SPGI13,335$5,874 12/31/2023
WS Portfolio Advisory LLC13,255$5,839 12/31/2023
     SPGI13,255$5,839 12/31/2023
First National Bank of Mount Dora Trust Investment Services13,666$5,814 03/31/2024
     SPGI13,666$5,814 03/31/2024
Metropolitan Life Insurance Co NY13,189$5,810 12/31/2023
     SPGI13,189$5,810 12/31/2023
Wetherby Asset Management Inc.13,172$5,803 12/31/2023
     SPGI13,172$5,803 12/31/2023
Everence Capital Management Inc.13,164$5,799 12/31/2023
     SPGI13,164$5,799 12/31/2023
Crestline Management LP13,148$5,792 12/31/2023
     SPGI13,148$5,792 12/31/2023
Massmutual Trust Co. FSB ADV13,532$5,757 03/31/2024
     SPGI13,532$5,757 03/31/2024
Mizuho Markets Americas LLC12,995$5,725 12/31/2023
     SPGI12,995$5,725 12/31/2023
Ieq Capital LLC12,977$5,717 12/31/2023
     SPGI12,977$5,717 12/31/2023
Jupiter Asset Management Ltd.12,849$5,660 12/31/2023
     SPGI12,849$5,660 12/31/2023
E. Ohman J or Asset Management AB12,800$5,639 12/31/2023
     SPGI12,800$5,639 12/31/2023
Clear Harbor Asset Management LLC12,767$5,624 12/31/2023
     SPGI12,767$5,624 12/31/2023
Sentinel Trust Co. LBA12,729$5,607 12/31/2023
     SPGI12,729$5,607 12/31/2023
Miracle Mile Advisors LLC13,108$5,577 03/31/2024
     SPGI13,108$5,577 03/31/2024
Fragasso Group Inc.12,877$5,479 03/31/2024
     SPGI12,877$5,479 03/31/2024
Highland Capital Management LLC12,417$5,470 12/31/2023
     SPGI12,417$5,470 12/31/2023
KCM Investment Advisors LLC12,403$5,464 12/31/2023
     SPGI12,403$5,464 12/31/2023
Evoke Wealth LLC12,346$5,439 12/31/2023
     SPGI12,346$5,439 12/31/2023
Independent Advisor Alliance12,335$5,434 12/31/2023
     SPGI12,335$5,434 12/31/2023
Banque Pictet & Cie SA12,306$5,421 12/31/2023
     SPGI12,306$5,421 12/31/2023
Knollwood Investment Advisory LLC12,305$5,421 12/31/2023
     SPGI12,305$5,421 12/31/2023
Mitchell Capital Management Co.12,295$5,416 12/31/2023
     SPGI12,295$5,416 12/31/2023
Waverton Investment Management Ltd12,245$5,396 12/31/2023
     SPGI12,245$5,396 12/31/2023
Choate Investment Advisors12,201$5,375 12/31/2023
     SPGI12,201$5,375 12/31/2023
Kerrisdale Advisers LLC12,141$5,348 12/31/2023
     SPGI12,141$5,348 12/31/2023
Kestra Private Wealth Services LLC12,026$5,298 12/31/2023
     SPGI12,026$5,298 12/31/2023
Candlestick Capital Management LP12,000$5,286 12/31/2023
     SPGI12,000$5,286 12/31/2023
SS&H Financial Advisors Inc.11,887$5,236 12/31/2023
     SPGI11,887$5,236 12/31/2023
Park Avenue Securities LLC12,069$5,135 03/31/2024
     SPGI12,069$5,135 03/31/2024
Scholtz & Company LLC11,604$5,112 12/31/2023
     SPGI11,604$5,112 12/31/2023
Cape Cod Five Cents Savings Bank11,565$5,095 12/31/2023
     SPGI11,565$5,095 12/31/2023
Mount Capital Ltd11,550$5,088 12/31/2023
     SPGI11,550$5,088 12/31/2023
BTC Capital Management Inc.11,953$5,085 03/31/2024
     SPGI11,953$5,085 03/31/2024
Amica Mutual Insurance Co.11,543$5,085 12/31/2023
     SPGI11,543$5,085 12/31/2023
Kentucky Retirement Systems Insurance Trust Fund11,543$5,085 12/31/2023
     SPGI11,543$5,085 12/31/2023
Beacon Pointe Advisors LLC11,517$5,074 12/31/2023
     SPGI11,517$5,074 12/31/2023
First Merchants Corp11,439$5,039 12/31/2023
     SPGI11,439$5,039 12/31/2023
Atria Wealth Solutions Inc.11,392$5,018 12/31/2023
     SPGI11,392$5,018 12/31/2023
GHP Investment Advisors Inc.11,373$5,010 12/31/2023
     SPGI11,373$5,010 12/31/2023
Interval Partners LP $5,007 12/31/2023
     SPGI26,367$11,615 12/31/2023
     Put150$6,608 12/31/2023
Vinva Investment Management Ltd11,318$5,001 12/31/2023
     SPGI11,318$5,001 12/31/2023
Kestra Advisory Services LLC11,302$4,979 12/31/2023
     SPGI11,302$4,979 12/31/2023
Financial Counselors Inc.11,086$4,884 12/31/2023
     SPGI11,086$4,884 12/31/2023
Neville Rodie & Shaw Inc.11,406$4,853 03/31/2024
     SPGI11,406$4,853 03/31/2024
Bluegrass Capital Partners LP11,000$4,846 12/31/2023
     SPGI11,000$4,846 12/31/2023
Tower Bridge Advisors10,971$4,833 12/31/2023
     SPGI10,971$4,833 12/31/2023
Bogart Wealth LLC10,958$4,827 12/31/2023
     SPGI10,958$4,827 12/31/2023
Banque Cantonale Vaudoise11,343$4,825 03/31/2024
     SPGI11,343$4,825 03/31/2024
Chesley Taft & Associates LLC11,235$4,780 03/31/2024
     SPGI11,235$4,780 03/31/2024
Pitcairn Co.10,819$4,766 12/31/2023
     SPGI10,819$4,766 12/31/2023
PFG Advisors10,819$4,766 12/31/2023
     SPGI10,819$4,766 12/31/2023
Freemont Management S.A.10,800$4,758 12/31/2023
     SPGI10,800$4,758 12/31/2023
Duncker Streett & Co. Inc.10,669$4,700 12/31/2023
     SPGI10,669$4,700 12/31/2023
Chartwell Investment Partners LLC10,613$4,675 12/31/2023
     SPGI10,613$4,675 12/31/2023
Banco Santander S.A.10,582$4,662 12/31/2023
     SPGI10,582$4,662 12/31/2023
Blue Zone Wealth Advisors LLC10,888$4,632 03/31/2024
     SPGI10,888$4,632 03/31/2024
Aperture Investors LLC10,491$4,621 12/31/2023
     SPGI10,491$4,621 12/31/2023
Ostrum Asset Management10,472$4,613 12/31/2023
     SPGI10,472$4,613 12/31/2023
Empirical Finance LLC10,435$4,597 12/31/2023
     SPGI10,435$4,597 12/31/2023
Litman Gregory Asset Management LLC10,408$4,585 12/31/2023
     SPGI10,408$4,585 12/31/2023
Freestone Capital Holdings LLC10,403$4,583 12/31/2023
     SPGI10,403$4,583 12/31/2023
Alerus Financial NA10,388$4,576 12/31/2023
     SPGI10,388$4,576 12/31/2023
UNIVEST FINANCIAL Corp10,306$4,540 12/31/2023
     SPGI10,306$4,540 12/31/2023
Northwestern Mutual Investment Management Company LLC10,254$4,517 12/31/2023
     SPGI10,254$4,517 12/31/2023
LGT Group Foundation10,156$4,487 12/31/2023
     SPGI10,156$4,487 12/31/2023
GWM Advisors LLC10,119$4,471 12/31/2023
     SPGI10,119$4,471 12/31/2023
Synovus Financial Corp10,122$4,459 12/31/2023
     SPGI10,122$4,459 12/31/2023
Desjardins Global Asset Management Inc.10,112$4,455 12/31/2023
     SPGI10,112$4,455 12/31/2023
Cloverfields Capital Group LP10,073$4,437 12/31/2023
     SPGI10,073$4,437 12/31/2023
Stock Yards Bank & Trust Co.10,051$4,428 12/31/2023
     SPGI10,051$4,428 12/31/2023
Sandy Spring Bank10,013$4,411 12/31/2023
     SPGI10,013$4,411 12/31/2023
Stephens Inc. AR9,988$4,400 12/31/2023
     SPGI9,988$4,400 12/31/2023
Diligent Investors LLC9,989$4,400 12/31/2023
     SPGI9,989$4,400 12/31/2023
Quantinno Capital Management LP9,973$4,394 12/31/2023
     SPGI9,973$4,394 12/31/2023
Advisory Services Network LLC9,907$4,365 12/31/2023
     SPGI9,907$4,365 12/31/2023
Coronation Fund Managers Ltd.9,909$4,365 12/31/2023
     SPGI9,909$4,365 12/31/2023
Assetmark Inc.9,811$4,322 12/31/2023
     SPGI9,811$4,322 12/31/2023
RBA Wealth Management LLC9,775$4,306 12/31/2023
     SPGI9,775$4,306 12/31/2023
Meridian Wealth Advisors LLC9,692$4,270 12/31/2023
     SPGI9,692$4,270 12/31/2023
Zions Bancorporation N.A.9,664$4,257 12/31/2023
     SPGI9,664$4,257 12/31/2023
BlueMar Capital Management LLC9,514$4,191 12/31/2023
     SPGI9,514$4,191 12/31/2023
Cannell Peter B & Co. Inc.9,497$4,184 12/31/2023
     SPGI9,497$4,184 12/31/2023
Raymond James Trust N.A.9,383$4,133 12/31/2023
     SPGI9,383$4,133 12/31/2023
Ninety One SA PTY Ltd9,327$4,109 12/31/2023
     SPGI9,327$4,109 12/31/2023
Cubist Systematic Strategies LLC $4,088 12/31/2023
     Call9,600$4,229 12/31/2023
     Put4,700$2,070 12/31/2023
     SPGI4,378$1,929 12/31/2023
Credit Agricole S A9,265$4,081 12/31/2023
     SPGI9,265$4,081 12/31/2023
Reliant Investment Management LLC9,563$4,069 03/31/2024
     SPGI9,563$4,069 03/31/2024
Pacific Global Investment Management CO9,218$4,061 12/31/2023
     SPGI9,218$4,061 12/31/2023
Pine Valley Investments Ltd Liability Co9,161$4,036 12/31/2023
     SPGI9,161$4,036 12/31/2023
Taylor Hoffman Wealth Management9,119$4,017 12/31/2023
     SPGI9,119$4,017 12/31/2023
Meyer Handelman Co.9,400$3,999 03/31/2024
     SPGI9,400$3,999 03/31/2024
Private Wealth Partners LLC9,062$3,992 12/31/2023
     SPGI9,062$3,992 12/31/2023
GHE LLC9,050$3,987 12/31/2023
     SPGI9,050$3,987 12/31/2023
Qsemble Capital Management LP8,985$3,958 12/31/2023
     SPGI8,985$3,958 12/31/2023
Azzad Asset Management Inc. ADV8,886$3,914 12/31/2023
     SPGI8,886$3,914 12/31/2023
Siemens Fonds Invest GmbH8,838$3,893 12/31/2023
     SPGI8,838$3,893 12/31/2023
Baldwin Investment Management LLC8,769$3,863 12/31/2023
     SPGI8,769$3,863 12/31/2023
Meitav Dash Investments Ltd.8,734$3,854 12/31/2023
     SPGI8,734$3,854 12/31/2023
Advisors Capital Management LLC8,713$3,838 12/31/2023
     SPGI8,713$3,838 12/31/2023
Cutler Investment Counsel LLC8,693$3,829 12/31/2023
     SPGI8,693$3,829 12/31/2023
Avantax Advisory Services Inc.8,618$3,796 12/31/2023
     SPGI8,618$3,796 12/31/2023
Brendel Financial Advisors LLC8,618$3,796 12/31/2023
     SPGI8,618$3,796 12/31/2023
NovaPoint Capital LLC8,892$3,783 03/31/2024
     SPGI8,892$3,783 03/31/2024
CENTRAL TRUST Co8,581$3,780 12/31/2023
     SPGI8,581$3,780 12/31/2023
Concurrent Investment Advisors LLC8,553$3,768 12/31/2023
     SPGI8,553$3,768 12/31/2023
Fortis Capital Management LLC8,521$3,754 12/31/2023
     SPGI8,521$3,754 12/31/2023
Northcape Capital Pty Ltd8,520$3,753 12/31/2023
     SPGI8,520$3,753 12/31/2023
Scotia Capital Inc.8,477$3,734 12/31/2023
     SPGI8,477$3,734 12/31/2023
Prime Capital Investment Advisors LLC8,454$3,724 12/31/2023
     SPGI8,454$3,724 12/31/2023
Impax Asset Management Group plc8,422$3,710 12/31/2023
     SPGI8,422$3,710 12/31/2023
FJ Investments LLC8,400$3,700 12/31/2023
     SPGI8,400$3,700 12/31/2023
UMB Bank N A MO8,366$3,685 12/31/2023
     SPGI8,366$3,685 12/31/2023
First Hawaiian Bank8,567$3,645 03/31/2024
     SPGI8,567$3,645 03/31/2024
Stratos Wealth Partners LTD.8,532$3,630 03/31/2024
     SPGI8,532$3,630 03/31/2024
Bright Rock Capital Management LLC8,500$3,616 03/31/2024
     SPGI8,500$3,616 03/31/2024
Silvercrest Asset Management Group LLC8,146$3,588 12/31/2023
     SPGI8,146$3,588 12/31/2023
Illinois Municipal Retirement Fund8,044$3,544 12/31/2023
     SPGI8,044$3,544 12/31/2023
Invera Wealth Advisors LLC8,023$3,534 12/31/2023
     SPGI8,023$3,534 12/31/2023
Graham Capital Management L.P.8,000$3,524 12/31/2023
     SPGI8,000$3,524 12/31/2023
Wills Financial Group Inc.7,936$3,496 12/31/2023
     SPGI7,936$3,496 12/31/2023
Van ECK Associates Corp7,908$3,484 12/31/2023
     SPGI7,908$3,484 12/31/2023
Wellington Shields & Co. LLC7,900$3,480 12/31/2023
     SPGI7,900$3,480 12/31/2023
Twin Capital Management Inc.7,883$3,473 12/31/2023
     SPGI7,883$3,473 12/31/2023
Factorial Partners LLC7,800$3,436 12/31/2023
     SPGI7,800$3,436 12/31/2023
Worldquant Millennium Advisors LLC7,702$3,393 12/31/2023
     SPGI7,702$3,393 12/31/2023
Pettee Investors Inc.7,634$3,363 12/31/2023
     SPGI7,634$3,363 12/31/2023
Altfest L J & Co. Inc.7,615$3,355 12/31/2023
     SPGI7,615$3,355 12/31/2023
Investment Management Corp of Ontario7,564$3,332 12/31/2023
     SPGI7,564$3,332 12/31/2023
Hilltop Holdings Inc.7,552$3,327 12/31/2023
     SPGI7,552$3,327 12/31/2023
Krueger & Catalano Capital Partners LLC7,519$3,312 12/31/2023
     SPGI7,519$3,312 12/31/2023
Kesler Norman & Wride LLC7,497$3,304 12/31/2023
     SPGI7,497$3,304 12/31/2023
Kampmann Melissa S.7,487$3,298 12/31/2023
     SPGI7,487$3,298 12/31/2023
Brady Family Wealth LLC7,468$3,290 12/31/2023
     SPGI7,468$3,290 12/31/2023
Tokio Marine Asset Management Co. Ltd.7,462$3,287 12/31/2023
     SPGI7,462$3,287 12/31/2023
Settian Capital LP7,422$3,270 12/31/2023
     SPGI7,422$3,270 12/31/2023
Andra AP fonden7,412$3,265 12/31/2023
     SPGI7,412$3,265 12/31/2023
Williams Jones Wealth Management LLC.7,386$3,254 12/31/2023
     SPGI7,386$3,254 12/31/2023
Itau Unibanco Holding S.A.7,310$3,230 12/31/2023
     SPGI7,310$3,230 12/31/2023
SRS Capital Advisors Inc.7,288$3,210 12/31/2023
     SPGI7,288$3,210 12/31/2023
Clearstead Advisors LLC7,219$3,180 12/31/2023
     SPGI7,219$3,180 12/31/2023
Shelton Capital Management7,217$3,179 12/31/2023
     SPGI7,217$3,179 12/31/2023
Boston Financial Mangement LLC7,217$3,179 12/31/2023
     SPGI7,217$3,179 12/31/2023
Sequoia Financial Advisors LLC7,193$3,169 12/31/2023
     SPGI7,193$3,169 12/31/2023
Tocqueville Asset Management L.P.7,099$3,127 12/31/2023
     SPGI7,099$3,127 12/31/2023
Vantage Investment Partners LLC7,058$3,109 12/31/2023
     SPGI7,058$3,109 12/31/2023
Olstein Capital Management L.P.7,000$3,084 12/31/2023
     SPGI7,000$3,084 12/31/2023
Adviser Investments LLC6,964$3,068 12/31/2023
     SPGI6,964$3,068 12/31/2023
Fortress Wealth Management Inc.6,943$3,059 12/31/2023
     SPGI6,943$3,059 12/31/2023
Brasada Capital Management LP6,905$3,042 12/31/2023
     SPGI6,905$3,042 12/31/2023
Veriti Management LLC6,900$3,040 12/31/2023
     SPGI6,900$3,040 12/31/2023
Vestcor Inc6,880$3,031 12/31/2023
     SPGI6,880$3,031 12/31/2023
Bank of Hawaii6,877$3,029 12/31/2023
     SPGI6,877$3,029 12/31/2023
Certified Advisory Corp6,855$3,020 12/31/2023
     SPGI6,855$3,020 12/31/2023
Dynamic Advisor Solutions LLC7,082$3,013 03/31/2024
     SPGI7,082$3,013 03/31/2024
CFS Investment Advisory Services LLC6,814$3,002 12/31/2023
     SPGI6,814$3,002 12/31/2023
Arlington Partners LLC7,015$2,985 03/31/2024
     SPGI7,015$2,985 03/31/2024
Virtu Financial LLC6,769$2,982 12/31/2023
     SPGI6,769$2,982 12/31/2023
Morton Community Bank6,764$2,980 12/31/2023
     SPGI6,764$2,980 12/31/2023
Horizon Investments LLC6,734$2,966 12/31/2023
     SPGI6,734$2,966 12/31/2023
Linden Thomas Advisory Services LLC6,724$2,962 12/31/2023
     SPGI6,724$2,962 12/31/2023
HRT Financial LP6,712$2,956 12/31/2023
     SPGI6,712$2,956 12/31/2023
Signaturefd LLC6,644$2,927 12/31/2023
     SPGI6,644$2,927 12/31/2023
CAPROCK Group Inc.6,608$2,911 12/31/2023
     SPGI6,608$2,911 12/31/2023
Herold Advisors Inc.6,590$2,903 12/31/2023
     SPGI6,590$2,903 12/31/2023
Hills Bank & Trust Co6,544$2,883 12/31/2023
     SPGI6,544$2,883 12/31/2023
Nomura Holdings Inc.6,528$2,876 12/31/2023
     SPGI6,528$2,876 12/31/2023
Empowered Funds LLC6,442$2,838 12/31/2023
     SPGI6,442$2,838 12/31/2023
Wolverine Trading LLC $2,813 12/31/2023
     Call27,200$11,982 12/31/2023
     Put22,200$9,780 12/31/2023
     SPGI1,387$611 12/31/2023
Fisher Asset Management LLC6,383$2,812 12/31/2023
     SPGI6,383$2,812 12/31/2023
Bleakley Financial Group LLC6,383$2,812 12/31/2023
     SPGI6,383$2,812 12/31/2023
Legacy Financial Strategies LLC6,606$2,810 03/31/2024
     SPGI6,606$2,810 03/31/2024
GAM Holding AG6,376$2,809 12/31/2023
     SPGI6,376$2,809 12/31/2023
Sawtooth Solutions LLC6,366$2,804 12/31/2023
     SPGI6,366$2,804 12/31/2023
Chilton Investment Co. LLC6,297$2,774 12/31/2023
     SPGI6,297$2,774 12/31/2023
Windmill Hill Asset Management Ltd6,290$2,771 12/31/2023
     SPGI6,290$2,771 12/31/2023
Clifford Swan Investment Counsel LLC6,486$2,759 03/31/2024
     SPGI6,486$2,759 03/31/2024
First Foundation Advisors6,244$2,751 12/31/2023
     SPGI6,244$2,751 12/31/2023
Coldstream Capital Management Inc.6,220$2,740 12/31/2023
     SPGI6,220$2,740 12/31/2023
Ceera Investments LLC6,141$2,705 12/31/2023
     SPGI6,141$2,705 12/31/2023
Cypress Capital Group6,125$2,698 12/31/2023
     SPGI6,125$2,698 12/31/2023
Private Advisor Group LLC6,052$2,666 12/31/2023
     SPGI6,052$2,666 12/31/2023
Paradigm Financial Partners LLC6,049$2,665 12/31/2023
     SPGI6,049$2,665 12/31/2023
Spears Abacus Advisors LLC6,035$2,659 12/31/2023
     SPGI6,035$2,659 12/31/2023
Regents of The University of California6,000$2,643 12/31/2023
     SPGI6,000$2,643 12/31/2023
Ritholtz Wealth Management5,970$2,630 12/31/2023
     SPGI5,970$2,630 12/31/2023
Intrust Bank NA5,942$2,618 12/31/2023
     SPGI5,942$2,618 12/31/2023
Lindsell Train Ltd5,900$2,600 12/31/2023
     SPGI5,900$2,600 12/31/2023
V Square Quantitative Management LLC5,820$2,564 12/31/2023
     SPGI5,820$2,564 12/31/2023
Texas Yale Capital Corp.5,771$2,542 12/31/2023
     SPGI5,771$2,542 12/31/2023
Sterling Investment Management Inc.5,771$2,542 12/31/2023
     SPGI5,771$2,542 12/31/2023
Harbor Capital Advisors Inc.5,750$2,533 12/31/2023
     SPGI5,750$2,533 12/31/2023
Delta Investment Management LLC5,750$2,533 12/31/2023
     SPGI5,750$2,533 12/31/2023
Trust Co. of Vermont5,744$2,530 12/31/2023
     SPGI5,744$2,530 12/31/2023
Meridian Wealth Management LLC5,707$2,514 12/31/2023
     SPGI5,707$2,514 12/31/2023
Okabena Investment Services Inc.5,687$2,505 12/31/2023
     SPGI5,687$2,505 12/31/2023
Centaurus Financial Inc.5,564$2,451 12/31/2023
     SPGI5,564$2,451 12/31/2023
Sustainable Insight Capital Management LLC5,554$2,447 12/31/2023
     SPGI5,554$2,447 12/31/2023
Mather Group LLC.5,553$2,446 03/31/2024
     SPGI5,553$2,446 03/31/2024
WealthPLAN Partners LLC5,546$2,443 12/31/2023
     SPGI5,546$2,443 12/31/2023
DoubleLine ETF Adviser LP5,451$2,401 12/31/2023
     SPGI5,451$2,401 12/31/2023
Montag A & Associates Inc.5,419$2,387 12/31/2023
     SPGI5,419$2,387 12/31/2023
Atom Investors LP5,403$2,380 12/31/2023
     SPGI5,403$2,380 12/31/2023
Dodge & Cox5,400$2,379 12/31/2023
     SPGI5,400$2,379 12/31/2023
Sanibel Captiva Trust Company Inc.5,323$2,345 12/31/2023
     SPGI5,323$2,345 12/31/2023
Clear Rock Advisors LLC5,355$2,345 12/31/2023
     SPGI5,355$2,345 12/31/2023
Absoluto Partners Gestao de Recursos Ltda5,261$2,318 12/31/2023
     SPGI5,261$2,318 12/31/2023
Cohen Klingenstein LLC5,400$2,297 03/31/2024
     SPGI5,400$2,297 03/31/2024
Madison Asset Management LLC5,122$2,256 12/31/2023
     SPGI5,122$2,256 12/31/2023
Harrell Investment Partners LLC5,108$2,250 12/31/2023
     SPGI5,108$2,250 12/31/2023
Cypress Asset Management Inc. TX5,095$2,244 12/31/2023
     SPGI5,095$2,244 12/31/2023
Ascent Group LLC5,217$2,241 12/31/2023
     SPGI5,217$2,241 12/31/2023
NEOS Investment Management LLC5,075$2,236 12/31/2023
     SPGI5,075$2,236 12/31/2023
Consolidated Planning Corp5,051$2,225 12/31/2023
     SPGI5,051$2,225 12/31/2023
AIA Group Ltd5,040$2,220 12/31/2023
     SPGI5,040$2,220 12/31/2023
Argus Investors Counsel Inc.5,026$2,214 12/31/2023
     SPGI5,026$2,214 12/31/2023
Ridgecrest Wealth Partners LLC5,145$2,189 03/31/2024
     SPGI5,145$2,189 03/31/2024
Mmbg Investment Advisors CO.4,960$2,185 12/31/2023
     SPGI4,960$2,185 12/31/2023
American Money Management LLC4,929$2,171 12/31/2023
     SPGI4,929$2,171 12/31/2023
Robertson Stephens Wealth Management LLC4,907$2,162 12/31/2023
     SPGI4,907$2,162 12/31/2023
WD Rutherford LLC5,070$2,157 03/31/2024
     SPGI5,070$2,157 03/31/2024
IFP Advisors Inc4,892$2,155 12/31/2023
     SPGI4,892$2,155 12/31/2023
Cozad Asset Management Inc.4,886$2,152 12/31/2023
     SPGI4,886$2,152 12/31/2023
Waratah Capital Advisors Ltd.4,860$2,141 12/31/2023
     SPGI4,860$2,141 12/31/2023
Viking Fund Management LLC5,000$2,127 03/31/2024
     SPGI5,000$2,127 03/31/2024
Ballentine Partners LLC4,997$2,126 03/31/2024
     SPGI4,997$2,126 03/31/2024
Van Hulzen Asset Management LLC4,818$2,122 12/31/2023
     SPGI4,818$2,122 12/31/2023
WealthPlan Investment Management LLC4,812$2,120 12/31/2023
     SPGI4,812$2,120 12/31/2023
Cynosure Management LLC4,792$2,111 12/31/2023
     SPGI4,792$2,111 12/31/2023
Lederer & Associates Investment Counsel CA4,785$2,108 12/31/2023
     SPGI4,785$2,108 12/31/2023
Resonant Capital Advisors LLC4,776$2,104 12/31/2023
     SPGI4,776$2,104 12/31/2023
Main Street Financial Solutions LLC4,767$2,100 12/31/2023
     SPGI4,767$2,100 12/31/2023
NBT Bank N A NY4,753$2,094 12/31/2023
     SPGI4,753$2,094 12/31/2023
Ashford Capital Management Inc.4,718$2,078 12/31/2023
     SPGI4,718$2,078 12/31/2023
Resources Investment Advisors LLC.4,655$2,051 12/31/2023
     SPGI4,655$2,051 12/31/2023
Bayesian Capital Management LP4,645$2,046 12/31/2023
     SPGI4,645$2,046 12/31/2023
Capital Group Investment Management PTE. LTD.4,637$2,043 12/31/2023
     SPGI4,637$2,043 12/31/2023
Enterprise Bank & Trust Co4,779$2,033 03/31/2024
     SPGI4,779$2,033 03/31/2024
Parallel Advisors LLC4,610$2,031 12/31/2023
     SPGI4,610$2,031 12/31/2023
Farther Finance Advisors LLC4,592$2,023 12/31/2023
     SPGI4,592$2,023 12/31/2023
Rodgers Brothers Inc.4,565$2,011 12/31/2023
     SPGI4,565$2,011 12/31/2023
Team Hewins LLC4,534$1,997 12/31/2023
     SPGI4,534$1,997 12/31/2023
Great Lakes Retirement Inc.4,531$1,996 12/31/2023
     SPGI4,531$1,996 12/31/2023
Vident Advisory LLC4,529$1,995 12/31/2023
     SPGI4,529$1,995 12/31/2023
AXS Investments LLC4,518$1,990 12/31/2023
     SPGI4,518$1,990 12/31/2023
Dohj LLC4,668$1,986 03/31/2024
     SPGI4,668$1,986 03/31/2024
Jones Financial Companies Lllp4,481$1,974 12/31/2023
     SPGI4,481$1,974 12/31/2023
Geneva Capital Management LLC4,482$1,974 12/31/2023
     SPGI4,482$1,974 12/31/2023
Profund Advisors LLC4,407$1,941 12/31/2023
     SPGI4,407$1,941 12/31/2023
Legacy Wealth Asset Management LLC4,395$1,936 12/31/2023
     SPGI4,395$1,936 12/31/2023
Regal Investment Advisors LLC4,376$1,928 12/31/2023
     SPGI4,376$1,928 12/31/2023
Westpac Banking Corp4,374$1,927 12/31/2023
     SPGI4,374$1,927 12/31/2023
Chemistry Wealth Management LLC4,520$1,923 03/31/2024
     SPGI4,520$1,923 03/31/2024
National Asset Management Inc.4,359$1,920 12/31/2023
     SPGI4,359$1,920 12/31/2023
Whitener Capital Management Inc.4,500$1,915 03/31/2024
     SPGI4,500$1,915 03/31/2024
Chatham Capital Group Inc.4,480$1,906 03/31/2024
     SPGI4,480$1,906 03/31/2024
Parsons Capital Management Inc. RI4,271$1,881 12/31/2023
     SPGI4,271$1,881 12/31/2023
HB Wealth Management LLC4,265$1,879 12/31/2023
     SPGI4,265$1,879 12/31/2023
Decatur Capital Management Inc.4,258$1,876 12/31/2023
     SPGI4,258$1,876 12/31/2023
Mount Yale Investment Advisors LLC4,257$1,875 12/31/2023
     SPGI4,257$1,875 12/31/2023
Argent Trust Co4,221$1,859 12/31/2023
     SPGI4,221$1,859 12/31/2023
Flagship Harbor Advisors LLC4,365$1,857 03/31/2024
     SPGI4,365$1,857 03/31/2024
Eventide Asset Management LLC4,208$1,854 12/31/2023
     SPGI4,208$1,854 12/31/2023
Gotham Asset Management LLC4,178$1,840 12/31/2023
     SPGI4,178$1,840 12/31/2023
Cyndeo Wealth Partners LLC4,316$1,836 03/31/2024
     SPGI4,316$1,836 03/31/2024
Blue Fin Capital Inc.4,164$1,835 12/31/2023
     SPGI4,164$1,835 12/31/2023
Avitas Wealth Management LLC4,136$1,822 12/31/2023
     SPGI4,136$1,822 12/31/2023
IMS Capital Management4,131$1,820 12/31/2023
     SPGI4,131$1,820 12/31/2023
Wedbush Securities Inc.4,121$1,815 12/31/2023
     SPGI4,121$1,815 12/31/2023
Congress Asset Management Co. MA4,201$1,787 03/31/2024
     SPGI4,201$1,787 03/31/2024
Belpointe Asset Management LLC4,054$1,786 12/31/2023
     SPGI4,054$1,786 12/31/2023
SkyView Investment Advisors LLC4,049$1,784 12/31/2023
     SPGI4,049$1,784 12/31/2023
Private Trust Co. NA4,036$1,778 12/31/2023
     SPGI4,036$1,778 12/31/2023
Oppenheimer & Co. Inc.4,024$1,773 12/31/2023
     SPGI4,024$1,773 12/31/2023
WealthShield Partners LLC4,021$1,771 12/31/2023
     SPGI4,021$1,771 12/31/2023
Comprehensive Financial Consultants Institutional Inc.4,018$1,770 12/31/2023
     SPGI4,018$1,770 12/31/2023
Excalibur Management Corp4,003$1,763 12/31/2023
     SPGI4,003$1,763 12/31/2023
OV Management LLC4,000$1,762 12/31/2023
     SPGI4,000$1,762 12/31/2023
Lloyd Advisory Services LLC.4,116$1,753 03/31/2024
     SPGI4,116$1,753 03/31/2024
Guyasuta Investment Advisors Inc.3,973$1,750 03/31/2024
     SPGI3,973$1,750 03/31/2024
Buckingham Strategic Wealth LLC3,941$1,736 12/31/2023
     SPGI3,941$1,736 12/31/2023
Evercore Wealth Management LLC3,928$1,730 12/31/2023
     SPGI3,928$1,730 12/31/2023
Atlas Private Wealth Management4,063$1,729 03/31/2024
     SPGI4,063$1,729 03/31/2024
Valeo Financial Advisors LLC3,893$1,715 12/31/2023
     SPGI3,893$1,715 12/31/2023
Skylands Capital LLC3,875$1,707 12/31/2023
     SPGI3,875$1,707 12/31/2023
Davy Global Fund Management Ltd3,860$1,700 12/31/2023
     SPGI3,860$1,700 12/31/2023
GYL Financial Synergies LLC3,835$1,689 12/31/2023
     SPGI3,835$1,689 12/31/2023
Principal Securities Inc.3,830$1,687 12/31/2023
     SPGI3,830$1,687 12/31/2023
Trust Asset Management LLC3,825$1,685 12/31/2023
     SPGI3,825$1,685 12/31/2023
Qtron Investments LLC3,824$1,685 12/31/2023
     SPGI3,824$1,685 12/31/2023
Meeder Advisory Services Inc.3,809$1,678 12/31/2023
     SPGI3,809$1,678 12/31/2023
Hamilton Point Investment Advisors LLC3,800$1,674 12/31/2023
     SPGI3,800$1,674 12/31/2023
Peterson Financial Group Inc.3,798$1,673 12/31/2023
     SPGI3,798$1,673 12/31/2023
Savant Capital LLC3,795$1,672 12/31/2023
     SPGI3,795$1,672 12/31/2023
Nichols & Pratt Advisers LLP MA3,792$1,670 12/31/2023
     SPGI3,792$1,670 12/31/2023
Wealth Alliance3,735$1,645 12/31/2023
     SPGI3,735$1,645 12/31/2023
Handelsinvest Investeringsforvaltning3,733$1,644 12/31/2023
     SPGI3,733$1,644 12/31/2023
SageView Advisory Group LLC3,573$1,624 12/31/2023
     SPGI3,573$1,624 12/31/2023
First Bank & Trust3,811$1,621 03/31/2024
     SPGI3,811$1,621 03/31/2024
Strategic Wealth Partners Group LLC3,679$1,620 12/31/2023
     SPGI3,679$1,620 12/31/2023
Roundview Capital LLC3,660$1,612 12/31/2023
     SPGI3,660$1,612 12/31/2023
Quadcap Wealth Management LLC3,644$1,605 12/31/2023
     SPGI3,644$1,605 12/31/2023
Bell Bank3,624$1,596 12/31/2023
     SPGI3,624$1,596 12/31/2023
Arden Trust Co3,750$1,595 03/31/2024
     SPGI3,750$1,595 03/31/2024
Voya Financial Advisors Inc.3,603$1,592 12/31/2023
     SPGI3,603$1,592 12/31/2023
Otter Creek Advisors LLC3,600$1,586 12/31/2023
     SPGI3,600$1,586 12/31/2023
Boston Trust Walden Corp3,598$1,585 12/31/2023
     SPGI3,598$1,585 12/31/2023
Benjamin Edwards Inc.3,594$1,583 12/31/2023
     SPGI3,594$1,583 12/31/2023
Souders Financial Advisors3,586$1,580 12/31/2023
     SPGI3,586$1,580 12/31/2023
Wealthsource Partners LLC3,583$1,578 12/31/2023
     SPGI3,583$1,578 12/31/2023
W.H. Cornerstone Investments Inc.3,567$1,571 12/31/2023
     SPGI3,567$1,571 12/31/2023
Beverly Hills Private Wealth LLC3,561$1,569 12/31/2023
     SPGI3,561$1,569 12/31/2023
Davis R M Inc.3,519$1,550 12/31/2023
     SPGI3,519$1,550 12/31/2023
Quadrant Capital Group LLC3,510$1,546 12/31/2023
     SPGI3,510$1,546 12/31/2023
Mattern Wealth Management LLC3,510$1,546 12/31/2023
     SPGI3,510$1,546 12/31/2023
Cullen Investment Group LTD.3,623$1,544 03/31/2024
     SPGI3,623$1,544 03/31/2024
Boston Private Wealth LLC3,500$1,542 12/31/2023
     SPGI3,500$1,542 12/31/2023
Peloton Wealth Strategists3,493$1,539 12/31/2023
     SPGI3,493$1,539 12/31/2023
Schechter Investment Advisors LLC3,488$1,537 12/31/2023
     SPGI3,488$1,537 12/31/2023
Transform Wealth LLC3,582$1,524 03/31/2024
     SPGI3,582$1,524 03/31/2024
HBK Sorce Advisory LLC3,448$1,519 12/31/2023
     SPGI3,448$1,519 12/31/2023
Cigna Investments Inc. New3,434$1,513 12/31/2023
     SPGI3,434$1,513 12/31/2023
Reynders McVeigh Capital Management LLC3,435$1,513 12/31/2023
     SPGI3,435$1,513 12/31/2023
Proequities Inc. $1,506 12/31/2023
     SPGI3,418$1,506 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
Fort Point Capital Partners LLC3,413$1,503 12/31/2023
     SPGI3,413$1,503 12/31/2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA3,345$1,500 12/31/2023
     SPGI3,345$1,500 12/31/2023
Tealwood Asset Management Inc.3,519$1,497 03/31/2024
     SPGI3,519$1,497 03/31/2024
Fosun International Ltd3,360$1,480 12/31/2023
     SPGI3,360$1,480 12/31/2023
OLD National Bancorp IN3,472$1,477 03/31/2024
     SPGI3,472$1,477 03/31/2024
Cary Street Partners Investment Advisory LLC3,343$1,473 12/31/2023
     SPGI3,343$1,473 12/31/2023
BancorpSouth Bank3,340$1,471 12/31/2023
     SPGI3,340$1,471 12/31/2023
Csenge Advisory Group3,338$1,470 12/31/2023
     SPGI3,338$1,470 12/31/2023
HighPoint Advisor Group LLC3,472$1,453 12/31/2023
     SPGI3,472$1,453 12/31/2023
Integrated Wealth Concepts LLC3,291$1,450 12/31/2023
     SPGI3,291$1,450 12/31/2023
Summit Financial LLC3,262$1,437 12/31/2023
     SPGI3,262$1,437 12/31/2023
Anchor Investment Management LLC3,259$1,436 12/31/2023
     SPGI3,259$1,436 12/31/2023
Redwood Investments LLC3,255$1,434 12/31/2023
     SPGI3,255$1,434 12/31/2023
Venturi Wealth Management LLC3,252$1,433 12/31/2023
     SPGI3,252$1,433 12/31/2023
River Wealth Advisors LLC3,222$1,420 12/31/2023
     SPGI3,222$1,420 12/31/2023
Guardian Capital LP3,215$1,416 12/31/2023
     SPGI3,215$1,416 12/31/2023
Platform Technology Partners3,285$1,411 12/31/2023
     SPGI3,285$1,411 12/31/2023
First Trust Bank Ltd.3,200$1,410 12/31/2023
     SPGI3,200$1,410 12/31/2023
MAI Capital Management3,184$1,403 12/31/2023
     SPGI3,184$1,403 12/31/2023
Citizens Financial Group Inc RI3,172$1,397 12/31/2023
     SPGI3,172$1,397 12/31/2023
Harris Associates L P3,150$1,388 12/31/2023
     SPGI3,150$1,388 12/31/2023
Ellevest Inc.3,133$1,380 12/31/2023
     SPGI3,133$1,380 12/31/2023
Wedmont Private Capital3,152$1,371 03/31/2024
     SPGI3,152$1,371 03/31/2024
Abundance Wealth Counselors3,108$1,369 12/31/2023
     SPGI3,108$1,369 12/31/2023
Brighton Jones LLC3,105$1,368 12/31/2023
     SPGI3,105$1,368 12/31/2023
Checchi Capital Advisers LLC3,081$1,357 12/31/2023
     SPGI3,081$1,357 12/31/2023
GSA Capital Partners LLP3,069$1,352 12/31/2023
     SPGI3,069$1,352 12/31/2023
Transatlantique Private Wealth LLC3,100$1,345 12/31/2023
     SPGI3,100$1,345 12/31/2023
Alpine Woods Capital Investors LLC3,050$1,344 12/31/2023
     SPGI3,050$1,344 12/31/2023
Dorsey & Whitney Trust CO LLC3,047$1,342 12/31/2023
     SPGI3,047$1,342 12/31/2023
FDx Advisors Inc.3,046$1,342 12/31/2023
     SPGI3,046$1,342 12/31/2023
Pinnacle Wealth Planning Services Inc.3,043$1,340 12/31/2023
     SPGI3,043$1,340 12/31/2023
Perigon Wealth Management LLC3,039$1,339 12/31/2023
     SPGI3,039$1,339 12/31/2023
Snider Financial Group3,011$1,326 12/31/2023
     SPGI3,011$1,326 12/31/2023
Canandaigua National Bank & Trust Co.3,110$1,323 03/31/2024
     SPGI3,110$1,323 03/31/2024
Thomasville National Bank3,107$1,322 03/31/2024
     SPGI3,107$1,322 03/31/2024
Keebeck Wealth Management LLC2,993$1,318 12/31/2023
     SPGI2,993$1,318 12/31/2023
Trust Co. of Oklahoma2,969$1,308 12/31/2023
     SPGI2,969$1,308 12/31/2023
Central Valley Advisors LLC3,054$1,299 03/31/2024
     SPGI3,054$1,299 03/31/2024
Harbert Fund Advisors Inc.2,945$1,297 12/31/2023
     SPGI2,945$1,297 12/31/2023
Centiva Capital LP2,945$1,297 12/31/2023
     SPGI2,945$1,297 12/31/2023
Penserra Capital Management LLC2,913$1,282 12/31/2023
     SPGI2,913$1,282 12/31/2023
Evergreen Capital Management LLC2,908$1,281 12/31/2023
     SPGI2,908$1,281 12/31/2023
GM Advisory Group Inc.2,909$1,281 12/31/2023
     SPGI2,909$1,281 12/31/2023
Steel Peak Wealth Management LLC3,008$1,280 03/31/2024
     SPGI3,008$1,280 03/31/2024
Balentine LLC2,893$1,275 12/31/2023
     SPGI2,893$1,275 12/31/2023
Relative Value Partners Group LLC2,883$1,270 12/31/2023
     SPGI2,883$1,270 12/31/2023
Western Wealth Management LLC2,865$1,262 12/31/2023
     SPGI2,865$1,262 12/31/2023
Lee Financial Co2,855$1,258 12/31/2023
     SPGI2,855$1,258 12/31/2023
Geller Advisors LLC2,836$1,249 12/31/2023
     SPGI2,836$1,249 12/31/2023
WoodTrust Financial Corp2,912$1,239 03/31/2024
     SPGI2,912$1,239 03/31/2024
AdvisorNet Financial Inc2,896$1,232 03/31/2024
     SPGI2,896$1,232 03/31/2024
Aaron Wealth Advisors2,792$1,230 12/31/2023
     SPGI2,792$1,230 12/31/2023
Sentry Investment Management LLC2,788$1,228 12/31/2023
     SPGI2,788$1,228 12/31/2023
Intech Investment Management LLC2,777$1,223 12/31/2023
     SPGI2,777$1,223 12/31/2023
Pensionmark Financial Group LLC2,771$1,221 12/31/2023
     SPGI2,771$1,221 12/31/2023
Machina Capital S.A.S.2,760$1,216 12/31/2023
     SPGI2,760$1,216 12/31/2023
Ingalls & Snyder LLC2,755$1,214 12/31/2023
     SPGI2,755$1,214 12/31/2023
Quotient Wealth Partners LLC2,756$1,214 12/31/2023
     SPGI2,756$1,214 12/31/2023
Exchange Capital Management Inc.2,837$1,207 03/31/2024
     SPGI2,837$1,207 03/31/2024
Kanawha Capital Management LLC2,733$1,204 12/31/2023
     SPGI2,733$1,204 12/31/2023
Moore Capital Management LP2,703$1,191 12/31/2023
     SPGI2,703$1,191 12/31/2023
Conestoga Capital Advisors LLC2,702$1,190 12/31/2023
     SPGI2,702$1,190 12/31/2023
Mezzasalma Advisors LLC2,695$1,187 12/31/2023
     SPGI2,695$1,187 12/31/2023
Jacobi Capital Management LLC2,640$1,163 12/31/2023
     SPGI2,640$1,163 12/31/2023
Marshall Financial Group LLC2,626$1,157 12/31/2023
     SPGI2,626$1,157 12/31/2023
Clarius Group LLC2,702$1,150 03/31/2024
     SPGI2,702$1,150 03/31/2024
Putnam FL Investment Management Co.2,591$1,141 12/31/2023
     SPGI2,591$1,141 12/31/2023
JPL Wealth Management LLC2,584$1,139 12/31/2023
     SPGI2,584$1,139 12/31/2023
Pflug Koory LLC2,668$1,135 03/31/2024
     SPGI2,668$1,135 03/31/2024
Gilliland Jeter Wealth Management LLC2,572$1,133 12/31/2023
     SPGI2,572$1,133 12/31/2023
UniSuper Management Pty Ltd2,560$1,128 12/31/2023
     SPGI2,560$1,128 12/31/2023
Highview Capital Management LLC DE 2,555$1,126 12/31/2023
     SPGI2,555$1,126 12/31/2023
NBC Securities Inc.2,597$1,114 03/31/2024
     SPGI2,597$1,114 03/31/2024
Pinnacle Associates Ltd.2,517$1,109 12/31/2023
     SPGI2,517$1,109 12/31/2023
Beaumont Financial Advisors LLC2,507$1,104 12/31/2023
     SPGI2,507$1,104 12/31/2023
Thrive Wealth Management LLC2,592$1,103 03/31/2024
     SPGI2,592$1,103 03/31/2024
Outlook Wealth Advisors LLC2,505$1,103 12/31/2023
     SPGI2,505$1,103 12/31/2023
Forum Financial Management LP2,496$1,100 12/31/2023
     SPGI2,496$1,100 12/31/2023
Daymark Wealth Partners LLC2,561$1,089 03/31/2024
     SPGI2,561$1,089 03/31/2024
Colony Group LLC2,471$1,089 12/31/2023
     SPGI2,471$1,089 12/31/2023
Wintrust Investments LLC2,463$1,085 12/31/2023
     SPGI2,463$1,085 12/31/2023
City Holding Co.2,547$1,084 03/31/2024
     SPGI2,547$1,084 03/31/2024
RMR Wealth Builders2,546$1,083 03/31/2024
     SPGI2,546$1,083 03/31/2024
BluePath Capital Management LLC2,487$1,077 12/31/2023
     SPGI2,487$1,077 12/31/2023
Capital Analysts LLC2,406$1,060 12/31/2023
     SPGI2,406$1,060 12/31/2023
Lazard Freres Gestion S.A.S.2,405$1,059 12/31/2023
     SPGI2,405$1,059 12/31/2023
Channing Global Advisors LLC2,371$1,044 12/31/2023
     SPGI2,371$1,044 12/31/2023
CWA Asset Management Group LLC2,366$1,042 12/31/2023
     SPGI2,366$1,042 12/31/2023
Schmidt P J Investment Management Inc.2,329$1,040 12/31/2023
     SPGI2,329$1,040 12/31/2023
Rossmore Private Capital2,360$1,040 12/31/2023
     SPGI2,360$1,040 12/31/2023
Accretive Wealth Partners LLC2,348$1,034 12/31/2023
     SPGI2,348$1,034 12/31/2023
Charter Trust Co.2,336$1,029 12/31/2023
     SPGI2,336$1,029 12/31/2023
First National Corp MA ADV2,324$1,024 03/31/2024
     SPGI2,324$1,024 03/31/2024
Lincoln Capital LLC2,408$1,024 03/31/2024
     SPGI2,408$1,024 03/31/2024
Wade G W & Inc.2,311$1,018 12/31/2023
     SPGI2,311$1,018 12/31/2023
Gryphon Financial Partners LLC2,354$1,018 12/31/2023
     SPGI2,354$1,018 12/31/2023
Skopos Labs Inc.2,304$1,015 12/31/2023
     SPGI2,304$1,015 12/31/2023
Howe & Rusling Inc.2,297$1,012 12/31/2023
     SPGI2,297$1,012 12/31/2023
Tranquility Partners LLC2,297$1,012 12/31/2023
     SPGI2,297$1,012 12/31/2023
Palumbo Wealth Management LLC2,366$1,007 03/31/2024
     SPGI2,366$1,007 03/31/2024
Hohimer Wealth Management LLC2,281$1,005 12/31/2023
     SPGI2,281$1,005 12/31/2023
MEMBERS Trust Co2,259$998 12/31/2023
     SPGI2,259$998 12/31/2023
Morse Asset Management Inc2,246$989 12/31/2023
     SPGI2,246$989 12/31/2023
Shepherd Financial Partners LLC2,243$988 12/31/2023
     SPGI2,243$988 12/31/2023
Syon Capital LLC2,240$987 12/31/2023
     SPGI2,240$987 12/31/2023
Lake Street Advisors Group LLC2,224$980 12/31/2023
     SPGI2,224$980 12/31/2023
Foundations Investment Advisors LLC2,142$980 12/31/2023
     SPGI2,142$980 12/31/2023
Grant GrossMendelsohn LLC2,190$978 12/31/2023
     SPGI2,190$978 12/31/2023
Morningstar Investment Services LLC2,211$977 12/31/2023
     SPGI2,211$977 12/31/2023
Legato Capital Management LLC2,290$974 03/31/2024
     SPGI2,290$974 03/31/2024
Tritonpoint Wealth LLC2,199$969 12/31/2023
     SPGI2,199$969 12/31/2023
GSG Advisors LLC2,267$967 03/31/2024
     SPGI2,267$967 03/31/2024
Heritage Trust Co2,194$967 12/31/2023
     SPGI2,194$967 12/31/2023
Entropy Technologies LP2,187$963 12/31/2023
     SPGI2,187$963 12/31/2023
Rehmann Capital Advisory Group2,165$954 12/31/2023
     SPGI2,165$954 12/31/2023
Colonial Trust Co SC2,163$953 12/31/2023
     SPGI2,163$953 12/31/2023
Summit Global Investments2,147$946 12/31/2023
     SPGI2,147$946 12/31/2023
We Are One Seven LLC2,142$944 12/31/2023
     SPGI2,142$944 12/31/2023
Foster Group Inc.2,215$942 03/31/2024
     SPGI2,215$942 03/31/2024
Sonnipe Ltd2,138$942 12/31/2023
     SPGI2,138$942 12/31/2023
Lindbrook Capital LLC2,132$939 12/31/2023
     SPGI2,132$939 12/31/2023
Aptus Capital Advisors LLC2,124$936 12/31/2023
     SPGI2,124$936 12/31/2023
United Asset Strategies Inc.2,123$935 12/31/2023
     SPGI2,123$935 12/31/2023
Prospera Financial Services Inc2,106$928 12/31/2023
     SPGI2,106$928 12/31/2023
Two Sigma Investments LP2,100$925 12/31/2023
     SPGI2,100$925 12/31/2023
Formidable Asset Management LLC2,089$920 12/31/2023
     SPGI2,089$920 12/31/2023
Claro Advisors LLC2,160$919 03/31/2024
     SPGI2,160$919 03/31/2024
Thoroughbred Financial Services LLC2,086$918 12/31/2023
     SPGI2,086$918 12/31/2023
Arthur M. Cohen & Associates LLC2,068$911 12/31/2023
     SPGI2,068$911 12/31/2023
Trillium Asset Management LLC2,056$906 12/31/2023
     SPGI2,056$906 12/31/2023
Legacy Capital Wealth Partners LLC2,051$904 12/31/2023
     SPGI2,051$904 12/31/2023
Rockline Wealth Management LLC2,049$903 12/31/2023
     SPGI2,049$903 12/31/2023
Summit Trail Advisors LLC2,042$900 12/31/2023
     SPGI2,042$900 12/31/2023
Mission Wealth Management LP2,028$893 12/31/2023
     SPGI2,028$893 12/31/2023
Prestige Wealth Management Group LLC2,023$891 12/31/2023
     SPGI2,023$891 12/31/2023
Mitchell Sinkler & Starr PA2,009$885 12/31/2023
     SPGI2,009$885 12/31/2023
Quest Partners LLC2,004$883 12/31/2023
     SPGI2,004$883 12/31/2023
Center for Financial Planning Inc.1,998$880 12/31/2023
     SPGI1,998$880 12/31/2023
Strengthening Families & Communities LLC1,984$874 12/31/2023
     SPGI1,984$874 12/31/2023
Monterey Private Wealth Inc.2,048$871 03/31/2024
     SPGI2,048$871 03/31/2024
CHICAGO TRUST Co NA2,041$868 03/31/2024
     SPGI2,041$868 03/31/2024
Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,953$860 12/31/2023
     SPGI1,953$860 12/31/2023
Forte Capital LLC ADV1,945$857 12/31/2023
     SPGI1,945$857 12/31/2023
Conning Inc.1,940$855 12/31/2023
     SPGI1,940$855 12/31/2023
Dimension Capital Management LLC1,929$850 12/31/2023
     SPGI1,929$850 12/31/2023
NorthCrest Asset Manangement LLC1,993$848 03/31/2024
     SPGI1,993$848 03/31/2024
Boothbay Fund Management LLC1,925$848 12/31/2023
     SPGI1,925$848 12/31/2023
Moors & Cabot Inc.1,920$846 12/31/2023
     SPGI1,920$846 12/31/2023
Douglas Lane & Associates LLC1,985$845 03/31/2024
     SPGI1,985$845 03/31/2024
Guardian Wealth Advisors LLC1,915$843 12/31/2023
     SPGI1,915$843 12/31/2023
Independence Bank of Kentucky1,977$841 03/31/2024
     SPGI1,977$841 03/31/2024
Ambassador Advisors LLC1,855$838 12/31/2023
     SPGI1,855$838 12/31/2023
Paloma Partners Management Co $837 12/31/2023
     Call1,900$837 12/31/2023
Ronald Blue Trust Inc.1,900$837 12/31/2023
     SPGI1,900$837 12/31/2023
Bowman & Co S.C.1,959$835 03/31/2024
     SPGI1,959$835 03/31/2024
GeoWealth Management LLC1,895$834 12/31/2023
     SPGI1,895$834 12/31/2023
Magnolia Capital Advisors LLC1,834$834 12/31/2023
     SPGI1,834$834 12/31/2023
Mcdonald Partners LLC1,952$831 03/31/2024
     SPGI1,952$831 03/31/2024
Financial Insights Inc.1,879$828 12/31/2023
     SPGI1,879$828 12/31/2023
Continuum Advisory LLC1,867$823 12/31/2023
     SPGI1,867$823 12/31/2023
Balboa Wealth Partners1,864$821 12/31/2023
     SPGI1,864$821 12/31/2023
TrinityPoint Wealth LLC1,861$820 12/31/2023
     SPGI1,861$820 12/31/2023
Red Spruce Capital LLC1,926$819 03/31/2024
     SPGI1,926$819 03/31/2024
Jefferies Financial Group Inc.1,853$816 12/31/2023
     SPGI1,853$816 12/31/2023
VCI Wealth Management LLC1,852$816 12/31/2023
     SPGI1,852$816 12/31/2023
GAMMA Investing LLC1,911$813 03/31/2024
     SPGI1,911$813 03/31/2024
Townsend Asset Management Corp NC ADV1,845$813 12/31/2023
     SPGI1,845$813 12/31/2023
Financial Advocates Investment Management1,845$813 12/31/2023
     SPGI1,845$813 12/31/2023
Equitable Holdings Inc.1,836$809 12/31/2023
     SPGI1,836$809 12/31/2023
Great Diamond Partners LLC1,832$807 12/31/2023
     SPGI1,832$807 12/31/2023
NewEdge Wealth LLC1,831$807 12/31/2023
     SPGI1,831$807 12/31/2023
Waldron Private Wealth LLC1,818$800 12/31/2023
     SPGI1,818$800 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC1,811$798 12/31/2023
     SPGI1,811$798 12/31/2023
NorthRock Partners LLC1,812$798 12/31/2023
     SPGI1,812$798 12/31/2023
First National Bank of Hutchinson1,796$791 12/31/2023
     SPGI1,796$791 12/31/2023
Meridian Wealth Partners LLC1,792$790 12/31/2023
     SPGI1,792$790 12/31/2023
Lokken Investment Group LLC1,794$790 12/31/2023
     SPGI1,794$790 12/31/2023
Ninepoint Partners LP1,777$783 12/31/2023
     SPGI1,777$783 12/31/2023
Aurum Wealth Management Group LLC1,835$781 03/31/2024
     SPGI1,835$781 03/31/2024
Prudent Man Advisors LLC1,769$779 12/31/2023
     SPGI1,769$779 12/31/2023
9258 Wealth Management LLC1,758$774 12/31/2023
     SPGI1,758$774 12/31/2023
Radnor Capital Management LLC1,818$773 03/31/2024
     SPGI1,818$773 03/31/2024
Jacobsen Capital Management1,752$772 12/31/2023
     SPGI1,752$772 12/31/2023
Mendel Capital Management LLC1,741$767 12/31/2023
     SPGI1,741$767 12/31/2023
Aspire Wealth Management Corp1,739$766 12/31/2023
     SPGI1,739$766 12/31/2023
Confluence Wealth Services Inc.1,737$765 12/31/2023
     SPGI1,737$765 12/31/2023
Covenant Partners LLC1,735$764 12/31/2023
     SPGI1,735$764 12/31/2023
Davidson Trust Co.1,729$762 12/31/2023
     SPGI1,729$762 12/31/2023
Griffin Asset Management Inc.1,783$759 03/31/2024
     SPGI1,783$759 03/31/2024
Columbus Macro LLC1,779$757 03/31/2024
     SPGI1,779$757 03/31/2024
Woodstock Corp1,769$753 03/31/2024
     SPGI1,769$753 03/31/2024
CX Institutional1,764$751 03/31/2024
     SPGI1,764$751 03/31/2024
FUKOKU MUTUAL LIFE INSURANCE Co1,700$749 12/31/2023
     SPGI1,700$749 12/31/2023
Waters Parkerson & CO. LLC1,700$749 12/31/2023
     SPGI1,700$749 12/31/2023
Israel Discount Bank of New York1,700$749 12/31/2023
     SPGI1,700$749 12/31/2023
Foster Dykema Cabot & Partners LLC1,698$748 12/31/2023
     SPGI1,698$748 12/31/2023
Sunflower Bank N.A.1,756$747 03/31/2024
     SPGI1,756$747 03/31/2024
Sepio Capital LP1,683$741 12/31/2023
     SPGI1,683$741 12/31/2023
Arcadia Investment Management Corp MI1,680$740 12/31/2023
     SPGI1,680$740 12/31/2023
Redwood Investment Management LLC1,645$738 12/31/2023
     SPGI1,645$738 12/31/2023
Premier Path Wealth Partners LLC1,663$733 12/31/2023
     SPGI1,663$733 12/31/2023
ERn Financial LLC1,720$732 03/31/2024
     SPGI1,720$732 03/31/2024
My Legacy Advisors LLC1,687$732 12/31/2023
     SPGI1,687$732 12/31/2023
Stonegate Investment Group LLC1,654$729 12/31/2023
     SPGI1,654$729 12/31/2023
Opal Wealth Advisors LLC1,705$725 03/31/2024
     SPGI1,705$725 03/31/2024
Wsfs Capital Management LLC1,636$721 12/31/2023
     SPGI1,636$721 12/31/2023
Hancock Whitney Corp1,634$720 12/31/2023
     SPGI1,634$720 12/31/2023
Ironwood Investment Counsel LLC1,635$720 12/31/2023
     SPGI1,635$720 12/31/2023
Ramirez Asset Management Inc.1,629$718 12/31/2023
     SPGI1,629$718 12/31/2023
PAX Financial Group LLC1,642$717 12/31/2023
     SPGI1,642$717 12/31/2023
Baron Wealth Management LLC1,626$716 12/31/2023
     SPGI1,626$716 12/31/2023
Virtue Capital Management LLC1,668$713 12/31/2023
     SPGI1,668$713 12/31/2023
Circle Wealth Management LLC1,615$712 12/31/2023
     SPGI1,615$712 12/31/2023
RiverPark Advisors LLC1,615$711 12/31/2023
     SPGI1,615$711 12/31/2023
Fidelis Capital Partners LLC1,609$709 12/31/2023
     SPGI1,609$709 12/31/2023
Steward Partners Investment Solutions LLC1,605$707 12/31/2023
     SPGI1,605$707 12/31/2023
PDS Planning Inc1,604$707 12/31/2023
     SPGI1,604$707 12/31/2023
Beach Investment Counsel Inc. PA1,600$705 03/31/2024
     SPGI1,600$705 03/31/2024
Lincoln National Corp1,595$703 12/31/2023
     SPGI1,595$703 12/31/2023
Kendall Capital Management1,595$703 12/31/2023
     SPGI1,595$703 12/31/2023
ORG Partners LLC1,595$703 12/31/2023
     SPGI1,595$703 12/31/2023
CoreFirst Bank & Trust1,594$702 12/31/2023
     SPGI1,594$702 12/31/2023
Elevated Capital Advisors LLC1,639$697 03/31/2024
     SPGI1,639$697 03/31/2024
Edgestream Partners L.P.1,581$696 12/31/2023
     SPGI1,581$696 12/31/2023
Founders Financial Securities LLC1,619$689 03/31/2024
     SPGI1,619$689 03/31/2024
Point Break Capital Management LLC1,540$678 12/31/2023
     SPGI1,540$678 12/31/2023
FineMark National Bank & Trust1,537$677 12/31/2023
     SPGI1,537$677 12/31/2023
Stonebrook Private Inc.1,532$675 12/31/2023
     SPGI1,532$675 12/31/2023
Johnson Financial Group Inc.1,529$674 12/31/2023
     SPGI1,529$674 12/31/2023
Bollard Group LLC1,530$674 12/31/2023
     SPGI1,530$674 12/31/2023
Arkadios Wealth Advisors1,523$671 12/31/2023
     SPGI1,523$671 12/31/2023
Moseley Investment Management Inc.1,570$668 03/31/2024
     SPGI1,570$668 03/31/2024
Dividend Assets Capital LLC1,511$666 12/31/2023
     SPGI1,511$666 12/31/2023
Golden State Equity Partners1,504$663 12/31/2023
     SPGI1,504$663 12/31/2023
Spinnaker Trust1,497$659 12/31/2023
     SPGI1,497$659 12/31/2023
Oak Harbor Wealth Partners LLC1,496$659 12/31/2023
     SPGI1,496$659 12/31/2023
Dana Investment Advisors Inc.1,470$648 12/31/2023
     SPGI1,470$648 12/31/2023
Vestmark Advisory Solutions Inc.1,451$639 12/31/2023
     SPGI1,451$639 12/31/2023
Michael B. Yongue1,450$639 12/31/2023
     SPGI1,450$639 12/31/2023
JNB Advisors LLC1,449$638 12/31/2023
     SPGI1,449$638 12/31/2023
J. W. Coons Advisors LLC1,443$636 12/31/2023
     SPGI1,443$636 12/31/2023
Buttonwood Financial Advisors Inc.1,443$636 12/31/2023
     SPGI1,443$636 12/31/2023
Nova R Wealth Inc.1,492$635 03/31/2024
     SPGI1,492$635 03/31/2024
Leavell Investment Management Inc.1,442$635 12/31/2023
     SPGI1,442$635 12/31/2023
Symmetry Partners LLC1,490$634 03/31/2024
     SPGI1,490$634 03/31/2024
Prossimo Advisors LLC1,439$634 12/31/2023
     SPGI1,439$634 12/31/2023
Heritage Wealth Management Inc. Texas1,439$634 12/31/2023
     SPGI1,439$634 12/31/2023
Avestar Capital LLC1,431$630 12/31/2023
     SPGI1,431$630 12/31/2023
Quintet Private Bank Europe S.A.1,431$630 12/31/2023
     SPGI1,431$630 12/31/2023
Navellier & Associates Inc1,426$628 12/31/2023
     SPGI1,426$628 12/31/2023
Hoxton Planning & Management LLC1,462$622 03/31/2024
     SPGI1,462$622 03/31/2024
Alpha Cubed Investments LLC1,409$621 12/31/2023
     SPGI1,409$621 12/31/2023
Town & Country Bank & Trust CO dba First Bankers Trust CO1,457$620 03/31/2024
     SPGI1,457$620 03/31/2024
Partners Capital Investment Group LLP1,407$620 12/31/2023
     SPGI1,407$620 12/31/2023
Nicholas Hoffman & Company LLC.1,402$618 12/31/2023
     SPGI1,402$618 12/31/2023
New Hampshire Trust1,449$616 03/31/2024
     SPGI1,449$616 03/31/2024
Teza Capital Management LLC1,395$615 12/31/2023
     SPGI1,395$615 12/31/2023
Mutual Advisors LLC1,396$615 12/31/2023
     SPGI1,396$615 12/31/2023
IHT Wealth Management LLC1,389$612 12/31/2023
     SPGI1,389$612 12/31/2023
Relyea Zuckerberg Hanson LLC1,382$609 12/31/2023
     SPGI1,382$609 12/31/2023
LVW Advisors LLC1,428$608 03/31/2024
     SPGI1,428$608 03/31/2024
Naples Global Advisors LLC1,374$605 12/31/2023
     SPGI1,374$605 12/31/2023
Everhart Financial Group Inc.1,369$603 12/31/2023
     SPGI1,369$603 12/31/2023
XTX Topco Ltd1,361$600 12/31/2023
     SPGI1,361$600 12/31/2023
Verdence Capital Advisors LLC1,359$599 12/31/2023
     SPGI1,359$599 12/31/2023
Allworth Financial LP1,356$598 12/31/2023
     SPGI1,356$598 12/31/2023
WMS Partners LLC1,355$597 12/31/2023
     SPGI1,355$597 12/31/2023
One Wealth Advisors LLC1,401$596 03/31/2024
     SPGI1,401$596 03/31/2024
Threadgill Financial LLC1,400$596 03/31/2024
     SPGI1,400$596 03/31/2024
Meritage Portfolio Management1,350$595 12/31/2023
     SPGI1,350$595 12/31/2023
Hollencrest Capital Management1,351$595 12/31/2023
     SPGI1,351$595 12/31/2023
United Community Bank1,350$595 12/31/2023
     SPGI1,350$595 12/31/2023
Smartleaf Asset Management LLC1,330$594 12/31/2023
     SPGI1,330$594 12/31/2023
Catalytic Wealth RIA LLC1,343$592 12/31/2023
     SPGI1,343$592 12/31/2023
Tilt Investment Management Holdings PBC1,327$585 12/31/2023
     SPGI1,327$585 12/31/2023
Richard W. Paul & Associates LLC1,319$581 12/31/2023
     SPGI1,319$581 12/31/2023
Trust Point Inc.1,311$578 12/31/2023
     SPGI1,311$578 12/31/2023
Camden Capital LLC1,306$575 12/31/2023
     SPGI1,306$575 12/31/2023
Royal Capital Wealth Management LLC1,300$573 12/31/2023
     SPGI1,300$573 12/31/2023
Leo Wealth LLC1,296$569 12/31/2023
     SPGI1,296$569 12/31/2023
Insigneo Advisory Services LLC1,290$568 12/31/2023
     SPGI1,290$568 12/31/2023
Trueblood Wealth Management LLC1,284$566 12/31/2023
     SPGI1,284$566 12/31/2023
Orrstown Financial Services Inc.1,312$558 03/31/2024
     SPGI1,312$558 03/31/2024
Axxcess Wealth Management LLC1,253$552 12/31/2023
     SPGI1,253$552 12/31/2023
Pinnacle Wealth Management Advisory Group LLC1,246$549 12/31/2023
     SPGI1,246$549 12/31/2023
Country Club Bank GFN1,238$547 12/31/2023
     SPGI1,238$547 12/31/2023
Founders Financial Alliance LLC1,240$546 12/31/2023
     SPGI1,240$546 12/31/2023
Moneta Group Investment Advisors LLC1,230$542 12/31/2023
     SPGI1,230$542 12/31/2023
Wambolt & Associates LLC1,229$541 12/31/2023
     SPGI1,229$541 12/31/2023
Little House Capital LLC1,270$540 03/31/2024
     SPGI1,270$540 03/31/2024
Simon Quick Advisors LLC1,226$540 12/31/2023
     SPGI1,226$540 12/31/2023
Wallace Advisory Group LLC1,219$537 03/31/2024
     SPGI1,219$537 03/31/2024
Westwood Holdings Group Inc.1,220$537 12/31/2023
     SPGI1,220$537 12/31/2023
Joule Financial LLC1,218$537 12/31/2023
     SPGI1,218$537 12/31/2023
Engineers Gate Manager LP1,214$535 12/31/2023
     SPGI1,214$535 12/31/2023
Crestmont Private Wealth LLC1,253$533 03/31/2024
     SPGI1,253$533 03/31/2024
Magellan Asset Management Ltd1,205$531 12/31/2023
     SPGI1,205$531 12/31/2023
Ameliora Wealth Management Ltd.1,245$530 03/31/2024
     SPGI1,245$530 03/31/2024
Lombard Odier Asset Management USA Corp1,200$529 12/31/2023
     SPGI1,200$529 12/31/2023
Level Four Advisory Services LLC1,199$528 12/31/2023
     SPGI1,199$528 12/31/2023
Smithfield Trust Co.1,200$525 12/31/2023
     SPGI1,200$525 12/31/2023
U.S. Capital Wealth Advisors LLC1,185$522 12/31/2023
     SPGI1,185$522 12/31/2023
Ameritas Advisory Services LLC1,193$522 12/31/2023
     SPGI1,193$522 12/31/2023
Diversified Trust Co1,225$521 03/31/2024
     SPGI1,225$521 03/31/2024
Point72 Europe London LLP1,183$521 12/31/2023
     SPGI1,183$521 12/31/2023
Ferguson Wellman Capital Management Inc.1,222$520 03/31/2024
     SPGI1,222$520 03/31/2024
Heritage Wealth Management LLC1,180$520 12/31/2023
     SPGI1,180$520 12/31/2023
Sigma Planning Corp1,176$518 12/31/2023
     SPGI1,176$518 12/31/2023
Institute for Wealth Management LLC.1,174$517 12/31/2023
     SPGI1,174$517 12/31/2023
LWM Advisory Services LLC1,173$517 12/31/2023
     SPGI1,173$517 12/31/2023
Waterloo Capital L.P.1,170$515 12/31/2023
     SPGI1,170$515 12/31/2023
Wesbanco Bank Inc.1,163$512 12/31/2023
     SPGI1,163$512 12/31/2023
TCG Advisory Services LLC1,163$512 12/31/2023
     SPGI1,163$512 12/31/2023
First Interstate Bank1,155$509 12/31/2023
     SPGI1,155$509 12/31/2023
Gilbert & Cook Inc.1,152$507 12/31/2023
     SPGI1,152$507 12/31/2023
Coho Partners Ltd.1,149$506 12/31/2023
     SPGI1,149$506 12/31/2023
CWS Financial Advisors LLC1,149$506 12/31/2023
     SPGI1,149$506 12/31/2023
Harbor Investment Advisory LLC1,188$505 03/31/2024
     SPGI1,188$505 03/31/2024
Nilsine Partners LLC1,144$504 12/31/2023
     SPGI1,144$504 12/31/2023
First Affirmative Financial Network1,183$503 03/31/2024
     SPGI1,183$503 03/31/2024
1776 Wealth LLC1,134$500 12/31/2023
     SPGI1,134$500 12/31/2023
Beacon Bridge Wealth Partners LLC1,134$499 12/31/2023
     SPGI1,134$499 12/31/2023
S.E.E.D. Planning Group LLC1,171$498 03/31/2024
     SPGI1,171$498 03/31/2024
Tilia Fiduciary Partners Inc.1,172$498 03/31/2024
     SPGI1,172$498 03/31/2024
Allred Capital Management LLC1,168$497 03/31/2024
     SPGI1,168$497 03/31/2024
Centerpoint Advisors LLC1,127$496 12/31/2023
     SPGI1,127$496 12/31/2023
Keel Point LLC1,162$495 03/31/2024
     SPGI1,162$495 03/31/2024
Oak Thistle LLC1,161$494 03/31/2024
     SPGI1,161$494 03/31/2024
Everpar Advisors LLC1,121$494 12/31/2023
     SPGI1,121$494 12/31/2023
Sheaff Brock Investment Advisors LLC1,117$492 12/31/2023
     SPGI1,117$492 12/31/2023
Smith Shellnut Wilson LLC ADV1,114$491 12/31/2023
     SPGI1,114$491 12/31/2023
Legacy Financial Advisors Inc.1,112$490 12/31/2023
     SPGI1,112$490 12/31/2023
Procyon Private Wealth Partners LLC1,141$486 03/31/2024
     SPGI1,141$486 03/31/2024
JGP Global Gestao de Recursos Ltda.1,100$485 12/31/2023
     SPGI1,100$485 12/31/2023
Industrial Alliance Investment Management Inc.1,100$485 12/31/2023
     SPGI1,100$485 12/31/2023
Invenio Wealth Partners LLC1,097$483 12/31/2023
     SPGI1,097$483 12/31/2023
Sunbelt Securities Inc.1,133$482 03/31/2024
     SPGI1,133$482 03/31/2024
Elgethun Capital Management1,083$477 12/31/2023
     SPGI1,083$477 12/31/2023
Welch & Forbes LLC1,070$471 12/31/2023
     SPGI1,070$471 12/31/2023
ICW Investment Advisors LLC1,067$470 12/31/2023
     SPGI1,067$470 12/31/2023
PFG Investments LLC1,065$469 12/31/2023
     SPGI1,065$469 12/31/2023
DRW Securities LLC1,062$468 12/31/2023
     SPGI1,062$468 12/31/2023
Proficio Capital Partners LLC1,062$468 12/31/2023
     SPGI1,062$468 12/31/2023
West Michigan Advisors LLC1,060$467 12/31/2023
     SPGI1,060$467 12/31/2023
Fifth Third Wealth Advisors LLC1,096$466 03/31/2024
     SPGI1,096$466 03/31/2024
Shulman DeMeo Asset Management LLC1,086$462 03/31/2024
     SPGI1,086$462 03/31/2024
Park Place Capital Corp1,083$461 03/31/2024
     SPGI1,083$461 03/31/2024
Callan Capital LLC1,042$459 12/31/2023
     SPGI1,042$459 12/31/2023
Carnegie Capital Asset Management LLC1,035$456 12/31/2023
     SPGI1,035$456 12/31/2023
Chicago Partners Investment Group LLC1,023$456 12/31/2023
     SPGI1,023$456 12/31/2023
L2 Asset Management LLC1,030$454 12/31/2023
     SPGI1,030$454 12/31/2023
Abbrea Capital LLC1,027$452 12/31/2023
     SPGI1,027$452 12/31/2023
Rosenblum Silverman Sutton S F Inc. CA1,024$451 12/31/2023
     SPGI1,024$451 12/31/2023
Emerald Advisers LLC1,023$451 12/31/2023
     SPGI1,023$451 12/31/2023
KC Investment Advisors LLC1,022$450 12/31/2023
     SPGI1,022$450 12/31/2023
West Family Investments Inc.1,020$449 12/31/2023
     SPGI1,020$449 12/31/2023
Applied Capital LLC FL1,052$448 03/31/2024
     SPGI1,052$448 03/31/2024
Kingswood Wealth Advisors LLC1,047$445 03/31/2024
     SPGI1,047$445 03/31/2024
LGT Fund Management Co Ltd.1,000$442 12/31/2023
     SPGI1,000$442 12/31/2023
Headinvest LLC1,002$441 12/31/2023
     SPGI1,002$441 12/31/2023
Community Bank N.A.1,001$441 12/31/2023
     SPGI1,001$441 12/31/2023
Catalyst Financial Partners LLC999$440 12/31/2023
     SPGI999$440 12/31/2023
Drive Wealth Management LLC998$439 12/31/2023
     SPGI998$439 12/31/2023
Obermeyer Wood Investment Counsel Lllp988$435 12/31/2023
     SPGI988$435 12/31/2023
Parkside Financial Bank & Trust986$434 12/31/2023
     SPGI986$434 12/31/2023
CNB Bank980$432 12/31/2023
     SPGI980$432 12/31/2023
Vicus Capital1,009$429 03/31/2024
     SPGI1,009$429 03/31/2024
Lakeview Capital Partners LLC973$428 12/31/2023
     SPGI973$428 12/31/2023
Regent Peak Wealth Advisors LLC966$426 12/31/2023
     SPGI966$426 12/31/2023
Ayrshire Capital Management LLC1,000$425 03/31/2024
     SPGI1,000$425 03/31/2024
Koss Olinger Consulting LLC1,000$425 03/31/2024
     SPGI1,000$425 03/31/2024
Stratos Wealth Advisors LLC994$423 03/31/2024
     SPGI994$423 03/31/2024
Commerzbank Aktiengesellschaft FI957$422 12/31/2023
     SPGI957$422 12/31/2023
Richardson Financial Services Inc.956$421 12/31/2023
     SPGI956$421 12/31/2023
Fiduciary Group LLC950$418 12/31/2023
     SPGI950$418 12/31/2023
Winthrop Capital Management LLC944$416 12/31/2023
     SPGI944$416 12/31/2023
Modera Wealth Management LLC938$413 12/31/2023
     SPGI938$413 12/31/2023
Principle Wealth Partners LLC938$413 12/31/2023
     SPGI938$413 12/31/2023
Gladstone Institutional Advisory LLC936$412 12/31/2023
     SPGI936$412 12/31/2023
Berry Wealth Group LP935$412 12/31/2023
     SPGI935$412 12/31/2023
Consolidated Portfolio Review Corp926$408 12/31/2023
     SPGI926$408 12/31/2023
Cornerstone Wealth Advisors Inc.955$406 03/31/2024
     SPGI955$406 03/31/2024
Alpha Family Trust920$405 12/31/2023
     SPGI920$405 12/31/2023
SeaCrest Wealth Management LLC949$404 03/31/2024
     SPGI949$404 03/31/2024
Allstate Corp917$404 12/31/2023
     SPGI917$404 12/31/2023
Fulton Bank N.A.947$403 03/31/2024
     SPGI947$403 03/31/2024
Strategic Blueprint LLC915$403 12/31/2023
     SPGI915$403 12/31/2023
LM Advisors LLC905$399 12/31/2023
     SPGI905$399 12/31/2023
Sivia Capital Partners LLC904$398 12/31/2023
     SPGI904$398 12/31/2023
Aspiriant LLC934$397 03/31/2024
     SPGI934$397 03/31/2024
D. B. Root & Company LLC933$397 03/31/2024
     SPGI933$397 03/31/2024
Alta Advisers Ltd900$396 12/31/2023
     SPGI900$396 12/31/2023
Covenant Asset Management LLC900$396 12/31/2023
     SPGI900$396 12/31/2023
Kathmere Capital Management LLC929$395 03/31/2024
     SPGI929$395 03/31/2024
Quent Capital LLC897$395 12/31/2023
     SPGI897$395 12/31/2023
Integrated Advisors Network LLC894$394 12/31/2023
     SPGI894$394 12/31/2023
Cornerstone Wealth Management LLC891$393 12/31/2023
     SPGI891$393 12/31/2023
Private Portfolio Partners LLC893$393 12/31/2023
     SPGI893$393 12/31/2023
Transamerica Financial Advisors Inc.889$392 12/31/2023
     SPGI889$392 12/31/2023
Everett Harris & Co. CA888$391 12/31/2023
     SPGI888$391 12/31/2023
Woodline Partners LP888$391 12/31/2023
     SPGI888$391 12/31/2023
Marietta Investment Partners LLC878$387 12/31/2023
     SPGI878$387 12/31/2023
Bank of Stockton875$387 12/31/2023
     SPGI875$387 12/31/2023
Houlihan Financial Resource Group Ltd.879$387 12/31/2023
     SPGI879$387 12/31/2023
Prosperity Financial Group Inc.867$382 12/31/2023
     SPGI867$382 12/31/2023
Nations Financial Group Inc. IA ADV861$379 12/31/2023
     SPGI861$379 12/31/2023
StrategIQ Financial Group LLC858$378 12/31/2023
     SPGI858$378 12/31/2023
Riverwater Partners LLC857$378 12/31/2023
     SPGI857$378 12/31/2023
Reuter James Wealth Management LLC856$377 12/31/2023
     SPGI856$377 12/31/2023
Howard Capital Management Group LLC883$376 03/31/2024
     SPGI883$376 03/31/2024
Jackson Square Capital LLC878$374 03/31/2024
     SPGI878$374 03/31/2024
CoreCap Advisors LLC846$373 12/31/2023
     SPGI846$373 12/31/2023
Philadelphia Trust Co.845$372 12/31/2023
     SPGI845$372 12/31/2023
JJJ Advisors Inc.872$371 03/31/2024
     SPGI872$371 03/31/2024
Sage Mountain Advisors LLC841$370 12/31/2023
     SPGI841$370 12/31/2023
Portside Wealth Group LLC864$368 03/31/2024
     SPGI864$368 03/31/2024
Meadow Creek Wealth Advisors LLC836$368 12/31/2023
     SPGI836$368 12/31/2023
Eqis Capital Management Inc.834$367 12/31/2023
     SPGI834$367 12/31/2023
Triad Investment Management861$366 03/31/2024
     SPGI861$366 03/31/2024
Linscomb & Williams Inc.831$366 12/31/2023
     SPGI831$366 12/31/2023
Acima Private Wealth LLC826$364 12/31/2023
     SPGI826$364 12/31/2023
Ironwood Investment Management LLC816$359 12/31/2023
     SPGI816$359 12/31/2023
Hoylecohen LLC812$358 12/31/2023
     SPGI812$358 12/31/2023
Livforsakringsbolaget Skandia Omsesidigt810$357 12/31/2023
     SPGI810$357 12/31/2023
Epic Trust Investment Advisors LLC810$357 12/31/2023
     SPGI810$357 12/31/2023
Matthew Goff Investment Advisor LLC836$356 03/31/2024
     SPGI836$356 03/31/2024
Capital Asset Advisory Services LLC823$355 03/31/2024
     SPGI823$355 03/31/2024
Meridian Investment Counsel Inc.805$355 12/31/2023
     SPGI805$355 12/31/2023
Change Path LLC805$355 12/31/2023
     SPGI805$355 12/31/2023
Childress Capital Advisors LLC806$355 12/31/2023
     SPGI806$355 12/31/2023
3Chopt Investment Partners LLC803$354 12/31/2023
     SPGI803$354 12/31/2023
Financial Network Wealth Management LLC800$352 12/31/2023
     SPGI800$352 12/31/2023
Retirement Solution Inc.800$352 12/31/2023
     SPGI800$352 12/31/2023
Pekin Hardy Strauss Inc.797$351 12/31/2023
     SPGI797$351 12/31/2023
Waddell & Associates LLC797$351 12/31/2023
     SPGI797$351 12/31/2023
Wrapmanager Inc.793$349 12/31/2023
     SPGI793$349 12/31/2023
Curi Capital792$349 12/31/2023
     SPGI792$349 12/31/2023
Banco BTG Pactual S.A.780$345 12/31/2023
     SPGI780$345 12/31/2023
Atlantic Trust LLC774$341 12/31/2023
     SPGI774$341 12/31/2023
Azimuth Capital Investment Management LLC775$341 12/31/2023
     SPGI775$341 12/31/2023
J. L. Bainbridge & Co. Inc.771$340 12/31/2023
     SPGI771$340 12/31/2023
Jump Financial LLC772$340 12/31/2023
     SPGI772$340 12/31/2023
Family Wealth Group LLC773$340 12/31/2023
     SPGI773$340 12/31/2023
Anchor Capital Advisors LLC766$337 12/31/2023
     SPGI766$337 12/31/2023
Taurus Asset Management LLC766$337 12/31/2023
     SPGI766$337 12/31/2023
Optas LLC789$336 03/31/2024
     SPGI789$336 03/31/2024
Oarsman Capital Inc.763$336 12/31/2023
     SPGI763$336 12/31/2023
Mill Creek Capital Advisors LLC761$335 12/31/2023
     SPGI761$335 12/31/2023
Symphony Financial Ltd. Co.783$333 03/31/2024
     SPGI783$333 03/31/2024
Endowment Wealth Management Inc.755$332 12/31/2023
     SPGI755$332 12/31/2023
Sontag Advisory LLC751$331 12/31/2023
     SPGI751$331 12/31/2023
Ledyard National Bank749$330 12/31/2023
     SPGI749$330 12/31/2023
Violich Capital Management Inc.750$330 12/31/2023
     SPGI750$330 12/31/2023
Ascent Wealth Partners LLC749$330 12/31/2023
     SPGI749$330 12/31/2023
Somerset Group LLC750$330 12/31/2023
     SPGI750$330 12/31/2023
Burford Brothers Inc.749$330 12/31/2023
     SPGI749$330 12/31/2023
LB Partners LLC750$330 12/31/2023
     SPGI750$330 12/31/2023
Signal Advisors Wealth LLC773$329 03/31/2024
     SPGI773$329 03/31/2024
180 Wealth Advisors LLC769$327 03/31/2024
     SPGI769$327 03/31/2024
Capital Advisors Ltd. LLC765$326 03/31/2024
     SPGI765$326 03/31/2024
Warren Averett Asset Management LLC740$326 12/31/2023
     SPGI740$326 12/31/2023
Strategy Asset Managers LLC738$325 12/31/2023
     SPGI738$325 12/31/2023
Simmons Bank738$325 12/31/2023
     SPGI738$325 12/31/2023
Capital Planning Advisors LLC736$324 12/31/2023
     SPGI736$324 12/31/2023
Legacy Advisors LLC735$324 12/31/2023
     SPGI735$324 12/31/2023
ArrowMark Colorado Holdings LLC731$322 12/31/2023
     SPGI731$322 12/31/2023
Gainplan LLC732$322 12/31/2023
     SPGI732$322 12/31/2023
Concord Wealth Partners727$320 12/31/2023
     SPGI727$320 12/31/2023
Osborne Partners Capital Management LLC725$319 12/31/2023
     SPGI725$319 12/31/2023
Patten & Patten Inc. TN724$319 12/31/2023
     SPGI724$319 12/31/2023
Burney Co.720$317 12/31/2023
     SPGI720$317 12/31/2023
Nwam LLC717$316 12/31/2023
     SPGI717$316 12/31/2023
Mayflower Financial Advisors LLC714$315 12/31/2023
     SPGI714$315 12/31/2023
Revisor Wealth Management LLC713$314 12/31/2023
     SPGI713$314 12/31/2023
First Trust Investment Solutions L.P.713$314 12/31/2023
     SPGI713$314 12/31/2023
Integrated Investment Consultants LLC736$313 03/31/2024
     SPGI736$313 03/31/2024
Northwest Bancshares Inc.710$313 12/31/2023
     SPGI710$313 12/31/2023
Sculati Wealth Management LLC709$312 12/31/2023
     SPGI709$312 12/31/2023
Eclectic Associates Inc. ADV702$309 12/31/2023
     SPGI702$309 12/31/2023
Carr Financial Group Corp701$309 12/31/2023
     SPGI701$309 12/31/2023
New Century Financial Group LLC702$309 12/31/2023
     SPGI702$309 12/31/2023
Sandler Capital Management700$308 12/31/2023
     SPGI700$308 12/31/2023
Samalin Investment Counsel LLC699$308 12/31/2023
     SPGI699$308 12/31/2023
Barnes Pettey Financial Advisors LLC698$307 12/31/2023
     SPGI698$307 12/31/2023
M&R Capital Management Inc.720$305 03/31/2024
     SPGI720$305 03/31/2024
City State Bank717$305 03/31/2024
     SPGI717$305 03/31/2024
Biltmore Family Office LLC692$305 12/31/2023
     SPGI692$305 12/31/2023
Sound Financial Strategies Group LLC690$304 12/31/2023
     SPGI690$304 12/31/2023
Wellington Wealth Strategies LLC.691$304 12/31/2023
     SPGI691$304 12/31/2023
Morris Retirement Advisors LLC686$302 12/31/2023
     SPGI686$302 12/31/2023
Boit C F David700$301 12/31/2023
     SPGI700$301 12/31/2023
Veracity Capital LLC683$301 12/31/2023
     SPGI683$301 12/31/2023
MJP Associates Inc. ADV706$300 03/31/2024
     SPGI706$300 03/31/2024
Ifrah Financial Services Inc.680$300 12/31/2023
     SPGI680$300 12/31/2023
Asahi Life Asset Management CO. LTD.680$300 12/31/2023
     SPGI680$300 12/31/2023
Wealth Architects LLC678$299 12/31/2023
     SPGI678$299 12/31/2023
Bell Investment Advisors Inc678$299 12/31/2023
     SPGI678$299 12/31/2023
Aprio Wealth Management LLC699$297 03/31/2024
     SPGI699$297 03/31/2024
AMG National Trust Bank675$297 12/31/2023
     SPGI675$297 12/31/2023
Grove Bank & Trust675$297 12/31/2023
     SPGI675$297 12/31/2023
CVA Family Office LLC696$296 03/31/2024
     SPGI696$296 03/31/2024
Appleton Partners Inc. MA694$295 03/31/2024
     SPGI694$295 03/31/2024
Wealthcare Advisory Partners LLC693$295 03/31/2024
     SPGI693$295 03/31/2024
Shufro Rose & Co. LLC667$294 12/31/2023
     SPGI667$294 12/31/2023
Sand Hill Global Advisors LLC666$293 12/31/2023
     SPGI666$293 12/31/2023
Eagle Bay Advisors LLC660$291 12/31/2023
     SPGI660$291 12/31/2023
Global Retirement Partners LLC664$290 12/31/2023
     SPGI664$290 12/31/2023
Corundum Group Inc.680$289 03/31/2024
     SPGI680$289 03/31/2024
Oxford Asset Management LLP656$289 12/31/2023
     SPGI656$289 12/31/2023
Goodman Advisory Group LLC656$289 12/31/2023
     SPGI656$289 12/31/2023
Stablepoint Partners LLC653$288 12/31/2023
     SPGI653$288 12/31/2023
Jennison Associates LLC651$287 12/31/2023
     SPGI651$287 12/31/2023
Rock Point Advisors LLC650$286 12/31/2023
     SPGI650$286 12/31/2023
Alera Investment Advisors LLC647$285 12/31/2023
     SPGI647$285 12/31/2023
Smart Money Group LLC641$282 12/31/2023
     SPGI641$282 12/31/2023
Jaffetilchin Investment Partners LLC637$281 12/31/2023
     SPGI637$281 12/31/2023
Darwin Advisors LLC638$281 12/31/2023
     SPGI638$281 12/31/2023
MQS Management LLC638$281 12/31/2023
     SPGI638$281 12/31/2023
Northstar Asset Management LLC633$279 12/31/2023
     SPGI633$279 12/31/2023
Pasadena Private Wealth LLC653$278 03/31/2024
     SPGI653$278 03/31/2024
Compass Wealth Management LLC653$278 03/31/2024
     SPGI653$278 03/31/2024
TFC Financial Management630$278 12/31/2023
     SPGI630$278 12/31/2023
Canopy Partners LLC631$278 12/31/2023
     SPGI631$278 12/31/2023
Romano Brothers AND Company651$277 03/31/2024
     SPGI651$277 03/31/2024
David R. Rahn & Associates Inc.651$277 03/31/2024
     SPGI651$277 03/31/2024
BKD Wealth Advisors LLC627$276 12/31/2023
     SPGI627$276 12/31/2023
VeraBank N.A.626$276 12/31/2023
     SPGI626$276 12/31/2023
Vista Wealth Management Group LLC620$273 12/31/2023
     SPGI620$273 12/31/2023
Manchester Capital Management LLC618$272 12/31/2023
     SPGI618$272 12/31/2023
Busey Wealth Management611$269 12/31/2023
     SPGI611$269 12/31/2023
VisionPoint Advisory Group LLC611$269 12/31/2023
     SPGI611$269 12/31/2023
Gould Asset Management LLC CA608$268 12/31/2023
     SPGI608$268 12/31/2023
Salem Investment Counselors Inc.623$265 03/31/2024
     SPGI623$265 03/31/2024
Provence Wealth Management Group601$265 12/31/2023
     SPGI601$265 12/31/2023
Tyche Wealth Partners LLC602$265 12/31/2023
     SPGI602$265 12/31/2023
Goldstein Advisors LLC599$264 12/31/2023
     SPGI599$264 12/31/2023
Wellspring Financial Advisors LLC594$262 12/31/2023
     SPGI594$262 12/31/2023
ML & R Wealth Management LLC594$262 12/31/2023
     SPGI594$262 12/31/2023
Compass Ion Advisors LLC607$258 03/31/2024
     SPGI607$258 03/31/2024
StrongBox Wealth LLC585$258 12/31/2023
     SPGI585$258 12/31/2023
Red Door Wealth Management LLC605$257 03/31/2024
     SPGI605$257 03/31/2024
Focus Financial Network Inc. ADV582$256 12/31/2023
     SPGI582$256 12/31/2023
BSW Wealth Partners582$256 12/31/2023
     SPGI582$256 12/31/2023
Great Valley Advisor Group Inc.581$256 12/31/2023
     SPGI581$256 12/31/2023
Ruggaard & Associates LLC580$256 12/31/2023
     SPGI580$256 12/31/2023
Kovitz Investment Group Partners LLC577$254 12/31/2023
     SPGI577$254 12/31/2023
Peterson Wealth Services577$254 12/31/2023
     SPGI577$254 12/31/2023
Courage Miller Partners LLC595$253 03/31/2024
     SPGI595$253 03/31/2024
Traveka Wealth LLC594$253 03/31/2024
     SPGI594$253 03/31/2024
Convergence Investment Partners LLC574$253 12/31/2023
     SPGI574$253 12/31/2023
Affinity Capital Advisors LLC588$250 03/31/2024
     SPGI588$250 03/31/2024
IVC Wealth Advisors LLC567$250 12/31/2023
     SPGI567$250 12/31/2023
Diversified Portfolios Inc.566$249 12/31/2023
     SPGI566$249 12/31/2023
Spouting Rock Asset Management LLC565$249 12/31/2023
     SPGI565$249 12/31/2023
Healthcare of Ontario Pension Plan Trust Fund562$248 12/31/2023
     SPGI562$248 12/31/2023
Rosenbaum Jay D.563$248 12/31/2023
     SPGI563$248 12/31/2023
Venture Visionary Partners LLC562$248 12/31/2023
     SPGI562$248 12/31/2023
Atomi Financial Group Inc.559$246 12/31/2023
     SPGI559$246 12/31/2023
Capital Market Strategies LLC575$245 03/31/2024
     SPGI575$245 03/31/2024
Sound View Wealth Advisors Group LLC556$245 12/31/2023
     SPGI556$245 12/31/2023
Journey Strategic Wealth LLC551$243 12/31/2023
     SPGI551$243 12/31/2023
Forbes J M & Co. LLP569$242 03/31/2024
     SPGI569$242 03/31/2024
Bouchey Financial Group Ltd548$241 12/31/2023
     SPGI548$241 12/31/2023
Financial Alternatives Inc548$241 12/31/2023
     SPGI548$241 12/31/2023
Cidel Asset Management Inc.544$240 12/31/2023
     SPGI544$240 12/31/2023
Dumont & Blake Investment Advisors LLC562$239 03/31/2024
     SPGI562$239 03/31/2024
RSM US Wealth Management LLC542$239 12/31/2023
     SPGI542$239 12/31/2023
Ethos Financial Group LLC543$239 12/31/2023
     SPGI543$239 12/31/2023
UMA Financial Services Inc.578$236 03/31/2024
     SPGI578$236 03/31/2024
Fulton Breakefield Broenniman LLC533$235 12/31/2023
     SPGI533$235 12/31/2023
Sapient Capital LLC534$235 12/31/2023
     SPGI534$235 12/31/2023
Ruane Cunniff & Goldfarb L.P.531$234 12/31/2023
     SPGI531$234 12/31/2023
Principal Street Partners LLC529$233 12/31/2023
     SPGI529$233 12/31/2023
Values First Advisors Inc.530$233 12/31/2023
     SPGI530$233 12/31/2023
Deseret Mutual Benefit Administrators520$229 12/31/2023
     SPGI520$229 12/31/2023
Financial Perspectives Inc520$229 12/31/2023
     SPGI520$229 12/31/2023
Eagle Asset Management Inc.518$228 12/31/2023
     SPGI518$228 12/31/2023
XML Financial LLC518$228 12/31/2023
     SPGI518$228 12/31/2023
Thrive Capital Management LLC517$228 12/31/2023
     SPGI517$228 12/31/2023
Mcdaniel Terry & Co.515$227 12/31/2023
     SPGI515$227 12/31/2023
Sfmg LLC514$226 12/31/2023
     SPGI514$226 12/31/2023
Worth Financial Advisory Group LLC511$225 12/31/2023
     SPGI511$225 12/31/2023
Wetzel Investment Advisors Inc.510$225 12/31/2023
     SPGI510$225 12/31/2023
Lafayette Investments Inc.506$223 12/31/2023
     SPGI506$223 12/31/2023
Key Financial Inc506$223 12/31/2023
     SPGI506$223 12/31/2023
Meeder Asset Management Inc.503$222 12/31/2023
     SPGI503$222 12/31/2023
Ipswich Investment Management Co. Inc.501$221 12/31/2023
     SPGI501$221 12/31/2023
First Command Advisory Services Inc.501$221 12/31/2023
     SPGI501$221 12/31/2023
Five Oceans Advisors517$220 03/31/2024
     SPGI517$220 03/31/2024
Wulff Hansen & CO.500$220 12/31/2023
     SPGI500$220 12/31/2023
Marco Investment Management LLC500$220 12/31/2023
     SPGI500$220 12/31/2023
Aurora Private Wealth Inc.500$220 12/31/2023
     SPGI500$220 12/31/2023
Veritas Investment Partners UK Ltd.500$220 12/31/2023
     SPGI500$220 12/31/2023
Hill Investment Group Partners LLC500$220 12/31/2023
     SPGI500$220 12/31/2023
Pinnacle Bank514$219 03/31/2024
     SPGI514$219 03/31/2024
Grimes & Company Inc.512$218 03/31/2024
     SPGI512$218 03/31/2024
MGO Private Wealth LLC511$217 03/31/2024
     SPGI511$217 03/31/2024
Personal CFO Solutions LLC492$217 12/31/2023
     SPGI492$217 12/31/2023
Scissortail Wealth Management LLC482$217 12/31/2023
     SPGI482$217 12/31/2023
New Republic Capital LLC492$217 12/31/2023
     SPGI492$217 12/31/2023
Aviso Wealth Management492$217 12/31/2023
     SPGI492$217 12/31/2023
Laffer Tengler Investments489$215 12/31/2023
     SPGI489$215 12/31/2023
Aveo Capital Partners LLC489$215 12/31/2023
     SPGI489$215 12/31/2023
Cottonwood Capital Advisors LLC488$215 12/31/2023
     SPGI488$215 12/31/2023
Chapin Davis Inc.503$214 03/31/2024
     SPGI503$214 03/31/2024
Arete Wealth Advisors LLC485$214 12/31/2023
     SPGI485$214 12/31/2023
Smith Anglin Financial LLC483$213 12/31/2023
     SPGI483$213 12/31/2023
D Orazio & Associates Inc.483$213 12/31/2023
     SPGI483$213 12/31/2023
Montecito Bank & Trust498$212 03/31/2024
     SPGI498$212 03/31/2024
Coastal Investment Advisors Inc.476$210 12/31/2023
     SPGI476$210 12/31/2023
Callan Family Office LLC477$210 12/31/2023
     SPGI477$210 12/31/2023
Trust Co. of Toledo NA OH491$209 03/31/2024
     SPGI491$209 03/31/2024
RFG Advisory LLC486$207 03/31/2024
     SPGI486$207 03/31/2024
True North Advisors LLC487$207 03/31/2024
     SPGI487$207 03/31/2024
Hendershot Investments Inc.470$207 12/31/2023
     SPGI470$207 12/31/2023
EWA LLC454$206 12/31/2023
     SPGI454$206 12/31/2023
Hengehold Capital Management LLC482$205 03/31/2024
     SPGI482$205 03/31/2024
Foguth Wealth Management LLC.482$205 03/31/2024
     SPGI482$205 03/31/2024
Interchange Capital Partners LLC467$205 12/31/2023
     SPGI467$205 12/31/2023
Novak & Powell Financial Services Inc.466$205 12/31/2023
     SPGI466$205 12/31/2023
Moloney Securities Asset Management LLC460$203 12/31/2023
     SPGI460$203 12/31/2023
Single Point Partners LLC475$202 03/31/2024
     SPGI475$202 03/31/2024
Sigma Investment Counselors Inc.458$202 12/31/2023
     SPGI458$202 12/31/2023
Gerber Kawasaki Wealth & Investment Management458$202 12/31/2023
     SPGI458$202 12/31/2023
Bragg Financial Advisors Inc457$201 12/31/2023
     SPGI457$201 12/31/2023
J.W. Cole Advisors Inc.457$201 12/31/2023
     SPGI457$201 12/31/2023
Lake Street Financial LLC455$200 12/31/2023
     SPGI455$200 12/31/2023
Systematic Alpha Investments LLC452$199 12/31/2023
     SPGI452$199 12/31/2023
Nalls Sherbakoff Group LLC447$197 12/31/2023
     SPGI447$197 12/31/2023
SYSTM Wealth Solutions LLC437$193 12/31/2023
     SPGI437$193 12/31/2023
Glassman Wealth Services433$191 12/31/2023
     SPGI433$191 12/31/2023
Operose Advisors LLC432$190 12/31/2023
     SPGI432$190 12/31/2023
General Partner Inc.441$188 03/31/2024
     SPGI441$188 03/31/2024
Avalon Trust Co422$186 12/31/2023
     SPGI422$186 12/31/2023
Bank of New Hampshire433$184 03/31/2024
     SPGI433$184 03/31/2024
Princeton Global Asset Management LLC408$180 12/31/2023
     SPGI408$180 12/31/2023
Covestor Ltd401$177 12/31/2023
     SPGI401$177 12/31/2023
Planning Capital Management Corp397$175 12/31/2023
     SPGI397$175 12/31/2023
Psagot Value Holdings Ltd. Israel 380$168 12/31/2023
     SPGI380$168 12/31/2023
EverSource Wealth Advisors LLC372$164 12/31/2023
     SPGI372$164 12/31/2023
Stephens Investment Management Group LLC367$162 12/31/2023
     SPGI367$162 12/31/2023
Blue Chip Partners Inc.366$161 12/31/2023
     SPGI366$161 12/31/2023
Tobam350$154 12/31/2023
     SPGI350$154 12/31/2023
Osterweis Capital Management Inc.346$152 12/31/2023
     SPGI346$152 12/31/2023
American National Bank356$151 03/31/2024
     SPGI356$151 03/31/2024
Natixis Investment Managers International343$151 12/31/2023
     SPGI343$151 12/31/2023
Halpern Financial Inc.350$149 03/31/2024
     SPGI350$149 03/31/2024
ST Germain D J Co. Inc.348$148 03/31/2024
     SPGI348$148 03/31/2024
Security National Bank335$143 03/31/2024
     SPGI335$143 03/31/2024
Boyd Watterson Asset Management LLC OH324$143 12/31/2023
     SPGI324$143 12/31/2023
Bruce G. Allen Investments LLC332$141 03/31/2024
     SPGI332$141 03/31/2024
Castleview Partners LLC321$141 12/31/2023
     SPGI321$141 12/31/2023
Resurgent Financial Advisors LLC317$140 12/31/2023
     SPGI317$140 12/31/2023
Icon Wealth Advisors LLC317$140 12/31/2023
     SPGI317$140 12/31/2023
Tortoise Investment Management LLC314$138 12/31/2023
     SPGI314$138 12/31/2023
Country Trust Bank323$137 03/31/2024
     SPGI323$137 03/31/2024
Harvest Fund Management Co. Ltd305$134 12/31/2023
     SPGI305$134 12/31/2023
HighMark Wealth Management LLC300$132 12/31/2023
     SPGI300$132 12/31/2023
Kelly Lawrence W & Associates Inc. CA283$125 12/31/2023
     SPGI283$125 12/31/2023
Turtle Creek Wealth Advisors LLC282$124 12/31/2023
     SPGI282$124 12/31/2023
Versant Capital Management Inc290$123 03/31/2024
     SPGI290$123 03/31/2024
DHJJ Financial Advisors Ltd.281$120 03/31/2024
     SPGI281$120 03/31/2024
Tompkins Financial Corp280$119 03/31/2024
     SPGI280$119 03/31/2024
Sugarloaf Wealth Management LLC267$118 12/31/2023
     SPGI267$118 12/31/2023
Webster Bank N. A.274$117 03/31/2024
     SPGI274$117 03/31/2024
Harel Insurance Investments & Financial Services Ltd.263$116 12/31/2023
     SPGI263$116 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC252$111 12/31/2023
     SPGI252$111 12/31/2023
AJOVista LLC246$108 12/31/2023
     SPGI246$108 12/31/2023
Harbour Investments Inc.244$107 12/31/2023
     SPGI244$107 12/31/2023
Annis Gardner Whiting Capital Advisors LLC233$103 12/31/2023
     SPGI233$103 12/31/2023
Ancora Advisors LLC232$102 12/31/2023
     SPGI232$102 12/31/2023
HHM Wealth Advisors LLC229$101 12/31/2023
     SPGI229$101 12/31/2023
Disciplina Capital Management LLC229$101 12/31/2023
     SPGI229$101 12/31/2023
Impact Partnership Wealth LLC222$98 12/31/2023
     SPGI222$98 12/31/2023
Farmers & Merchants Investments Inc.228$97 03/31/2024
     SPGI228$97 03/31/2024
GoalVest Advisory LLC221$94 03/31/2024
     SPGI221$94 03/31/2024
West Paces Advisors Inc.212$90 03/31/2024
     SPGI212$90 03/31/2024
JFS Wealth Advisors LLC203$89 12/31/2023
     SPGI203$89 12/31/2023
Focused Wealth Management Inc203$89 12/31/2023
     SPGI203$89 12/31/2023
Cornerstone Planning Group LLC201$89 12/31/2023
     SPGI201$89 12/31/2023
Indiana Trust & Investment Management CO195$83 03/31/2024
     SPGI195$83 03/31/2024
PFS Partners LLC196$83 03/31/2024
     SPGI196$83 03/31/2024
Fortis Group Advisors LLC180$79 12/31/2023
     SPGI180$79 12/31/2023
Rise Advisors LLC183$78 03/31/2024
     SPGI183$78 03/31/2024
Addison Advisors LLC176$78 12/31/2023
     SPGI176$78 12/31/2023
MV Capital Management Inc.181$77 03/31/2024
     SPGI181$77 03/31/2024
Arlington Trust Co LLC179$76 03/31/2024
     SPGI179$76 03/31/2024
Mascoma Wealth Management LLC169$74 12/31/2023
     SPGI169$74 12/31/2023
Carmichael Hill & Associates Inc.167$74 12/31/2023
     SPGI167$74 12/31/2023
Evermay Wealth Management LLC153$67 12/31/2023
     SPGI153$67 12/31/2023
Atticus Wealth Management LLC154$66 03/31/2024
     SPGI154$66 03/31/2024
ZRC Wealth Management LLC150$66 12/31/2023
     SPGI150$66 12/31/2023
Hall Laurie J Trustee145$64 12/31/2023
     SPGI145$64 12/31/2023
BOK Financial Private Wealth Inc.144$63 12/31/2023
     SPGI144$63 12/31/2023
Mondrian Investment Partners LTD144$63 12/31/2023
     SPGI144$63 12/31/2023
Spartan Planning & Wealth Management140$62 12/31/2023
     SPGI140$62 12/31/2023
Asset Dedication LLC144$61 03/31/2024
     SPGI144$61 03/31/2024
Geo Capital Gestora de Recursos Ltd136$60 12/31/2023
     SPGI136$60 12/31/2023
Clean Yield Group133$59 12/31/2023
     SPGI133$59 12/31/2023
Tradition Wealth Management LLC133$59 12/31/2023
     SPGI133$59 12/31/2023
Cutler Group LP $56 12/31/2023
     Call1,700$56 12/31/2023
     Put2,900$0 12/31/2023
Gradient Investments LLC127$56 12/31/2023
     SPGI127$56 12/31/2023
Horizon Bancorp Inc. IN122$54 12/31/2023
     SPGI122$54 12/31/2023
McIlrath & Eck LLC123$54 12/31/2023
     SPGI123$54 12/31/2023
Geneos Wealth Management Inc.121$53 12/31/2023
     SPGI121$53 12/31/2023
Rosenberg Matthew Hamilton120$53 12/31/2023
     SPGI120$53 12/31/2023
Atlas Capital Advisors LLC122$52 03/31/2024
     SPGI122$52 03/31/2024
Arrow Financial Corp118$52 12/31/2023
     SPGI118$52 12/31/2023
Core Alternative Capital118$52 12/31/2023
     SPGI118$52 12/31/2023
Grayhawk Investment Strategies Inc.114$50 12/31/2023
     SPGI114$50 12/31/2023
Armstrong Advisory Group Inc.112$49 03/31/2024
     SPGI112$49 03/31/2024
DT Investment Partners LLC107$49 12/31/2023
     SPGI107$49 12/31/2023
SJS Investment Consulting Inc.109$46 03/31/2024
     SPGI109$46 03/31/2024
FinTrust Capital Advisors LLC105$46 12/31/2023
     SPGI105$46 12/31/2023
Archer Investment Corp105$46 12/31/2023
     SPGI105$46 12/31/2023
FSA Wealth Management LLC105$46 12/31/2023
     SPGI105$46 12/31/2023
New Millennium Group LLC104$46 12/31/2023
     SPGI104$46 12/31/2023
Riverview Trust Co105$45 03/31/2024
     SPGI105$45 03/31/2024
Institutional & Family Asset Management LLC103$45 12/31/2023
     SPGI103$45 12/31/2023
West Branch Capital LLC103$45 12/31/2023
     SPGI103$45 12/31/2023
Oakworth Capital Inc.101$44 12/31/2023
     SPGI101$44 12/31/2023
Rain Capital Management LLC99$44 12/31/2023
     SPGI99$44 12/31/2023
Caas Capital Management LP $44 12/31/2023
     Call5,500$2,423 12/31/2023
     Put5,400$2,379 12/31/2023
Guardian Wealth Management Inc.100$44 12/31/2023
     SPGI100$44 12/31/2023
EdgeRock Capital LLC95$43 12/31/2023
     SPGI95$43 12/31/2023
Greenwood Gearhart Inc.96$42 12/31/2023
     SPGI96$42 12/31/2023
GPS Wealth Strategies Group LLC95$42 12/31/2023
     SPGI95$42 12/31/2023
Clarity Asset Management Inc.95$42 12/31/2023
     SPGI95$42 12/31/2023
Carolinas Wealth Consulting LLC88$39 12/31/2023
     SPGI88$39 12/31/2023
Bangor Savings Bank88$37 03/31/2024
     SPGI88$37 03/31/2024
MCF Advisors LLC87$37 03/31/2024
     SPGI87$37 03/31/2024
HWG Holdings LP85$37 12/31/2023
     SPGI85$37 12/31/2023
Plato Investment Management Ltd85$37 12/31/2023
     SPGI85$37 12/31/2023
Baystate Wealth Management LLC82$36 12/31/2023
     SPGI82$36 12/31/2023
Frazier Financial Advisors LLC82$36 12/31/2023
     SPGI82$36 12/31/2023
Fortitude Family Office LLC82$35 03/31/2024
     SPGI82$35 03/31/2024
State of Wyoming77$34 12/31/2023
     SPGI77$34 12/31/2023
Aspect Partners LLC77$34 12/31/2023
     SPGI77$34 12/31/2023
LFA Lugano Financial Advisors SA75$33 12/31/2023
     SPGI75$33 12/31/2023
Hobbs Group Advisors LLC70$31 12/31/2023
     SPGI70$31 12/31/2023
Kathleen S. Wright Associates Inc.72$30 03/31/2024
     SPGI72$30 03/31/2024
Larson Financial Group LLC64$28 12/31/2023
     SPGI64$28 12/31/2023
Oliver Lagore Vanvalin Investment Group64$28 12/31/2023
     SPGI64$28 12/31/2023
West Tower Group LLC63$28 12/31/2023
     SPGI63$28 12/31/2023
Valued Wealth Advisors LLC63$28 12/31/2023
     SPGI63$28 12/31/2023
Exchange Traded Concepts LLC63$27 03/31/2024
     SPGI63$27 03/31/2024
Financial Management Professionals Inc.63$27 03/31/2024
     SPGI63$27 03/31/2024
Washington Trust Advisors Inc.61$27 12/31/2023
     SPGI61$27 12/31/2023
Hexagon Capital Partners LLC61$26 03/31/2024
     SPGI61$26 03/31/2024
Private Wealth Management Group LLC58$26 12/31/2023
     SPGI58$26 12/31/2023
Pineridge Advisors LLC60$26 12/31/2023
     SPGI60$26 12/31/2023
Pacifica Partners Inc.61$25 03/31/2024
     SPGI61$25 03/31/2024
Householder Group Estate & Retirement Specialist LLC59$25 12/31/2023
     SPGI59$25 12/31/2023
Northwest Investment Counselors LLC53$23 03/31/2024
     SPGI53$23 03/31/2024
Power Corp of Canada52$23 12/31/2023
     SPGI52$23 12/31/2023
Westside Investment Management Inc.51$22 12/31/2023
     SPGI51$22 12/31/2023
First Pacific Financial49$22 12/31/2023
     SPGI49$22 12/31/2023
Beaird Harris Wealth Management LLC51$22 12/31/2023
     SPGI51$22 12/31/2023
Long Island Wealth Management Inc.49$22 12/31/2023
     SPGI49$22 12/31/2023
Quarry LP48$21 12/31/2023
     SPGI48$21 12/31/2023
DSM Capital Partners LLC42$19 12/31/2023
     SPGI42$19 12/31/2023
Creative Capital Management Investments LLC43$19 12/31/2023
     SPGI43$19 12/31/2023
TCTC Holdings LLC41$18 12/31/2023
     SPGI41$18 12/31/2023
Silicon Valley Capital Partners40$18 12/31/2023
     SPGI40$18 12/31/2023
PrairieView Partners LLC41$18 12/31/2023
     SPGI41$18 12/31/2023
Newbridge Financial Services Group Inc.40$18 12/31/2023
     SPGI40$18 12/31/2023
Able Wealth Management LLC40$18 12/31/2023
     SPGI40$18 12/31/2023
Cape Investment Advisory Inc.39$17 12/31/2023
     SPGI39$17 12/31/2023
Northwest Financial Advisors40$17 12/31/2023
     SPGI40$17 12/31/2023
USA Financial Portformulas Corp36$16 12/31/2023
     SPGI36$16 12/31/2023
Raleigh Capital Management Inc.36$16 12/31/2023
     SPGI36$16 12/31/2023
Stephenson National Bank & Trust36$15 03/31/2024
     SPGI36$15 03/31/2024
Voisard Asset Management Group Inc.35$15 03/31/2024
     SPGI35$15 03/31/2024
Valley National Advisers Inc.36$15 12/31/2023
     SPGI36$15 12/31/2023
Toth Financial Advisory Corp30$13 03/31/2024
     SPGI30$13 03/31/2024
Annapolis Financial Services LLC31$13 03/31/2024
     SPGI31$13 03/31/2024
Tyler Stone Wealth Management30$13 12/31/2023
     SPGI30$13 12/31/2023
Sachetta LLC29$13 12/31/2023
     SPGI29$13 12/31/2023
Financial Gravity Asset Management Inc.28$12 12/31/2023
     SPGI28$12 12/31/2023
Dunhill Financial LLC26$12 12/31/2023
     SPGI26$12 12/31/2023
Moisand Fitzgerald Tamayo LLC27$11 03/31/2024
     SPGI27$11 03/31/2024
Northwest Capital Management Inc27$11 03/31/2024
     SPGI27$11 03/31/2024
Cedar Mountain Advisors LLC26$11 03/31/2024
     SPGI26$11 03/31/2024
Thompson Siegel & Walmsley LLC25$11 12/31/2023
     SPGI25$11 12/31/2023
North Star Investment Management Corp.26$11 12/31/2023
     SPGI26$11 12/31/2023
Heritage Wealth Advisors25$11 12/31/2023
     SPGI25$11 12/31/2023
Scarborough Advisors LLC24$11 12/31/2023
     SPGI24$11 12/31/2023
Tennessee Valley Asset Management Partners22$10 12/31/2023
     SPGI22$10 12/31/2023
SOA Wealth Advisors LLC.22$9 03/31/2024
     SPGI22$9 03/31/2024
South State CORP.21$9 12/31/2023
     SPGI21$9 12/31/2023
Cambridge Trust Co.20$9 12/31/2023
     SPGI20$9 12/31/2023
First Financialcorp IN18$8 03/31/2024
     SPGI18$8 03/31/2024
OLD Point Trust & Financial Services N A18$8 12/31/2023
     SPGI18$8 12/31/2023
RFP Financial Group LLC19$8 12/31/2023
     SPGI19$8 12/31/2023
Pin Oak Investment Advisors Inc.16$7 12/31/2023
     SPGI16$7 12/31/2023
Fairfield Bush & CO.15$7 12/31/2023
     SPGI15$7 12/31/2023
Jackson Grant Investment Advisers Inc.15$7 12/31/2023
     SPGI15$7 12/31/2023
Avion Wealth16$7 12/31/2023
     SPGI16$7 12/31/2023
Coppell Advisory Solutions LLC17$7 12/31/2023
     SPGI17$7 12/31/2023
DiNuzzo Private Wealth Inc.15$7 12/31/2023
     SPGI15$7 12/31/2023
Fairman Group LLC17$7 12/31/2023
     SPGI17$7 12/31/2023
Sittner & Nelson LLC14$6 12/31/2023
     SPGI14$6 12/31/2023
Main Street Group LTD13$6 12/31/2023
     SPGI13$6 12/31/2023
Frank Rimerman Advisors LLC13$6 12/31/2023
     SPGI13$6 12/31/2023
Rakuten Securities Inc.14$6 12/31/2023
     SPGI14$6 12/31/2023
Ables Iannone Moore & Associates Inc.14$6 12/31/2023
     SPGI14$6 12/31/2023
Aspire Private Capital LLC11$5 03/31/2024
     SPGI11$5 03/31/2024
Trifecta Capital Advisors LLC12$5 03/31/2024
     SPGI12$5 03/31/2024
Hazlett Burt & Watson Inc.12$5 12/31/2023
     SPGI12$5 12/31/2023
JNBA Financial Advisors12$5 12/31/2023
     SPGI12$5 12/31/2023
Fortis Advisors LLC11$5 12/31/2023
     SPGI11$5 12/31/2023
Front Row Advisors LLC12$5 12/31/2023
     SPGI12$5 12/31/2023
Vermillion & White Wealth Management Group LLC11$5 12/31/2023
     SPGI11$5 12/31/2023
Atwood & Palmer Inc.9$4 03/31/2024
     SPGI9$4 03/31/2024
Stuart Chaussee & Associates Inc.10$4 12/31/2023
     SPGI10$4 12/31/2023
Global Wealth Management Investment Advisory Inc.8$4 12/31/2023
     SPGI8$4 12/31/2023
Rockbridge Investment Management LCC10$4 12/31/2023
     SPGI10$4 12/31/2023
DB Wealth Management Group LLC9$4 12/31/2023
     SPGI9$4 12/31/2023
Twin Lakes Capital Management LLC8$4 12/31/2023
     SPGI8$4 12/31/2023
Red Tortoise LLC10$4 12/31/2023
     SPGI10$4 12/31/2023
Beacon Capital Management LLC9$4 12/31/2023
     SPGI9$4 12/31/2023
Cherry Tree Wealth Management LLC10$4 12/31/2023
     SPGI10$4 12/31/2023
Jamison Private Wealth Management Inc.9$4 12/31/2023
     SPGI9$4 12/31/2023
Wolff Wiese Magana LLC8$3 03/31/2024
     SPGI8$3 03/31/2024
Iron Horse Wealth Management LLC6$3 03/31/2024
     SPGI6$3 03/31/2024
Creative Financial Designs Inc. ADV6$3 12/31/2023
     SPGI6$3 12/31/2023
Albion Financial Group UT6$3 12/31/2023
     SPGI6$3 12/31/2023
Chilton Capital Management LLC7$3 12/31/2023
     SPGI7$3 12/31/2023
Providence Capital Advisors LLC7$3 12/31/2023
     SPGI7$3 12/31/2023
ICA Group Wealth Management LLC6$3 12/31/2023
     SPGI6$3 12/31/2023
Contravisory Investment Management Inc.5$2 03/31/2024
     SPGI5$2 03/31/2024
Sound Income Strategies LLC4$2 03/31/2024
     SPGI4$2 03/31/2024
Tsfg LLC5$2 03/31/2024
     SPGI5$2 03/31/2024
Financial Synergies Wealth Advisors Inc.5$2 03/31/2024
     SPGI5$2 03/31/2024
ClariVest Asset Management LLC4$2 12/31/2023
     SPGI4$2 12/31/2023
Cedar Wealth Management LLC4$2 12/31/2023
     SPGI4$2 12/31/2023
Investors Research Corp4$2 12/31/2023
     SPGI4$2 12/31/2023
Tucker Asset Management LLC4$2 12/31/2023
     SPGI4$2 12/31/2023
Caitlin John LLC5$2 12/31/2023
     SPGI5$2 12/31/2023
Plante Moran Financial Advisors LLC0$0 12/31/2023
     SPGI0$0 12/31/2023
Retirement Group LLC1$0 12/31/2023
     SPGI1$0 12/31/2023
Delta Accumulation LLC $0 12/31/2023
     Put2,100$4,811 12/31/2023
     Call2,100$4,811 12/31/2023
McClarren Financial Advisors Inc.1$0 12/31/2023
     SPGI1$0 12/31/2023
Delos Wealth Advisors LLC1$0 12/31/2023
     SPGI1$0 12/31/2023
Readystate Asset Management LP $0 12/31/2023
     Put4,200$1,850 12/31/2023
     Call4,200$1,850 12/31/2023
Two Sigma Securities LLC $-98 12/31/2023
     Put8,200$3,612 12/31/2023
     Call7,500$3,304 12/31/2023
     SPGI476$210 12/31/2023
LMR Partners LLP $-617 12/31/2023
     Put10,800$4,758 12/31/2023
     Call9,400$4,141 12/31/2023
Verition Fund Management LLC $-658 12/31/2023
     Put7,200$3,172 12/31/2023
     Call3,400$1,498 12/31/2023
     SPGI2,306$1,016 12/31/2023
SpiderRock Advisors LLC $-1,633 12/31/2023
     Put4,800$1,633 12/31/2023
Walleye Trading LLC $-3,876 12/31/2023
     Put54,100$23,832 12/31/2023
     Call45,300$19,956 12/31/2023
BlueCrest Capital Management Ltd $-4,354 12/31/2023
     Put10,500$4,625 12/31/2023
     SPGI615$271 12/31/2023
Point72 Middle East FZE $-4,493 12/31/2023
     Put19,000$8,370 12/31/2023
     Call8,800$3,877 12/31/2023
Eisler Capital UK Ltd. $-5,697 12/31/2023
     Put26,434$11,645 12/31/2023
     Call10,014$4,411 12/31/2023
     SPGI3,489$1,537 12/31/2023
One River Asset Management LLC $-6,212 12/31/2023
     Put28,300$12,467 12/31/2023
     Call14,200$6,255 12/31/2023
PEAK6 Investments LLC $-11,673 12/31/2023
     Put37,900$16,696 12/31/2023
     Call11,400$5,022 12/31/2023
     SPGI3$1 12/31/2023
Parallax Volatility Advisers L.P. $-16,916 12/31/2023
     Put51,700$22,775 12/31/2023
     Call13,300$5,859 12/31/2023
Capstone Investment Advisors LLC $-24,449 12/31/2023
     Put64,500$28,414 12/31/2023
     Call9,000$3,965 12/31/2023
Jane Street Group LLC33,193$-246,122 12/31/2023
     Put728,800$321,051 12/31/2023
     Call136,900$60,307 12/31/2023
     SPGI33,193$14,622 12/31/2023

See Summary: Institutional Holders of SPGI
See Details: Top 10 Hedge Funds Holding SPGI
Also See: SPGI Insider Buying
Also See: SPGI Holdings Changes
Analysts Forecast: Standard and Poors Global Price Target

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