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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Vanguard Group Inc. | 28,796,066 | $12,685,243 | 12/31/2023 | SPGI | 28,796,066 | $12,685,243 | 12/31/2023 | BlackRock Inc. | 24,222,788 | $10,670,623 | 12/31/2023 | SPGI | 24,222,788 | $10,670,623 | 12/31/2023 | State Street Corp | 14,220,395 | $6,264,368 | 12/31/2023 | SPGI | 14,220,395 | $6,264,368 | 12/31/2023 | TCI Fund Management Ltd. | 9,032,611 | $3,979,046 | 12/31/2023 | SPGI | 9,032,611 | $3,979,046 | 12/31/2023 | JPMorgan Chase & Co. | | $3,466,402 | 12/31/2023 | SPGI | 7,870,487 | $3,467,107 | 12/31/2023 | Put | 11,000 | $4,846 | 12/31/2023 | Call | 9,400 | $4,141 | 12/31/2023 | Wellington Management Group LLP | 7,100,394 | $3,127,866 | 12/31/2023 | SPGI | 7,100,394 | $3,127,866 | 12/31/2023 | FMR LLC | 6,278,836 | $2,765,953 | 12/31/2023 | SPGI | 6,278,836 | $2,765,953 | 12/31/2023 | Geode Capital Management LLC | 6,130,144 | $2,692,056 | 12/31/2023 | SPGI | 6,130,144 | $2,692,056 | 12/31/2023 | Capital International Investors | 5,502,039 | $2,423,762 | 12/31/2023 | SPGI | 5,502,039 | $2,423,762 | 12/31/2023 | Morgan Stanley | 5,000,157 | $2,202,670 | 12/31/2023 | SPGI | 5,000,157 | $2,202,670 | 12/31/2023 | Bank of America Corp DE | | $1,790,569 | 12/31/2023 | SPGI | 4,551,971 | $2,005,234 | 12/31/2023 | Put | 628,700 | $276,955 | 12/31/2023 | Call | 141,400 | $62,290 | 12/31/2023 | Norges Bank | 3,752,070 | $1,652,862 | 12/31/2023 | SPGI | 3,752,070 | $1,652,862 | 12/31/2023 | Invesco Ltd. | 3,689,257 | $1,625,191 | 12/31/2023 | SPGI | 3,689,257 | $1,625,191 | 12/31/2023 | Edgewood Management LLC | 3,518,550 | $1,549,992 | 12/31/2023 | SPGI | 3,518,550 | $1,549,992 | 12/31/2023 | Northern Trust Corp | 3,092,913 | $1,362,490 | 12/31/2023 | SPGI | 3,092,913 | $1,362,490 | 12/31/2023 | Legal & General Group Plc | 2,860,567 | $1,260,139 | 12/31/2023 | SPGI | 2,860,567 | $1,260,139 | 12/31/2023 | Capital World Investors | 2,818,729 | $1,241,706 | 12/31/2023 | SPGI | 2,818,729 | $1,241,706 | 12/31/2023 | Price T Rowe Associates Inc. MD | 2,683,512 | $1,182,142 | 12/31/2023 | SPGI | 2,683,512 | $1,182,142 | 12/31/2023 | Wells Fargo & Company MN | 2,624,308 | $1,156,060 | 12/31/2023 | SPGI | 2,624,308 | $1,156,060 | 12/31/2023 | Parnassus Investments CA | 2,467,429 | $1,086,952 | 12/31/2023 | SPGI | 2,467,429 | $1,086,952 | 12/31/2023 | Goldman Sachs Group Inc. | | $1,080,656 | 12/31/2023 | SPGI | 2,704,836 | $1,191,535 | 12/31/2023 | Put | 257,100 | $113,258 | 12/31/2023 | Call | 5,400 | $2,379 | 12/31/2023 | Bank of New York Mellon Corp | 2,392,897 | $1,054,119 | 12/31/2023 | SPGI | 2,392,897 | $1,054,119 | 12/31/2023 | Ameriprise Financial Inc. | 2,182,210 | $954,297 | 12/31/2023 | SPGI | 2,182,210 | $954,297 | 12/31/2023 | Sustainable Growth Advisers LP | 2,153,623 | $948,714 | 12/31/2023 | SPGI | 2,153,623 | $948,714 | 12/31/2023 | Cantillon Capital Management LLC | 2,113,064 | $930,847 | 12/31/2023 | SPGI | 2,113,064 | $930,847 | 12/31/2023 | Nuveen Asset Management LLC | 2,106,993 | $928,173 | 12/31/2023 | SPGI | 2,106,993 | $928,173 | 12/31/2023 | Amundi | 2,093,387 | $900,512 | 12/31/2023 | SPGI | 2,093,387 | $900,512 | 12/31/2023 | UBS Asset Management Americas Inc. | 1,920,974 | $846,227 | 12/31/2023 | SPGI | 1,920,974 | $846,227 | 12/31/2023 | Charles Schwab Investment Management Inc. | 1,816,218 | $800,080 | 12/31/2023 | SPGI | 1,816,218 | $800,080 | 12/31/2023 | Unisphere Establishment | 1,700,000 | $748,884 | 12/31/2023 | SPGI | 1,700,000 | $748,884 | 12/31/2023 | Valley Forge Capital Management LP | 1,655,561 | $729,308 | 12/31/2023 | SPGI | 1,655,561 | $729,308 | 12/31/2023 | Clearbridge Investments LLC | 1,654,294 | $728,750 | 12/31/2023 | SPGI | 1,654,294 | $728,750 | 12/31/2023 | Mackenzie Financial Corp | 1,502,798 | $662,013 | 12/31/2023 | SPGI | 1,502,798 | $662,013 | 12/31/2023 | Neuberger Berman Group LLC | 1,450,185 | $638,823 | 12/31/2023 | SPGI | 1,450,185 | $638,823 | 12/31/2023 | Fayez Sarofim & Co | 1,449,706 | $634,812 | 12/31/2023 | SPGI | 1,449,706 | $634,812 | 12/31/2023 | Longview Partners Guernsey LTD | 1,439,354 | $634,064 | 12/31/2023 | SPGI | 1,439,354 | $634,064 | 12/31/2023 | Artisan Partners Limited Partnership | 1,403,726 | $618,369 | 12/31/2023 | SPGI | 1,403,726 | $618,369 | 12/31/2023 | CIBC Private Wealth Group LLC | 1,383,911 | $609,640 | 12/31/2023 | SPGI | 1,383,911 | $609,640 | 12/31/2023 | Rothschild & Co Wealth Management UK Ltd | 1,372,778 | $604,736 | 12/31/2023 | SPGI | 1,372,778 | $604,736 | 12/31/2023 | Royal Bank of Canada | | $594,126 | 12/31/2023 | SPGI | 1,393,089 | $613,685 | 12/31/2023 | Put | 44,400 | $19,559 | 12/31/2023 | Baillie Gifford & Co. | 1,306,606 | $575,586 | 12/31/2023 | SPGI | 1,306,606 | $575,586 | 12/31/2023 | Ninety One UK Ltd | 1,281,117 | $564,358 | 12/31/2023 | SPGI | 1,281,117 | $564,358 | 12/31/2023 | Lazard Asset Management LLC | 1,193,681 | $525,838 | 12/31/2023 | SPGI | 1,193,681 | $525,838 | 12/31/2023 | American Century Companies Inc. | 1,189,573 | $524,031 | 12/31/2023 | SPGI | 1,189,573 | $524,031 | 12/31/2023 | Newport Trust Co | 1,176,338 | $518,200 | 12/31/2023 | SPGI | 1,176,338 | $518,200 | 12/31/2023 | Citadel Advisors LLC | | $515,117 | 12/31/2023 | SPGI | 1,043,937 | $459,875 | 12/31/2023 | Call | 287,600 | $126,694 | 12/31/2023 | Put | 162,200 | $71,452 | 12/31/2023 | Allianz Asset Management GmbH | | $495,440 | 12/31/2023 | SPGI | 1,128,271 | $497,026 | 12/31/2023 | Put | 11,300 | $4,978 | 12/31/2023 | Call | 7,700 | $3,392 | 12/31/2023 | Bessemer Group Inc. | 1,086,170 | $478,478 | 12/31/2023 | SPGI | 1,086,170 | $478,478 | 12/31/2023 | Brown Advisory Inc. | 1,029,747 | $453,624 | 12/31/2023 | SPGI | 1,029,747 | $453,624 | 12/31/2023 | Fiera Capital Corp | 1,023,673 | $450,948 | 12/31/2023 | SPGI | 1,023,673 | $450,948 | 12/31/2023 | Envestnet Asset Management Inc. | 1,012,208 | $445,898 | 12/31/2023 | SPGI | 1,012,208 | $445,898 | 12/31/2023 | Principal Financial Group Inc. | 1,007,151 | $443,670 | 12/31/2023 | SPGI | 1,007,151 | $443,670 | 12/31/2023 | UBS Group AG | | $438,107 | 12/31/2023 | SPGI | 951,322 | $419,076 | 12/31/2023 | Call | 147,400 | $64,933 | 12/31/2023 | Put | 104,200 | $45,902 | 12/31/2023 | Deutsche Bank AG | 966,130 | $425,600 | 12/31/2023 | SPGI | 966,130 | $425,600 | 12/31/2023 | Loomis Sayles & Co. L P | 962,642 | $424,063 | 12/31/2023 | SPGI | 962,642 | $424,063 | 12/31/2023 | Credit Suisse AG | 947,029 | $417,185 | 12/31/2023 | SPGI | 947,029 | $417,185 | 12/31/2023 | Barclays PLC | | $390,567 | 12/31/2023 | SPGI | 898,102 | $395,633 | 12/31/2023 | Put | 16,800 | $7,401 | 12/31/2023 | Call | 5,300 | $2,335 | 12/31/2023 | Farallon Capital Management LLC | 882,595 | $388,801 | 12/31/2023 | SPGI | 882,595 | $388,801 | 12/31/2023 | Franklin Resources Inc. | 837,103 | $368,761 | 12/31/2023 | SPGI | 837,103 | $368,761 | 12/31/2023 | Allen Investment Management LLC | 825,162 | $363,500 | 12/31/2023 | SPGI | 825,162 | $363,500 | 12/31/2023 | Bank of Montreal Can | 808,347 | $357,426 | 12/31/2023 | SPGI | 808,347 | $357,426 | 12/31/2023 | Independent Franchise Partners LLP | 798,525 | $351,766 | 12/31/2023 | SPGI | 798,525 | $351,766 | 12/31/2023 | Temasek Holdings Private Ltd | 794,791 | $350,121 | 12/31/2023 | SPGI | 794,791 | $350,121 | 12/31/2023 | Sumitomo Mitsui Trust Holdings Inc. | 794,264 | $349,889 | 12/31/2023 | SPGI | 794,264 | $349,889 | 12/31/2023 | C WorldWide Group Holding A S | 775,605 | $341,670 | 12/31/2023 | SPGI | 775,605 | $341,670 | 12/31/2023 | Mawer Investment Management Ltd. | 768,558 | $338,565 | 12/31/2023 | SPGI | 768,558 | $338,565 | 12/31/2023 | Raymond James & Associates | 758,547 | $334,155 | 12/31/2023 | SPGI | 758,547 | $334,155 | 12/31/2023 | Dimensional Fund Advisors LP | 730,571 | $321,838 | 12/31/2023 | SPGI | 730,571 | $321,838 | 12/31/2023 | The PNC Financial Services Group Inc. | 723,718 | $318,812 | 12/31/2023 | SPGI | 723,718 | $318,812 | 12/31/2023 | Capital Research Global Investors | 676,877 | $298,181 | 12/31/2023 | SPGI | 676,877 | $298,181 | 12/31/2023 | Hsbc Holdings PLC | | $293,748 | 12/31/2023 | SPGI | 681,679 | $300,266 | 12/31/2023 | Put | 14,800 | $6,518 | 12/31/2023 | Bank Julius Baer & Co. Ltd Zurich | 658,182 | $289,942 | 12/31/2023 | SPGI | 658,182 | $289,942 | 12/31/2023 | First Manhattan Co. | 651,016 | $284,397 | 12/31/2023 | SPGI | 651,016 | $284,397 | 12/31/2023 | Millennium Management LLC | | $283,323 | 12/31/2023 | SPGI | 630,556 | $277,773 | 12/31/2023 | Call | 98,500 | $43,391 | 12/31/2023 | Put | 85,900 | $37,841 | 12/31/2023 | Rhumbline Advisers | 638,907 | $281,452 | 12/31/2023 | SPGI | 638,907 | $281,452 | 12/31/2023 | Findlay Park Partners LLP | 623,620 | $274,717 | 12/31/2023 | SPGI | 623,620 | $274,717 | 12/31/2023 | AustralianSuper Pty Ltd | 622,709 | $274,316 | 12/31/2023 | SPGI | 622,709 | $274,316 | 12/31/2023 | Great West Life Assurance Co. Can | 609,269 | $266,998 | 12/31/2023 | SPGI | 609,269 | $266,998 | 12/31/2023 | Prudential Financial Inc. | 601,256 | $263,415 | 12/31/2023 | SPGI | 601,256 | $263,415 | 12/31/2023 | Brown Brothers Harriman & Co. | 597,434 | $263,182 | 12/31/2023 | SPGI | 597,434 | $263,182 | 12/31/2023 | FIL Ltd | 590,668 | $260,201 | 12/31/2023 | SPGI | 590,668 | $260,201 | 12/31/2023 | California Public Employees Retirement System | 582,300 | $256,515 | 12/31/2023 | SPGI | 582,300 | $256,515 | 12/31/2023 | The Manufacturers Life Insurance Company | 579,184 | $255,142 | 12/31/2023 | SPGI | 579,184 | $255,142 | 12/31/2023 | Alecta Pensionsforsakring Omsesidigt | 575,000 | $253,339 | 12/31/2023 | SPGI | 575,000 | $253,339 | 12/31/2023 | Alliancebernstein L.P. | 568,548 | $250,457 | 12/31/2023 | SPGI | 568,548 | $250,457 | 12/31/2023 | BLS Capital Fondsmaeglerselskab A S | 548,861 | $241,784 | 12/31/2023 | SPGI | 548,861 | $241,784 | 12/31/2023 | New York State Common Retirement Fund | 542,709 | $239,074 | 12/31/2023 | SPGI | 542,709 | $239,074 | 12/31/2023 | Macquarie Group Ltd. | 535,470 | $235,885 | 12/31/2023 | SPGI | 535,470 | $235,885 | 12/31/2023 | Russell Investments Group Ltd. | 520,485 | $229,344 | 12/31/2023 | SPGI | 520,485 | $229,344 | 12/31/2023 | California State Teachers Retirement System | 520,274 | $229,191 | 12/31/2023 | SPGI | 520,274 | $229,191 | 12/31/2023 | ProShare Advisors LLC | 519,477 | $228,840 | 12/31/2023 | SPGI | 519,477 | $228,840 | 12/31/2023 | Flossbach Von Storch AG | 508,303 | $223,918 | 12/31/2023 | SPGI | 508,303 | $223,918 | 12/31/2023 | USS Investment Management Ltd | 496,533 | $218,817 | 12/31/2023 | SPGI | 496,533 | $218,817 | 12/31/2023 | Sei Investments Co. | 495,525 | $218,282 | 12/31/2023 | SPGI | 495,525 | $218,282 | 12/31/2023 | National Pension Service | 490,821 | $216,216 | 12/31/2023 | SPGI | 490,821 | $216,216 | 12/31/2023 | Stifel Financial Corp | 475,930 | $209,670 | 12/31/2023 | SPGI | 475,930 | $209,670 | 12/31/2023 | CI Private Wealth LLC | 468,136 | $206,209 | 12/31/2023 | SPGI | 468,136 | $206,209 | 12/31/2023 | Comgest Global Investors S.A.S. | 466,526 | $205,514 | 12/31/2023 | SPGI | 466,526 | $205,514 | 12/31/2023 | T. Rowe Price Investment Management Inc. | 462,152 | $203,588 | 12/31/2023 | SPGI | 462,152 | $203,588 | 12/31/2023 | Carmignac Gestion | 458,315 | $201,907 | 12/31/2023 | SPGI | 458,315 | $201,907 | 12/31/2023 | Standard Life Aberdeen plc | 454,487 | $200,211 | 12/31/2023 | SPGI | 454,487 | $200,211 | 12/31/2023 | iA Global Asset Management Inc. | 452,054 | $199,139 | 12/31/2023 | SPGI | 452,054 | $199,139 | 12/31/2023 | Intermede Investment Partners Ltd | 450,759 | $198,568 | 12/31/2023 | SPGI | 450,759 | $198,568 | 12/31/2023 | Ensign Peak Advisors Inc | 445,339 | $196,181 | 12/31/2023 | SPGI | 445,339 | $196,181 | 12/31/2023 | Fred Alger Management LLC | 442,354 | $194,866 | 12/31/2023 | SPGI | 442,354 | $194,866 | 12/31/2023 | Nordea Investment Management AB | 432,635 | $191,052 | 12/31/2023 | SPGI | 432,635 | $191,052 | 12/31/2023 | Allspring Global Investments Holdings LLC | 448,613 | $190,862 | 03/31/2024 | SPGI | 448,613 | $190,862 | 03/31/2024 | OMERS ADMINISTRATION Corp | 421,000 | $185,459 | 12/31/2023 | SPGI | 421,000 | $185,459 | 12/31/2023 | Rathbone Brothers plc | 413,979 | $182,366 | 12/31/2023 | SPGI | 413,979 | $182,366 | 12/31/2023 | TCW Group Inc. | 407,524 | $179,529 | 12/31/2023 | SPGI | 407,524 | $179,529 | 12/31/2023 | DF Dent & Co. Inc. | 403,477 | $177,740 | 12/31/2023 | SPGI | 403,477 | $177,740 | 12/31/2023 | Railway Pension Investments Ltd | 397,000 | $174,886 | 12/31/2023 | SPGI | 397,000 | $174,886 | 12/31/2023 | Haverford Trust Co. | 392,956 | $173,105 | 12/31/2023 | SPGI | 392,956 | $173,105 | 12/31/2023 | Menora Mivtachim Holdings LTD. | 384,337 | $169,308 | 12/31/2023 | SPGI | 384,337 | $169,308 | 12/31/2023 | Lord Abbett & CO. LLC | 383,061 | $168,746 | 12/31/2023 | SPGI | 383,061 | $168,746 | 12/31/2023 | Holocene Advisors LP | 378,763 | $166,853 | 12/31/2023 | SPGI | 378,763 | $166,853 | 12/31/2023 | Aviva PLC | 377,026 | $166,087 | 12/31/2023 | SPGI | 377,026 | $166,087 | 12/31/2023 | Robeco Institutional Asset Management B.V. | 372,592 | $164,134 | 12/31/2023 | SPGI | 372,592 | $164,134 | 12/31/2023 | Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 370,926 | $159,446 | 12/31/2023 | SPGI | 370,926 | $159,446 | 12/31/2023 | CI Investments Inc. | 356,366 | $156,986 | 12/31/2023 | SPGI | 356,366 | $156,986 | 12/31/2023 | Atalan Capital Partners LP | 350,000 | $154,182 | 12/31/2023 | SPGI | 350,000 | $154,182 | 12/31/2023 | Vontobel Holding Ltd. | 341,827 | $150,582 | 12/31/2023 | SPGI | 341,827 | $150,582 | 12/31/2023 | State Board of Administration of Florida Retirement System | 338,466 | $149,101 | 12/31/2023 | SPGI | 338,466 | $149,101 | 12/31/2023 | CCLA Investment Management Ltd | 336,900 | $148,923 | 12/31/2023 | SPGI | 336,900 | $148,923 | 12/31/2023 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 336,640 | $148,284 | 12/31/2023 | SPGI | 336,640 | $148,284 | 12/31/2023 | Zurcher Kantonalbank Zurich Cantonalbank | 327,080 | $144,085 | 12/31/2023 | SPGI | 327,080 | $144,085 | 12/31/2023 | Qube Research & Technologies Ltd | | $143,166 | 12/31/2023 | SPGI | 341,494 | $150,435 | 12/31/2023 | Put | 16,500 | $7,269 | 12/31/2023 | Mitsubishi UFJ Trust & Banking Corp | 323,790 | $142,636 | 12/31/2023 | SPGI | 323,790 | $142,636 | 12/31/2023 | KBC Group NV | 322,038 | $141,865 | 12/31/2023 | SPGI | 322,038 | $141,865 | 12/31/2023 | Citigroup Inc. | | $138,578 | 12/31/2023 | SPGI | 341,578 | $150,472 | 12/31/2023 | Put | 49,000 | $21,585 | 12/31/2023 | Call | 22,000 | $9,691 | 12/31/2023 | Korea Investment CORP | 311,016 | $137,009 | 12/31/2023 | SPGI | 311,016 | $137,009 | 12/31/2023 | Adage Capital Partners GP L.L.C. | 304,720 | $134,235 | 12/31/2023 | SPGI | 304,720 | $134,235 | 12/31/2023 | New York State Teachers Retirement System | 303,230 | $133,579 | 12/31/2023 | SPGI | 303,230 | $133,579 | 12/31/2023 | Select Equity Group L.P. | 289,876 | $127,696 | 12/31/2023 | SPGI | 289,876 | $127,696 | 12/31/2023 | Balyasny Asset Management LLC | | $125,880 | 12/31/2023 | SPGI | 290,454 | $127,951 | 12/31/2023 | Put | 10,900 | $4,802 | 12/31/2023 | Call | 6,200 | $2,731 | 12/31/2023 | National Bank of Canada FI | 281,396 | $122,800 | 12/31/2023 | SPGI | 281,396 | $122,800 | 12/31/2023 | StonePine Asset Management Inc. | 287,142 | $122,165 | 03/31/2024 | SPGI | 287,142 | $122,165 | 03/31/2024 | Janus Henderson Group PLC | 276,300 | $121,762 | 12/31/2023 | SPGI | 276,300 | $121,762 | 12/31/2023 | Assenagon Asset Management S.A. | 275,848 | $121,517 | 12/31/2023 | SPGI | 275,848 | $121,517 | 12/31/2023 | Royal London Asset Management Ltd. | 274,063 | $120,730 | 12/31/2023 | SPGI | 274,063 | $120,730 | 12/31/2023 | Skye Global Management LP | 274,000 | $120,702 | 12/31/2023 | SPGI | 274,000 | $120,702 | 12/31/2023 | US Bancorp DE | 273,821 | $120,625 | 12/31/2023 | SPGI | 273,821 | $120,625 | 12/31/2023 | DNB Asset Management AS | 273,598 | $116,402 | 03/31/2024 | SPGI | 273,598 | $116,402 | 03/31/2024 | Douglass Winthrop Advisors LLC | 260,036 | $114,551 | 12/31/2023 | SPGI | 260,036 | $114,551 | 12/31/2023 | Strs Ohio | 257,526 | $113,445 | 12/31/2023 | SPGI | 257,526 | $113,445 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 256,374 | $112,938 | 12/31/2023 | SPGI | 256,374 | $112,938 | 12/31/2023 | Nissay Asset Management Corp Japan ADV | 255,623 | $112,607 | 12/31/2023 | SPGI | 255,623 | $112,607 | 12/31/2023 | Milestone Resources Group Ltd | 254,293 | $112,021 | 12/31/2023 | SPGI | 254,293 | $112,021 | 12/31/2023 | Baird Financial Group Inc. | 252,041 | $111,029 | 12/31/2023 | SPGI | 252,041 | $111,029 | 12/31/2023 | Canada Pension Plan Investment Board | 249,276 | $109,811 | 12/31/2023 | SPGI | 249,276 | $109,811 | 12/31/2023 | Locust Wood Capital Advisers LLC | 247,933 | $109,219 | 12/31/2023 | SPGI | 247,933 | $109,219 | 12/31/2023 | Nomura Asset Management Co. Ltd. | 244,840 | $107,857 | 12/31/2023 | SPGI | 244,840 | $107,857 | 12/31/2023 | Manning & Napier Group LLC | 245,041 | $104,250 | 03/31/2024 | SPGI | 245,041 | $104,250 | 03/31/2024 | Federated Hermes Inc. | 236,089 | $104,002 | 12/31/2023 | SPGI | 236,089 | $104,002 | 12/31/2023 | Johnson Investment Counsel Inc. | 230,860 | $101,698 | 12/31/2023 | SPGI | 230,860 | $101,698 | 12/31/2023 | Victory Capital Management Inc. | 220,159 | $96,984 | 12/31/2023 | SPGI | 220,159 | $96,984 | 12/31/2023 | Massachusetts Financial Services Co. MA | 217,552 | $95,836 | 12/31/2023 | SPGI | 217,552 | $95,836 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 212,776 | $93,732 | 12/31/2023 | SPGI | 212,776 | $93,732 | 12/31/2023 | DekaBank Deutsche Girozentrale | 207,539 | $91,065 | 12/31/2023 | SPGI | 207,539 | $91,065 | 12/31/2023 | LPL Financial LLC | 203,296 | $89,556 | 12/31/2023 | SPGI | 203,296 | $89,556 | 12/31/2023 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 199,720 | $87,980 | 12/31/2023 | SPGI | 199,720 | $87,980 | 12/31/2023 | Degroof Petercam Asset Management | 199,640 | $87,945 | 12/31/2023 | SPGI | 199,640 | $87,945 | 12/31/2023 | Compagnie Lombard Odier SCmA | 196,204 | $86,432 | 12/31/2023 | SPGI | 196,204 | $86,432 | 12/31/2023 | Riverbridge Partners LLC | 195,013 | $85,907 | 12/31/2023 | SPGI | 195,013 | $85,907 | 12/31/2023 | Marsico Capital Management LLC | 188,647 | $83,103 | 12/31/2023 | SPGI | 188,647 | $83,103 | 12/31/2023 | SG Americas Securities LLC | 188,565 | $83,067 | 12/31/2023 | SPGI | 188,565 | $83,067 | 12/31/2023 | James Hambro & Partners | 187,962 | $82,833 | 12/31/2023 | SPGI | 187,962 | $82,833 | 12/31/2023 | Blair William & Co. IL | 187,298 | $82,508 | 12/31/2023 | SPGI | 187,298 | $82,508 | 12/31/2023 | Toronto Dominion Bank | 187,011 | $82,382 | 12/31/2023 | SPGI | 187,011 | $82,382 | 12/31/2023 | Susquehanna International Group LLP | | $81,902 | 12/31/2023 | Call | 348,500 | $153,521 | 12/31/2023 | Put | 256,900 | $113,170 | 12/31/2023 | SPGI | 94,322 | $41,551 | 12/31/2023 | State of Wisconsin Investment Board | 185,504 | $81,718 | 12/31/2023 | SPGI | 185,504 | $81,718 | 12/31/2023 | Caisse DE Depot ET Placement DU Quebec | 185,481 | $81,708 | 12/31/2023 | SPGI | 185,481 | $81,708 | 12/31/2023 | State of New Jersey Common Pension Fund D | 185,477 | $81,706 | 12/31/2023 | SPGI | 185,477 | $81,706 | 12/31/2023 | Perpetual Ltd | 191,526 | $81,485 | 03/31/2024 | SPGI | 191,526 | $81,485 | 03/31/2024 | State of Tennessee Treasury Department | 184,093 | $81,097 | 12/31/2023 | SPGI | 184,093 | $81,097 | 12/31/2023 | Confluence Investment Management LLC | 189,865 | $80,778 | 03/31/2024 | SPGI | 189,865 | $80,778 | 03/31/2024 | Chevy Chase Trust Holdings Inc. | 181,383 | $79,903 | 12/31/2023 | SPGI | 181,383 | $79,903 | 12/31/2023 | Truist Financial Corp | 179,539 | $79,091 | 12/31/2023 | SPGI | 179,539 | $79,091 | 12/31/2023 | Pictet Asset Management Holding SA | 176,858 | $77,909 | 12/31/2023 | SPGI | 176,858 | $77,909 | 12/31/2023 | Crawford Investment Counsel Inc. | 173,683 | $76,511 | 12/31/2023 | SPGI | 173,683 | $76,511 | 12/31/2023 | InterOcean Capital Group LLC | 173,010 | $76,214 | 12/31/2023 | SPGI | 173,010 | $76,214 | 12/31/2023 | Natixis Advisors L.P. | 172,766 | $76,107 | 12/31/2023 | SPGI | 172,766 | $76,107 | 12/31/2023 | Public Employees Retirement System of Ohio | 171,196 | $75,415 | 12/31/2023 | SPGI | 171,196 | $75,415 | 12/31/2023 | Alkeon Capital Management LLC | 169,700 | $74,756 | 12/31/2023 | SPGI | 169,700 | $74,756 | 12/31/2023 | Candriam Luxembourg S.C.A. | 169,024 | $74,462 | 12/31/2023 | SPGI | 169,024 | $74,462 | 12/31/2023 | Handelsbanken Fonder AB | 168,383 | $74,176 | 12/31/2023 | SPGI | 168,383 | $74,176 | 12/31/2023 | Stonehage Fleming Financial Services Holdings Ltd | 165,516 | $72,913 | 12/31/2023 | SPGI | 165,516 | $72,913 | 12/31/2023 | Bowen Hanes & Co. Inc. | 165,477 | $72,896 | 12/31/2023 | SPGI | 165,477 | $72,896 | 12/31/2023 | Nicholas Company Inc. | 165,475 | $72,895 | 12/31/2023 | SPGI | 165,475 | $72,895 | 12/31/2023 | Bristol John W & Co. Inc. NY | 164,678 | $72,544 | 12/31/2023 | SPGI | 164,678 | $72,544 | 12/31/2023 | B. Metzler seel. Sohn & Co. AG | 163,931 | $72,215 | 12/31/2023 | SPGI | 163,931 | $72,215 | 12/31/2023 | Keybank National Association OH | 162,909 | $71,765 | 12/31/2023 | SPGI | 162,909 | $71,765 | 12/31/2023 | HighTower Advisors LLC | | $71,688 | 12/31/2023 | SPGI | 162,774 | $71,688 | 12/31/2023 | Put | 500 | $0 | 12/31/2023 | Schwartz Investment Counsel Inc. | 162,400 | $71,540 | 12/31/2023 | SPGI | 162,400 | $71,540 | 12/31/2023 | Clark Capital Management Group Inc. | 160,939 | $70,897 | 12/31/2023 | SPGI | 160,939 | $70,897 | 12/31/2023 | TD Asset Management Inc. | 158,818 | $69,963 | 12/31/2023 | SPGI | 158,818 | $69,963 | 12/31/2023 | Westfield Capital Management Co. LP | 157,421 | $69,347 | 12/31/2023 | SPGI | 157,421 | $69,347 | 12/31/2023 | Mn Services Vermogensbeheer B.V. | 155,165 | $68,353 | 12/31/2023 | SPGI | 155,165 | $68,353 | 12/31/2023 | Asset Management One Co. Ltd. | 154,093 | $68,084 | 12/31/2023 | SPGI | 154,093 | $68,084 | 12/31/2023 | Gabelli Funds LLC | 152,254 | $67,071 | 12/31/2023 | SPGI | 152,254 | $67,071 | 12/31/2023 | Markel Corp | 150,690 | $66,382 | 12/31/2023 | SPGI | 150,690 | $66,382 | 12/31/2023 | CDAM UK Ltd | 145,300 | $64,008 | 12/31/2023 | SPGI | 145,300 | $64,008 | 12/31/2023 | Treasurer of the State of North Carolina | 144,270 | $63,554 | 12/31/2023 | SPGI | 144,270 | $63,554 | 12/31/2023 | HM Payson & Co. | 143,123 | $63,049 | 12/31/2023 | SPGI | 143,123 | $63,049 | 12/31/2023 | United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 139,449 | $61,430 | 12/31/2023 | SPGI | 139,449 | $61,430 | 12/31/2023 | GW&K Investment Management LLC | 138,811 | $61,149 | 12/31/2023 | SPGI | 138,811 | $61,149 | 12/31/2023 | Marathon Asset Mgmt Ltd | 138,532 | $61,026 | 12/31/2023 | SPGI | 138,532 | $61,026 | 12/31/2023 | Skandinaviska Enskilda Banken AB publ | 137,561 | $60,598 | 12/31/2023 | SPGI | 137,561 | $60,598 | 12/31/2023 | Cypress Funds LLC | 137,192 | $60,436 | 12/31/2023 | SPGI | 137,192 | $60,436 | 12/31/2023 | Delta Asset Management LLC TN | 136,393 | $60,084 | 12/31/2023 | SPGI | 136,393 | $60,084 | 12/31/2023 | Ninety One North America Inc. | 136,069 | $59,941 | 12/31/2023 | SPGI | 136,069 | $59,941 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 134,443 | $59,227 | 12/31/2023 | SPGI | 134,443 | $59,227 | 12/31/2023 | Bank of Nova Scotia | 133,014 | $58,572 | 12/31/2023 | SPGI | 133,014 | $58,572 | 12/31/2023 | Tybourne Capital Management HK Ltd. | 129,506 | $57,050 | 12/31/2023 | SPGI | 129,506 | $57,050 | 12/31/2023 | United Capital Financial Advisers LLC | 126,766 | $55,843 | 12/31/2023 | SPGI | 126,766 | $55,843 | 12/31/2023 | Kempen Capital Management N.V. | 125,999 | $55,505 | 12/31/2023 | SPGI | 125,999 | $55,505 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 125,530 | $55,464 | 12/31/2023 | SPGI | 125,530 | $55,464 | 12/31/2023 | Bartlett & Co. LLC | 125,530 | $55,463 | 12/31/2023 | SPGI | 125,530 | $55,463 | 12/31/2023 | Cullinan Associates Inc. | 127,900 | $54,415 | 03/31/2024 | SPGI | 127,900 | $54,415 | 03/31/2024 | Great Lakes Advisors LLC | 122,610 | $54,013 | 12/31/2023 | SPGI | 122,610 | $54,013 | 12/31/2023 | Cercano Management LLC | 121,034 | $53,318 | 12/31/2023 | SPGI | 121,034 | $53,318 | 12/31/2023 | Fifth Third Bancorp | 120,598 | $53,126 | 12/31/2023 | SPGI | 120,598 | $53,126 | 12/31/2023 | Sather Financial Group Inc | 120,399 | $53,038 | 12/31/2023 | SPGI | 120,399 | $53,038 | 12/31/2023 | Marshall Wace LLP | 119,098 | $52,465 | 12/31/2023 | SPGI | 119,098 | $52,465 | 12/31/2023 | Voya Investment Management LLC | 118,732 | $52,304 | 12/31/2023 | SPGI | 118,732 | $52,304 | 12/31/2023 | Zurich Insurance Group Ltd FI | 118,007 | $51,984 | 12/31/2023 | SPGI | 118,007 | $51,984 | 12/31/2023 | Vaughan David Investments LLC IL | 117,369 | $51,703 | 12/31/2023 | SPGI | 117,369 | $51,703 | 12/31/2023 | Rafferty Asset Management LLC | 114,848 | $50,593 | 12/31/2023 | SPGI | 114,848 | $50,593 | 12/31/2023 | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 113,459 | $49,981 | 12/31/2023 | SPGI | 113,459 | $49,981 | 12/31/2023 | D.A. Davidson & CO. | 112,235 | $49,442 | 12/31/2023 | SPGI | 112,235 | $49,442 | 12/31/2023 | Howland Capital Management LLC | 107,769 | $47,474 | 12/31/2023 | SPGI | 107,769 | $47,474 | 12/31/2023 | D. E. Shaw & Co. Inc. | | $47,407 | 12/31/2023 | Call | 68,400 | $30,132 | 12/31/2023 | SPGI | 43,915 | $19,345 | 12/31/2023 | Put | 4,700 | $2,070 | 12/31/2023 | RMB Capital Management LLC | 107,048 | $47,157 | 12/31/2023 | SPGI | 107,048 | $47,157 | 12/31/2023 | Comerica Bank | 106,213 | $46,789 | 12/31/2023 | SPGI | 106,213 | $46,789 | 12/31/2023 | AXA S.A. | 105,644 | $46,538 | 12/31/2023 | SPGI | 105,644 | $46,538 | 12/31/2023 | SeaTown Holdings Pte. Ltd. | 104,943 | $46,229 | 12/31/2023 | SPGI | 104,943 | $46,229 | 12/31/2023 | Alta Capital Management LLC | 104,618 | $46,087 | 12/31/2023 | SPGI | 104,618 | $46,087 | 12/31/2023 | Sandhill Capital Partners LLC | 103,460 | $45,576 | 12/31/2023 | SPGI | 103,460 | $45,576 | 12/31/2023 | American International Group Inc. | 102,474 | $45,142 | 12/31/2023 | SPGI | 102,474 | $45,142 | 12/31/2023 | Calamos Advisors LLC | 101,947 | $44,910 | 12/31/2023 | SPGI | 101,947 | $44,910 | 12/31/2023 | Ironvine Capital Partners LLC | 101,126 | $44,548 | 12/31/2023 | SPGI | 101,126 | $44,548 | 12/31/2023 | EP Wealth Advisors LLC | 99,180 | $43,691 | 12/31/2023 | SPGI | 99,180 | $43,691 | 12/31/2023 | Dearborn Partners LLC | 99,110 | $43,660 | 12/31/2023 | SPGI | 99,110 | $43,660 | 12/31/2023 | La Banque Postale Asset Management SA | 97,744 | $43,058 | 12/31/2023 | SPGI | 97,744 | $43,058 | 12/31/2023 | Norinchukin Bank The | 96,453 | $42,489 | 12/31/2023 | SPGI | 96,453 | $42,489 | 12/31/2023 | Cumberland Partners Ltd | 95,875 | $42,235 | 12/31/2023 | SPGI | 95,875 | $42,235 | 12/31/2023 | Cerity Partners LLC | 95,558 | $42,096 | 12/31/2023 | SPGI | 95,558 | $42,096 | 12/31/2023 | BNP Paribas Arbitrage SA | | $41,788 | 12/31/2023 | SPGI | 169,781 | $74,783 | 12/31/2023 | Put | 1,313 | $57,840 | 12/31/2023 | Call | 564 | $24,845 | 12/31/2023 | Connectus Wealth LLC | 94,238 | $41,514 | 12/31/2023 | SPGI | 94,238 | $41,514 | 12/31/2023 | Tredje AP fonden | 94,081 | $41,445 | 12/31/2023 | SPGI | 94,081 | $41,445 | 12/31/2023 | Advisor Group Holdings Inc. | 93,774 | $41,361 | 12/31/2023 | SPGI | 93,774 | $41,361 | 12/31/2023 | Putnam Investments LLC | 93,469 | $41,175 | 12/31/2023 | SPGI | 93,469 | $41,175 | 12/31/2023 | EULAV Asset Management | 91,692 | $40,392 | 12/31/2023 | SPGI | 91,692 | $40,392 | 12/31/2023 | Nisa Investment Advisors LLC | 91,579 | $40,342 | 12/31/2023 | SPGI | 91,579 | $40,342 | 12/31/2023 | Arizona State Retirement System | 91,549 | $40,329 | 12/31/2023 | SPGI | 91,549 | $40,329 | 12/31/2023 | AE Wealth Management LLC | 90,141 | $40,257 | 12/31/2023 | SPGI | 90,141 | $40,257 | 12/31/2023 | Schroder Investment Management Group | 89,584 | $39,464 | 12/31/2023 | SPGI | 89,584 | $39,464 | 12/31/2023 | Hudson Way Capital Management LLC | 89,405 | $39,385 | 12/31/2023 | SPGI | 89,405 | $39,385 | 12/31/2023 | Regions Financial Corp | 88,880 | $39,153 | 12/31/2023 | SPGI | 88,880 | $39,153 | 12/31/2023 | Aristotle Atlantic Partners LLC | 88,539 | $39,003 | 12/31/2023 | SPGI | 88,539 | $39,003 | 12/31/2023 | GuoLine Advisory Pte Ltd | 91,400 | $38,886 | 03/31/2024 | SPGI | 91,400 | $38,886 | 03/31/2024 | Aureus Asset Management LLC | 86,624 | $38,160 | 12/31/2023 | SPGI | 86,624 | $38,160 | 12/31/2023 | Quilter Plc | 85,701 | $37,866 | 12/31/2023 | SPGI | 85,701 | $37,866 | 12/31/2023 | State of Michigan Retirement System | 88,053 | $37,462 | 03/31/2024 | SPGI | 88,053 | $37,462 | 03/31/2024 | NS Partners Ltd | 84,105 | $37,050 | 12/31/2023 | SPGI | 84,105 | $37,050 | 12/31/2023 | Panagora Asset Management Inc. | 84,056 | $37,028 | 12/31/2023 | SPGI | 84,056 | $37,028 | 12/31/2023 | Lionstone Capital Management LLC | 84,000 | $37,004 | 12/31/2023 | SPGI | 84,000 | $37,004 | 12/31/2023 | BI Asset Management Fondsmaeglerselskab A S | 82,997 | $36,562 | 12/31/2023 | SPGI | 82,997 | $36,562 | 12/31/2023 | Gillson Capital LP | 82,840 | $36,493 | 12/31/2023 | SPGI | 82,840 | $36,493 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 83,646 | $35,587 | 03/31/2024 | SPGI | 83,646 | $35,587 | 03/31/2024 | YCG LLC | 79,813 | $35,159 | 12/31/2023 | SPGI | 79,813 | $35,159 | 12/31/2023 | MetLife Investment Management LLC | 79,692 | $35,106 | 12/31/2023 | SPGI | 79,692 | $35,106 | 12/31/2023 | Bridges Investment Management Inc. | 79,189 | $34,884 | 12/31/2023 | SPGI | 79,189 | $34,884 | 12/31/2023 | Amalgamated Bank | 79,179 | $34,880 | 12/31/2023 | SPGI | 79,179 | $34,880 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 79,031 | $34,815 | 12/31/2023 | SPGI | 79,031 | $34,815 | 12/31/2023 | Adams Diversified Equity Fund Inc. | 78,700 | $34,669 | 12/31/2023 | SPGI | 78,700 | $34,669 | 12/31/2023 | 1832 Asset Management L.P. | 77,958 | $34,342 | 12/31/2023 | SPGI | 77,958 | $34,342 | 12/31/2023 | Rokos Capital Management LLP | 77,514 | $34,163 | 12/31/2023 | SPGI | 77,514 | $34,163 | 12/31/2023 | CBOE Vest Financial LLC | 76,862 | $33,859 | 12/31/2023 | SPGI | 76,862 | $33,859 | 12/31/2023 | Cibc World Markets Corp | 75,177 | $33,117 | 12/31/2023 | SPGI | 75,177 | $33,117 | 12/31/2023 | Crestwood Advisors Group LLC | 74,472 | $32,807 | 12/31/2023 | SPGI | 74,472 | $32,807 | 12/31/2023 | Texas Permanent School Fund | 74,434 | $32,790 | 12/31/2023 | SPGI | 74,434 | $32,790 | 12/31/2023 | Mirae Asset Global Investments Co. Ltd. | 73,722 | $32,476 | 12/31/2023 | SPGI | 73,722 | $32,476 | 12/31/2023 | Bowie Capital Management LLC | 73,545 | $32,398 | 12/31/2023 | SPGI | 73,545 | $32,398 | 12/31/2023 | Retirement Systems of Alabama | 71,406 | $31,456 | 12/31/2023 | SPGI | 71,406 | $31,456 | 12/31/2023 | Weitz Investment Management Inc. | 71,375 | $31,442 | 12/31/2023 | SPGI | 71,375 | $31,442 | 12/31/2023 | Equitable Trust Co. | 71,297 | $31,408 | 12/31/2023 | SPGI | 71,297 | $31,408 | 12/31/2023 | Gateway Investment Advisers LLC | 73,537 | $31,286 | 03/31/2024 | SPGI | 73,537 | $31,286 | 03/31/2024 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 70,952 | $31,256 | 12/31/2023 | SPGI | 70,952 | $31,256 | 12/31/2023 | Teacher Retirement System of Texas | 69,134 | $30,455 | 12/31/2023 | SPGI | 69,134 | $30,455 | 12/31/2023 | TIAA Trust National Association | 68,793 | $30,305 | 12/31/2023 | SPGI | 68,793 | $30,305 | 12/31/2023 | Janney Montgomery Scott LLC | 68,603 | $30,221 | 12/31/2023 | SPGI | 68,603 | $30,221 | 12/31/2023 | Bradley Foster & Sargent Inc. CT | 67,549 | $29,757 | 12/31/2023 | SPGI | 67,549 | $29,757 | 12/31/2023 | Forsta AP Fonden | 67,285 | $29,640 | 12/31/2023 | SPGI | 67,285 | $29,640 | 12/31/2023 | Capital Group Private Client Services Inc. | 66,584 | $29,332 | 12/31/2023 | SPGI | 66,584 | $29,332 | 12/31/2023 | IFM Investors Pty Ltd | 65,423 | $28,820 | 12/31/2023 | SPGI | 65,423 | $28,820 | 12/31/2023 | Provident Investment Management Inc. | 63,495 | $27,971 | 12/31/2023 | SPGI | 63,495 | $27,971 | 12/31/2023 | Yousif Capital Management LLC | 62,433 | $27,503 | 12/31/2023 | SPGI | 62,433 | $27,503 | 12/31/2023 | Wafra Inc. | 61,783 | $27,217 | 12/31/2023 | SPGI | 61,783 | $27,217 | 12/31/2023 | Vestor Capital LLC | 61,515 | $27,099 | 12/31/2023 | SPGI | 61,515 | $27,099 | 12/31/2023 | Sirios Capital Management L P | 61,208 | $26,963 | 12/31/2023 | SPGI | 61,208 | $26,963 | 12/31/2023 | Teachers Retirement System of The State of Kentucky | 61,160 | $26,943 | 12/31/2023 | SPGI | 61,160 | $26,943 | 12/31/2023 | Gluskin Sheff & Assoc Inc. | 60,602 | $26,696 | 12/31/2023 | SPGI | 60,602 | $26,696 | 12/31/2023 | CIBC Asset Management Inc | 60,017 | $26,439 | 12/31/2023 | SPGI | 60,017 | $26,439 | 12/31/2023 | Greenleaf Trust | 59,894 | $26,385 | 12/31/2023 | SPGI | 59,894 | $26,385 | 12/31/2023 | Kayne Anderson Rudnick Investment Management LLC | 59,771 | $26,331 | 12/31/2023 | SPGI | 59,771 | $26,331 | 12/31/2023 | Nan Shan Life Insurance Co. Ltd. | 58,916 | $25,954 | 12/31/2023 | SPGI | 58,916 | $25,954 | 12/31/2023 | Schonfeld Strategic Advisors LLC | 58,598 | $25,814 | 12/31/2023 | SPGI | 58,598 | $25,814 | 12/31/2023 | Mariner LLC | 58,423 | $25,737 | 12/31/2023 | SPGI | 58,423 | $25,737 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 58,191 | $25,634 | 12/31/2023 | SPGI | 58,191 | $25,634 | 12/31/2023 | Oppenheimer Asset Management Inc. | 57,889 | $25,501 | 12/31/2023 | SPGI | 57,889 | $25,501 | 12/31/2023 | Whittier Trust Co. | 57,090 | $25,148 | 12/31/2023 | SPGI | 57,090 | $25,148 | 12/31/2023 | Park National Corp OH | 58,446 | $24,866 | 03/31/2024 | SPGI | 58,446 | $24,866 | 03/31/2024 | Utah Retirement Systems | 55,647 | $24,514 | 12/31/2023 | SPGI | 55,647 | $24,514 | 12/31/2023 | Fjarde AP Fonden Fourth Swedish National Pension Fund | 54,800 | $24,140 | 12/31/2023 | SPGI | 54,800 | $24,140 | 12/31/2023 | Granite Investment Partners LLC | 54,721 | $24,106 | 12/31/2023 | SPGI | 54,721 | $24,106 | 12/31/2023 | Czech National Bank | 56,533 | $24,052 | 03/31/2024 | SPGI | 56,533 | $24,052 | 03/31/2024 | Point72 Asset Management L.P. | 54,160 | $23,859 | 12/31/2023 | SPGI | 54,160 | $23,859 | 12/31/2023 | Titan Global Capital Management USA LLC | 53,707 | $23,659 | 12/31/2023 | SPGI | 53,707 | $23,659 | 12/31/2023 | National Mutual Insurance Federation of Agricultural Cooperatives | 52,800 | $23,259 | 12/31/2023 | SPGI | 52,800 | $23,259 | 12/31/2023 | Kornitzer Capital Management Inc. KS | 52,284 | $23,032 | 12/31/2023 | SPGI | 52,284 | $23,032 | 12/31/2023 | Payden & Rygel | 51,990 | $22,903 | 12/31/2023 | SPGI | 51,990 | $22,903 | 12/31/2023 | Pathstone Holdings LLC | 51,709 | $22,791 | 12/31/2023 | SPGI | 51,709 | $22,791 | 12/31/2023 | Gates Capital Management Inc. | | $22,711 | 12/31/2023 | SPGI | 301,554 | $132,841 | 12/31/2023 | Put | 250,000 | $110,130 | 12/31/2023 | CIBC World Markets Inc. | 51,527 | $22,699 | 12/31/2023 | SPGI | 51,527 | $22,699 | 12/31/2023 | Tower Research Capital LLC TRC | 50,906 | $22,425 | 12/31/2023 | SPGI | 50,906 | $22,425 | 12/31/2023 | Orion Portfolio Solutions LLC | 51,866 | $22,415 | 12/31/2023 | SPGI | 51,866 | $22,415 | 12/31/2023 | New York Life Investment Management LLC | 50,831 | $22,392 | 12/31/2023 | SPGI | 50,831 | $22,392 | 12/31/2023 | Public Sector Pension Investment Board | 50,617 | $22,298 | 12/31/2023 | SPGI | 50,617 | $22,298 | 12/31/2023 | Cresset Asset Management LLC | 50,394 | $22,199 | 12/31/2023 | SPGI | 50,394 | $22,199 | 12/31/2023 | RBF Capital LLC | 50,000 | $22,026 | 12/31/2023 | SPGI | 50,000 | $22,026 | 12/31/2023 | Boston Family Office LLC | 49,964 | $22,010 | 12/31/2023 | SPGI | 49,964 | $22,010 | 12/31/2023 | Los Angeles Capital Management & Equity Research Inc. | 51,309 | $21,829 | 03/31/2024 | SPGI | 51,309 | $21,829 | 03/31/2024 | M&G Investment Management Ltd. | 49,433 | $21,800 | 12/31/2023 | SPGI | 49,433 | $21,800 | 12/31/2023 | Public Employees Retirement Association of Colorado | 48,956 | $21,566 | 12/31/2023 | SPGI | 48,956 | $21,566 | 12/31/2023 | Pittenger & Anderson Inc. | 48,854 | $21,521 | 12/31/2023 | SPGI | 48,854 | $21,521 | 12/31/2023 | Lombard Odier Asset Management Europe Ltd | 48,844 | $21,517 | 12/31/2023 | SPGI | 48,844 | $21,517 | 12/31/2023 | Commonwealth Equity Services LLC | 48,287 | $21,272 | 12/31/2023 | SPGI | 48,287 | $21,272 | 12/31/2023 | WASHINGTON TRUST Co | 46,018 | $20,272 | 12/31/2023 | SPGI | 46,018 | $20,272 | 12/31/2023 | Pictet & Cie Europe SA | 45,854 | $20,200 | 12/31/2023 | SPGI | 45,854 | $20,200 | 12/31/2023 | Exencial Wealth Advisors LLC | 45,795 | $20,174 | 12/31/2023 | SPGI | 45,795 | $20,174 | 12/31/2023 | Smith Salley & Associates | 45,502 | $20,044 | 12/31/2023 | SPGI | 45,502 | $20,044 | 12/31/2023 | Xponance Inc. | 45,340 | $19,973 | 12/31/2023 | SPGI | 45,340 | $19,973 | 12/31/2023 | Sumitomo Mitsui DS Asset Management Company Ltd | 44,706 | $19,694 | 12/31/2023 | SPGI | 44,706 | $19,694 | 12/31/2023 | Factory Mutual Insurance Co. | 45,600 | $19,401 | 03/31/2024 | SPGI | 45,600 | $19,401 | 03/31/2024 | M&T Bank Corp | 43,786 | $19,289 | 12/31/2023 | SPGI | 43,786 | $19,289 | 12/31/2023 | Snowden Capital Advisors LLC | 43,688 | $19,245 | 12/31/2023 | SPGI | 43,688 | $19,245 | 12/31/2023 | Vancity Investment Management Ltd | 43,664 | $19,235 | 12/31/2023 | SPGI | 43,664 | $19,235 | 12/31/2023 | Mutual of America Capital Management LLC | 43,385 | $19,112 | 12/31/2023 | SPGI | 43,385 | $19,112 | 12/31/2023 | Peak Asset Management LLC | 42,146 | $18,566 | 12/31/2023 | SPGI | 42,146 | $18,566 | 12/31/2023 | Global Assets Advisory LLC | 43,581 | $18,542 | 03/31/2024 | SPGI | 43,581 | $18,542 | 03/31/2024 | Cetera Advisors LLC | 41,713 | $18,375 | 12/31/2023 | SPGI | 41,713 | $18,375 | 12/31/2023 | AGF Management Ltd. | 41,427 | $18,249 | 12/31/2023 | SPGI | 41,427 | $18,249 | 12/31/2023 | Creative Planning | 41,157 | $18,131 | 12/31/2023 | SPGI | 41,157 | $18,131 | 12/31/2023 | Maple Capital Management Inc. | 40,709 | $17,933 | 12/31/2023 | SPGI | 40,709 | $17,933 | 12/31/2023 | Man Group plc | 40,305 | $17,755 | 12/31/2023 | SPGI | 40,305 | $17,755 | 12/31/2023 | Troy Asset Management Ltd | 40,132 | $17,679 | 12/31/2023 | SPGI | 40,132 | $17,679 | 12/31/2023 | Bleichroeder LP | 40,000 | $17,621 | 12/31/2023 | SPGI | 40,000 | $17,621 | 12/31/2023 | King Luther Capital Management Corp | 39,906 | $17,579 | 12/31/2023 | SPGI | 39,906 | $17,579 | 12/31/2023 | Tudor Investment Corp Et Al | | $17,066 | 12/31/2023 | SPGI | 40,240 | $17,727 | 12/31/2023 | Put | 1,500 | $661 | 12/31/2023 | Raub Brock Capital Management LP | 39,115 | $16,642 | 03/31/2024 | SPGI | 39,115 | $16,642 | 03/31/2024 | Ethic Inc. | 37,730 | $16,621 | 12/31/2023 | SPGI | 37,730 | $16,621 | 12/31/2023 | Montag & Caldwell LLC | 37,564 | $16,548 | 12/31/2023 | SPGI | 37,564 | $16,548 | 12/31/2023 | Round Hill Asset Management | 37,461 | $16,502 | 12/31/2023 | SPGI | 37,461 | $16,502 | 12/31/2023 | Rockefeller Capital Management L.P. | 37,390 | $16,471 | 12/31/2023 | SPGI | 37,390 | $16,471 | 12/31/2023 | AMF Pensionsforsakring AB | 38,698 | $16,469 | 03/31/2024 | SPGI | 38,698 | $16,469 | 03/31/2024 | Polar Capital Holdings Plc | 36,962 | $16,282 | 12/31/2023 | SPGI | 36,962 | $16,282 | 12/31/2023 | Pinnacle Financial Partners Inc. | 36,843 | $16,230 | 12/31/2023 | SPGI | 36,843 | $16,230 | 12/31/2023 | Natixis | 36,175 | $15,936 | 12/31/2023 | SPGI | 36,175 | $15,936 | 12/31/2023 | Barlow Wealth Partners Inc. | 37,855 | $15,816 | 03/31/2024 | SPGI | 37,855 | $15,816 | 03/31/2024 | Dock Street Asset Management Inc. | 35,729 | $15,739 | 12/31/2023 | SPGI | 35,729 | $15,739 | 12/31/2023 | State of Alaska Department of Revenue | 34,976 | $15,407 | 12/31/2023 | SPGI | 34,976 | $15,407 | 12/31/2023 | Dai Ichi Life Insurance Company Ltd | 34,935 | $15,390 | 12/31/2023 | SPGI | 34,935 | $15,390 | 12/31/2023 | Quest Investment Management LLC | 34,678 | $15,276 | 12/31/2023 | SPGI | 34,678 | $15,276 | 12/31/2023 | TRB Advisors LP | 35,000 | $14,891 | 03/31/2024 | SPGI | 35,000 | $14,891 | 03/31/2024 | Guggenheim Capital LLC | 33,701 | $14,846 | 12/31/2023 | SPGI | 33,701 | $14,846 | 12/31/2023 | Laurus Investment Counsel Inc. | 34,880 | $14,840 | 03/31/2024 | SPGI | 34,880 | $14,840 | 03/31/2024 | Meiji Yasuda Asset Management Co Ltd. | 32,952 | $14,516 | 12/31/2023 | SPGI | 32,952 | $14,516 | 12/31/2023 | Captrust Financial Advisors | 32,839 | $14,466 | 12/31/2023 | SPGI | 32,839 | $14,466 | 12/31/2023 | Nippon Life Global Investors Americas Inc. | 32,480 | $14,308 | 12/31/2023 | SPGI | 32,480 | $14,308 | 12/31/2023 | Atria Investments LLC | 32,188 | $14,180 | 12/31/2023 | SPGI | 32,188 | $14,180 | 12/31/2023 | Professional Advisory Services Inc. | 32,080 | $14,132 | 12/31/2023 | SPGI | 32,080 | $14,132 | 12/31/2023 | CWM LLC | 32,786 | $13,949 | 03/31/2024 | SPGI | 32,786 | $13,949 | 03/31/2024 | Covington Investment Advisors Inc. | 31,354 | $13,812 | 12/31/2023 | SPGI | 31,354 | $13,812 | 12/31/2023 | Nicola Wealth Management LTD. | 31,300 | $13,788 | 12/31/2023 | SPGI | 31,300 | $13,788 | 12/31/2023 | Claar Advisors LLC | 31,144 | $13,720 | 12/31/2023 | SPGI | 31,144 | $13,720 | 12/31/2023 | Commerce Bank | 31,091 | $13,696 | 12/31/2023 | SPGI | 31,091 | $13,696 | 12/31/2023 | Jackson Hill Advisors LLC | 31,000 | $13,656 | 12/31/2023 | SPGI | 31,000 | $13,656 | 12/31/2023 | Progressive Investment Management Corp | 30,919 | $13,620 | 12/31/2023 | SPGI | 30,919 | $13,620 | 12/31/2023 | Huntington National Bank | 30,821 | $13,577 | 12/31/2023 | SPGI | 30,821 | $13,577 | 12/31/2023 | Daiwa Securities Group Inc. | 30,732 | $13,538 | 12/31/2023 | SPGI | 30,732 | $13,538 | 12/31/2023 | MML Investors Services LLC | 30,473 | $13,424 | 12/31/2023 | SPGI | 30,473 | $13,424 | 12/31/2023 | Eastern Bank | 30,330 | $13,361 | 12/31/2023 | SPGI | 30,330 | $13,361 | 12/31/2023 | Bedrijfstakpensioenfonds Voor DE Media PNO | 30,250 | $13,326 | 12/31/2023 | SPGI | 30,250 | $13,326 | 12/31/2023 | Walleye Capital LLC | | $13,261 | 12/31/2023 | SPGI | 42,103 | $18,547 | 12/31/2023 | Put | 38,400 | $16,916 | 12/31/2023 | Call | 26,400 | $11,630 | 12/31/2023 | Wealthfront Advisers LLC | 30,037 | $13,232 | 12/31/2023 | SPGI | 30,037 | $13,232 | 12/31/2023 | Gamco Investors INC. ET AL | 29,977 | $13,205 | 12/31/2023 | SPGI | 29,977 | $13,205 | 12/31/2023 | Bailard Inc. | 29,732 | $13,098 | 12/31/2023 | SPGI | 29,732 | $13,098 | 12/31/2023 | Capital International Inc. | 29,624 | $13,050 | 12/31/2023 | SPGI | 29,624 | $13,050 | 12/31/2023 | First Financial Bankshares Inc | 29,546 | $13,016 | 12/31/2023 | SPGI | 29,546 | $13,016 | 12/31/2023 | APG Asset Management N.V. | 29,477 | $12,985 | 12/31/2023 | SPGI | 29,477 | $12,985 | 12/31/2023 | Shell Asset Management Co. | 29,252 | $12,886 | 12/31/2023 | SPGI | 29,252 | $12,886 | 12/31/2023 | Clio Asset Management LLC | 29,145 | $12,839 | 12/31/2023 | SPGI | 29,145 | $12,839 | 12/31/2023 | Capital International Sarl | 29,076 | $12,809 | 12/31/2023 | SPGI | 29,076 | $12,809 | 12/31/2023 | Fiduciary Trust Co. | 28,714 | $12,649 | 12/31/2023 | SPGI | 28,714 | $12,649 | 12/31/2023 | O Shaughnessy Asset Management LLC | 28,521 | $12,564 | 12/31/2023 | SPGI | 28,521 | $12,564 | 12/31/2023 | Elo Mutual Pension Insurance Co | 28,410 | $12,515 | 12/31/2023 | SPGI | 28,410 | $12,515 | 12/31/2023 | Cetera Advisor Networks LLC | 28,082 | $12,370 | 12/31/2023 | SPGI | 28,082 | $12,370 | 12/31/2023 | Bellecapital International Ltd. | 27,639 | $12,176 | 12/31/2023 | SPGI | 27,639 | $12,176 | 12/31/2023 | Logan Capital Management Inc. | 27,436 | $12,086 | 12/31/2023 | SPGI | 27,436 | $12,086 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 27,315 | $12,033 | 12/31/2023 | SPGI | 27,315 | $12,033 | 12/31/2023 | Oakmont Corp | 27,273 | $12,014 | 12/31/2023 | SPGI | 27,273 | $12,014 | 12/31/2023 | Edmond DE Rothschild Holding S.A. | 26,883 | $11,842 | 12/31/2023 | SPGI | 26,883 | $11,842 | 12/31/2023 | Moran Wealth Management LLC | 26,871 | $11,837 | 12/31/2023 | SPGI | 26,871 | $11,837 | 12/31/2023 | TD Waterhouse Canada Inc. | 26,710 | $11,785 | 12/31/2023 | SPGI | 26,710 | $11,785 | 12/31/2023 | Pinebridge Investments L.P. | 26,466 | $11,659 | 12/31/2023 | SPGI | 26,466 | $11,659 | 12/31/2023 | Steward Partners Investment Advisory LLC | 26,372 | $11,617 | 12/31/2023 | SPGI | 26,372 | $11,617 | 12/31/2023 | Transcend Wealth Collective LLC | 26,166 | $11,527 | 12/31/2023 | SPGI | 26,166 | $11,527 | 12/31/2023 | Gulf International Bank UK Ltd | 27,082 | $11,522 | 03/31/2024 | SPGI | 27,082 | $11,522 | 03/31/2024 | Haverford Financial Services Inc. | 26,064 | $11,482 | 12/31/2023 | SPGI | 26,064 | $11,482 | 12/31/2023 | Baader Bank INC | 25,993 | $11,450 | 12/31/2023 | SPGI | 25,993 | $11,450 | 12/31/2023 | Community Trust & Investment Co. | 25,960 | $11,436 | 12/31/2023 | SPGI | 25,960 | $11,436 | 12/31/2023 | Kentucky Retirement Systems | 25,923 | $11,420 | 12/31/2023 | SPGI | 25,923 | $11,420 | 12/31/2023 | Group One Trading L.P. | | $11,321 | 12/31/2023 | Call | 30,800 | $13,568 | 12/31/2023 | Put | 5,100 | $2,247 | 12/31/2023 | Rockland Trust Co. | 26,574 | $11,306 | 03/31/2024 | SPGI | 26,574 | $11,306 | 03/31/2024 | Segment Wealth Management LLC | 25,512 | $11,239 | 12/31/2023 | SPGI | 25,512 | $11,239 | 12/31/2023 | Achmea Investment Management B.V. | 25,403 | $11,190 | 12/31/2023 | SPGI | 25,403 | $11,190 | 12/31/2023 | JustInvest LLC | 25,306 | $11,148 | 12/31/2023 | SPGI | 25,306 | $11,148 | 12/31/2023 | Oregon Public Employees Retirement Fund | 25,259 | $11,127 | 12/31/2023 | SPGI | 25,259 | $11,127 | 12/31/2023 | Peapack Gladstone Financial Corp | 25,253 | $11,124 | 12/31/2023 | SPGI | 25,253 | $11,124 | 12/31/2023 | BOKF NA | 25,205 | $11,103 | 12/31/2023 | SPGI | 25,205 | $11,103 | 12/31/2023 | Maryland State Retirement & Pension System | 24,975 | $11,002 | 12/31/2023 | SPGI | 24,975 | $11,002 | 12/31/2023 | Glenview Trust Co | 24,902 | $10,970 | 12/31/2023 | SPGI | 24,902 | $10,970 | 12/31/2023 | Middleton & Co Inc MA | 24,851 | $10,947 | 12/31/2023 | SPGI | 24,851 | $10,947 | 12/31/2023 | Bamco Inc. NY | 24,607 | $10,840 | 12/31/2023 | SPGI | 24,607 | $10,840 | 12/31/2023 | Wedgewood Partners Inc. | 25,605 | $10,818 | 12/31/2023 | SPGI | 25,605 | $10,818 | 12/31/2023 | Lido Advisors LLC | 24,085 | $10,610 | 12/31/2023 | SPGI | 24,085 | $10,610 | 12/31/2023 | Pictet North America Advisors SA | 24,043 | $10,591 | 12/31/2023 | SPGI | 24,043 | $10,591 | 12/31/2023 | Campbell Newman Asset Management Inc. | 24,759 | $10,534 | 03/31/2024 | SPGI | 24,759 | $10,534 | 03/31/2024 | Squarepoint Ops LLC | | $10,527 | 12/31/2023 | SPGI | 28,395 | $12,509 | 12/31/2023 | Put | 9,900 | $4,361 | 12/31/2023 | Call | 5,400 | $2,379 | 12/31/2023 | Stone Run Capital LLC | 23,395 | $10,306 | 12/31/2023 | SPGI | 23,395 | $10,306 | 12/31/2023 | Calamos Wealth Management LLC | 23,142 | $10,195 | 12/31/2023 | SPGI | 23,142 | $10,195 | 12/31/2023 | First Trust Advisors LP | 23,020 | $10,141 | 12/31/2023 | SPGI | 23,020 | $10,141 | 12/31/2023 | Central Bank & Trust Co. | 23,695 | $10,081 | 03/31/2024 | SPGI | 23,695 | $10,081 | 03/31/2024 | ING Groep NV | 22,860 | $10,070 | 12/31/2023 | SPGI | 22,860 | $10,070 | 12/31/2023 | Jackson Square Partners LLC | 22,807 | $10,047 | 12/31/2023 | SPGI | 22,807 | $10,047 | 12/31/2023 | Sawgrass Asset Management LLC | 22,797 | $10,043 | 12/31/2023 | SPGI | 22,797 | $10,043 | 12/31/2023 | BLB&B Advisors LLC | 22,669 | $9,986 | 12/31/2023 | SPGI | 22,669 | $9,986 | 12/31/2023 | Phraction Management LLC | 22,591 | $9,952 | 12/31/2023 | SPGI | 22,591 | $9,952 | 12/31/2023 | Whittier Trust Co. of Nevada Inc. | 22,451 | $9,890 | 12/31/2023 | SPGI | 22,451 | $9,890 | 12/31/2023 | Sit Investment Associates Inc. | 22,421 | $9,877 | 12/31/2023 | SPGI | 22,421 | $9,877 | 12/31/2023 | Acadian Asset Management LLC | 22,362 | $9,848 | 12/31/2023 | SPGI | 22,362 | $9,848 | 12/31/2023 | PYA Waltman Capital LLC | 22,331 | $9,837 | 12/31/2023 | SPGI | 22,331 | $9,837 | 12/31/2023 | Kingsview Wealth Management LLC | 22,304 | $9,826 | 12/31/2023 | SPGI | 22,304 | $9,826 | 12/31/2023 | Dupont Capital Management Corp | 22,224 | $9,790 | 12/31/2023 | SPGI | 22,224 | $9,790 | 12/31/2023 | Cetera Investment Advisers | 22,196 | $9,778 | 12/31/2023 | SPGI | 22,196 | $9,778 | 12/31/2023 | Groupama Asset Managment | 22,110 | $9,743 | 12/31/2023 | SPGI | 22,110 | $9,743 | 12/31/2023 | Girard Partners LTD. | 22,104 | $9,737 | 12/31/2023 | SPGI | 22,104 | $9,737 | 12/31/2023 | Carderock Capital Management Inc. | 21,936 | $9,663 | 12/31/2023 | SPGI | 21,936 | $9,663 | 12/31/2023 | AQR Capital Management LLC | 21,932 | $9,662 | 12/31/2023 | SPGI | 21,932 | $9,662 | 12/31/2023 | DAVENPORT & Co LLC | 21,680 | $9,551 | 12/31/2023 | SPGI | 21,680 | $9,551 | 12/31/2023 | Crossmark Global Holdings Inc. | 21,676 | $9,549 | 12/31/2023 | SPGI | 21,676 | $9,549 | 12/31/2023 | AMS Capital Ltda | 21,391 | $9,423 | 12/31/2023 | SPGI | 21,391 | $9,423 | 12/31/2023 | Pacer Advisors Inc. | 21,379 | $9,418 | 12/31/2023 | SPGI | 21,379 | $9,418 | 12/31/2023 | Advisors Asset Management Inc. | 21,062 | $9,278 | 12/31/2023 | SPGI | 21,062 | $9,278 | 12/31/2023 | Mattern Capital Management LLC | 21,052 | $9,274 | 12/31/2023 | SPGI | 21,052 | $9,274 | 12/31/2023 | Horizon Kinetics Asset Management LLC | 20,787 | $9,157 | 12/31/2023 | SPGI | 20,787 | $9,157 | 12/31/2023 | Motco | 20,670 | $9,106 | 12/31/2023 | SPGI | 20,670 | $9,106 | 12/31/2023 | Totem Point Management LLC | 20,634 | $9,090 | 12/31/2023 | SPGI | 20,634 | $9,090 | 12/31/2023 | Securian Asset Management Inc | 20,578 | $9,065 | 12/31/2023 | SPGI | 20,578 | $9,065 | 12/31/2023 | Corsair Capital Management L.P. | 20,525 | $9,042 | 12/31/2023 | SPGI | 20,525 | $9,042 | 12/31/2023 | Penobscot Investment Management Company Inc. | 20,518 | $9,039 | 12/31/2023 | SPGI | 20,518 | $9,039 | 12/31/2023 | OFI Invest Asset Management | 20,520 | $9,039 | 12/31/2023 | SPGI | 20,520 | $9,039 | 12/31/2023 | Fulcrum Capital LLC | 21,210 | $9,024 | 03/31/2024 | SPGI | 21,210 | $9,024 | 03/31/2024 | Lmcg Investments LLC | 20,365 | $8,971 | 12/31/2023 | SPGI | 20,365 | $8,971 | 12/31/2023 | GDS Wealth Management | 20,233 | $8,913 | 12/31/2023 | SPGI | 20,233 | $8,913 | 12/31/2023 | Hartford Investment Management Co. | 20,761 | $8,833 | 03/31/2024 | SPGI | 20,761 | $8,833 | 03/31/2024 | Chicago Capital LLC | 20,747 | $8,827 | 03/31/2024 | SPGI | 20,747 | $8,827 | 03/31/2024 | Meiji Yasuda Life Insurance Co | 19,966 | $8,795 | 12/31/2023 | SPGI | 19,966 | $8,795 | 12/31/2023 | Capital International Ltd. | 19,865 | $8,751 | 12/31/2023 | SPGI | 19,865 | $8,751 | 12/31/2023 | Alps Advisors Inc. | 19,658 | $8,660 | 12/31/2023 | SPGI | 19,658 | $8,660 | 12/31/2023 | Louisiana State Employees Retirement System | 19,600 | $8,634 | 12/31/2023 | SPGI | 19,600 | $8,634 | 12/31/2023 | Kinneret Advisory LLC | 19,575 | $8,623 | 12/31/2023 | SPGI | 19,575 | $8,623 | 12/31/2023 | Alberta Investment Management Corp | 19,510 | $8,595 | 12/31/2023 | SPGI | 19,510 | $8,595 | 12/31/2023 | Banco Bilbao Vizcaya Argentaria S.A. | 19,297 | $8,500 | 12/31/2023 | SPGI | 19,297 | $8,500 | 12/31/2023 | New Mexico Educational Retirement Board | 20,586 | $8,444 | 03/31/2024 | SPGI | 20,586 | $8,444 | 03/31/2024 | MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH | 19,557 | $8,321 | 03/31/2024 | SPGI | 19,557 | $8,321 | 03/31/2024 | First Horizon Advisors Inc. | 18,886 | $8,320 | 12/31/2023 | SPGI | 18,886 | $8,320 | 12/31/2023 | Cinctive Capital Management LP | 18,802 | $8,283 | 12/31/2023 | SPGI | 18,802 | $8,283 | 12/31/2023 | Apollon Wealth Management LLC | 18,798 | $8,281 | 12/31/2023 | SPGI | 18,798 | $8,281 | 12/31/2023 | Mountain Pacific Investment Advisers Inc. ID | 19,427 | $8,265 | 03/31/2024 | SPGI | 19,427 | $8,265 | 03/31/2024 | Court Place Advisors LLC | 18,651 | $8,216 | 12/31/2023 | SPGI | 18,651 | $8,216 | 12/31/2023 | Academy Capital Management Inc. TX | 18,622 | $8,203 | 12/31/2023 | SPGI | 18,622 | $8,203 | 12/31/2023 | Silvant Capital Management LLC | 18,589 | $8,189 | 12/31/2023 | SPGI | 18,589 | $8,189 | 12/31/2023 | Spire Wealth Management | 18,450 | $8,154 | 12/31/2023 | SPGI | 18,450 | $8,154 | 12/31/2023 | Prudential PLC | 18,424 | $8,116 | 12/31/2023 | SPGI | 18,424 | $8,116 | 12/31/2023 | QRG Capital Management Inc. | 18,377 | $8,095 | 12/31/2023 | SPGI | 18,377 | $8,095 | 12/31/2023 | Peninsula Asset Management Inc. | 18,368 | $8,091 | 12/31/2023 | SPGI | 18,368 | $8,091 | 12/31/2023 | Glenmede Trust Co. NA | 18,308 | $8,065 | 12/31/2023 | SPGI | 18,308 | $8,065 | 12/31/2023 | Baldwin Brothers Inc. MA | 18,910 | $8,045 | 03/31/2024 | SPGI | 18,910 | $8,045 | 03/31/2024 | C Partners Holding GmbH | 18,044 | $7,949 | 12/31/2023 | SPGI | 18,044 | $7,949 | 12/31/2023 | O Brien Greene & Co. Inc | 17,998 | $7,929 | 12/31/2023 | SPGI | 17,998 | $7,929 | 12/31/2023 | GTS Securities LLC | | $7,906 | 12/31/2023 | Call | 23,300 | $10,264 | 12/31/2023 | Put | 11,500 | $5,066 | 12/31/2023 | SPGI | 6,147 | $2,708 | 12/31/2023 | Birch Hill Investment Advisors LLC | 17,904 | $7,887 | 12/31/2023 | SPGI | 17,904 | $7,887 | 12/31/2023 | Stansberry Asset Management LLC | 17,798 | $7,840 | 12/31/2023 | SPGI | 17,798 | $7,840 | 12/31/2023 | Metis Global Partners LLC | 17,722 | $7,807 | 12/31/2023 | SPGI | 17,722 | $7,807 | 12/31/2023 | Thematics Asset Management | 17,593 | $7,750 | 12/31/2023 | SPGI | 17,593 | $7,750 | 12/31/2023 | Cullen Frost Bankers Inc. | 17,487 | $7,703 | 12/31/2023 | SPGI | 17,487 | $7,703 | 12/31/2023 | Janney Capital Management LLC | 17,429 | $7,678 | 12/31/2023 | SPGI | 17,429 | $7,678 | 12/31/2023 | Cornerstone Advisors LLC | 17,400 | $7,665 | 12/31/2023 | SPGI | 17,400 | $7,665 | 12/31/2023 | Ilmarinen Mutual Pension Insurance Co | 16,964 | $7,473 | 12/31/2023 | SPGI | 16,964 | $7,473 | 12/31/2023 | West Coast Financial LLC | 17,427 | $7,414 | 03/31/2024 | SPGI | 17,427 | $7,414 | 03/31/2024 | Sompo Asset Management Co. Ltd. | 16,723 | $7,367 | 12/31/2023 | SPGI | 16,723 | $7,367 | 12/31/2023 | K.J. Harrison & Partners Inc | 16,593 | $7,310 | 12/31/2023 | SPGI | 16,593 | $7,310 | 12/31/2023 | Marks Group Wealth Management Inc | 16,231 | $7,150 | 12/31/2023 | SPGI | 16,231 | $7,150 | 12/31/2023 | Tikehau Investment Management | 16,220 | $7,145 | 12/31/2023 | SPGI | 16,220 | $7,145 | 12/31/2023 | EFG Asset Management Americas Corp. | 16,022 | $7,058 | 12/31/2023 | SPGI | 16,022 | $7,058 | 12/31/2023 | Makena Capital Management LLC | 15,807 | $6,963 | 12/31/2023 | SPGI | 15,807 | $6,963 | 12/31/2023 | Buffington Mohr McNeal | 16,017 | $6,815 | 03/31/2024 | SPGI | 16,017 | $6,815 | 03/31/2024 | Birch Capital Management LLC | 16,013 | $6,813 | 03/31/2024 | SPGI | 16,013 | $6,813 | 03/31/2024 | Varma Mutual Pension Insurance Co | 15,300 | $6,740 | 12/31/2023 | SPGI | 15,300 | $6,740 | 12/31/2023 | First National Trust Co | 15,208 | $6,699 | 12/31/2023 | SPGI | 15,208 | $6,699 | 12/31/2023 | Hennion & Walsh Asset Management Inc. | 15,703 | $6,681 | 03/31/2024 | SPGI | 15,703 | $6,681 | 03/31/2024 | Bell Asset Management Ltd | 14,966 | $6,593 | 12/31/2023 | SPGI | 14,966 | $6,593 | 12/31/2023 | Townsquare Capital LLC | 14,910 | $6,568 | 12/31/2023 | SPGI | 14,910 | $6,568 | 12/31/2023 | Dixon Mitchell Investment Counsel Inc. | 15,220 | $6,475 | 03/31/2024 | SPGI | 15,220 | $6,475 | 03/31/2024 | Ameritas Investment Partners Inc. | 14,658 | $6,457 | 12/31/2023 | SPGI | 14,658 | $6,457 | 12/31/2023 | Ossiam | 14,643 | $6,451 | 12/31/2023 | SPGI | 14,643 | $6,451 | 12/31/2023 | IMC Chicago LLC | | $6,382 | 03/31/2024 | Call | 38,500 | $16,380 | 03/31/2024 | Put | 23,500 | $9,998 | 03/31/2024 | Sumitomo Life Insurance Co. | 14,456 | $6,368 | 12/31/2023 | SPGI | 14,456 | $6,368 | 12/31/2023 | Taikang Asset Management Hong Kong Co Ltd | 14,446 | $6,364 | 12/31/2023 | SPGI | 14,446 | $6,364 | 12/31/2023 | B.O.S.S. Retirement Advisors LLC | 14,359 | $6,325 | 12/31/2023 | SPGI | 14,359 | $6,325 | 12/31/2023 | Nemes Rush Group LLC | 14,287 | $6,294 | 12/31/2023 | SPGI | 14,287 | $6,294 | 12/31/2023 | Toroso Investments LLC | 14,205 | $6,258 | 12/31/2023 | SPGI | 14,205 | $6,258 | 12/31/2023 | Bancreek Capital Management LP | 14,166 | $6,240 | 12/31/2023 | SPGI | 14,166 | $6,240 | 12/31/2023 | Lombard Odier Asset Management Switzerland SA | 14,152 | $6,234 | 12/31/2023 | SPGI | 14,152 | $6,234 | 12/31/2023 | Thrivent Financial for Lutherans | 14,072 | $6,199 | 12/31/2023 | SPGI | 14,072 | $6,199 | 12/31/2023 | Camden National Bank | 14,020 | $6,176 | 12/31/2023 | SPGI | 14,020 | $6,176 | 12/31/2023 | Fullerton Fund Management Co Ltd. | 13,897 | $6,122 | 12/31/2023 | SPGI | 13,897 | $6,122 | 12/31/2023 | Financial & Tax Architects LLC | 13,808 | $6,083 | 12/31/2023 | SPGI | 13,808 | $6,083 | 12/31/2023 | Colonial Trust Advisors | 13,767 | $6,064 | 12/31/2023 | SPGI | 13,767 | $6,064 | 12/31/2023 | Harbor Advisors LLC | 13,667 | $6,021 | 12/31/2023 | SPGI | 13,667 | $6,021 | 12/31/2023 | Whitford Management LLC | 13,579 | $5,982 | 12/31/2023 | SPGI | 13,579 | $5,982 | 12/31/2023 | Lighthouse Investment Partners LLC | 13,449 | $5,925 | 12/31/2023 | SPGI | 13,449 | $5,925 | 12/31/2023 | Merit Financial Group LLC | 13,384 | $5,896 | 12/31/2023 | SPGI | 13,384 | $5,896 | 12/31/2023 | First Western Trust Bank | 13,335 | $5,874 | 12/31/2023 | SPGI | 13,335 | $5,874 | 12/31/2023 | WS Portfolio Advisory LLC | 13,255 | $5,839 | 12/31/2023 | SPGI | 13,255 | $5,839 | 12/31/2023 | First National Bank of Mount Dora Trust Investment Services | 13,666 | $5,814 | 03/31/2024 | SPGI | 13,666 | $5,814 | 03/31/2024 | Metropolitan Life Insurance Co NY | 13,189 | $5,810 | 12/31/2023 | SPGI | 13,189 | $5,810 | 12/31/2023 | Wetherby Asset Management Inc. | 13,172 | $5,803 | 12/31/2023 | SPGI | 13,172 | $5,803 | 12/31/2023 | Everence Capital Management Inc. | 13,164 | $5,799 | 12/31/2023 | SPGI | 13,164 | $5,799 | 12/31/2023 | Crestline Management LP | 13,148 | $5,792 | 12/31/2023 | SPGI | 13,148 | $5,792 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 13,532 | $5,757 | 03/31/2024 | SPGI | 13,532 | $5,757 | 03/31/2024 | Mizuho Markets Americas LLC | 12,995 | $5,725 | 12/31/2023 | SPGI | 12,995 | $5,725 | 12/31/2023 | Ieq Capital LLC | 12,977 | $5,717 | 12/31/2023 | SPGI | 12,977 | $5,717 | 12/31/2023 | Jupiter Asset Management Ltd. | 12,849 | $5,660 | 12/31/2023 | SPGI | 12,849 | $5,660 | 12/31/2023 | E. Ohman J or Asset Management AB | 12,800 | $5,639 | 12/31/2023 | SPGI | 12,800 | $5,639 | 12/31/2023 | Clear Harbor Asset Management LLC | 12,767 | $5,624 | 12/31/2023 | SPGI | 12,767 | $5,624 | 12/31/2023 | Sentinel Trust Co. LBA | 12,729 | $5,607 | 12/31/2023 | SPGI | 12,729 | $5,607 | 12/31/2023 | Miracle Mile Advisors LLC | 13,108 | $5,577 | 03/31/2024 | SPGI | 13,108 | $5,577 | 03/31/2024 | Fragasso Group Inc. | 12,877 | $5,479 | 03/31/2024 | SPGI | 12,877 | $5,479 | 03/31/2024 | Highland Capital Management LLC | 12,417 | $5,470 | 12/31/2023 | SPGI | 12,417 | $5,470 | 12/31/2023 | KCM Investment Advisors LLC | 12,403 | $5,464 | 12/31/2023 | SPGI | 12,403 | $5,464 | 12/31/2023 | Evoke Wealth LLC | 12,346 | $5,439 | 12/31/2023 | SPGI | 12,346 | $5,439 | 12/31/2023 | Independent Advisor Alliance | 12,335 | $5,434 | 12/31/2023 | SPGI | 12,335 | $5,434 | 12/31/2023 | Banque Pictet & Cie SA | 12,306 | $5,421 | 12/31/2023 | SPGI | 12,306 | $5,421 | 12/31/2023 | Knollwood Investment Advisory LLC | 12,305 | $5,421 | 12/31/2023 | SPGI | 12,305 | $5,421 | 12/31/2023 | Mitchell Capital Management Co. | 12,295 | $5,416 | 12/31/2023 | SPGI | 12,295 | $5,416 | 12/31/2023 | Waverton Investment Management Ltd | 12,245 | $5,396 | 12/31/2023 | SPGI | 12,245 | $5,396 | 12/31/2023 | Choate Investment Advisors | 12,201 | $5,375 | 12/31/2023 | SPGI | 12,201 | $5,375 | 12/31/2023 | Kerrisdale Advisers LLC | 12,141 | $5,348 | 12/31/2023 | SPGI | 12,141 | $5,348 | 12/31/2023 | Kestra Private Wealth Services LLC | 12,026 | $5,298 | 12/31/2023 | SPGI | 12,026 | $5,298 | 12/31/2023 | Candlestick Capital Management LP | 12,000 | $5,286 | 12/31/2023 | SPGI | 12,000 | $5,286 | 12/31/2023 | SS&H Financial Advisors Inc. | 11,887 | $5,236 | 12/31/2023 | SPGI | 11,887 | $5,236 | 12/31/2023 | Park Avenue Securities LLC | 12,069 | $5,135 | 03/31/2024 | SPGI | 12,069 | $5,135 | 03/31/2024 | Scholtz & Company LLC | 11,604 | $5,112 | 12/31/2023 | SPGI | 11,604 | $5,112 | 12/31/2023 | Cape Cod Five Cents Savings Bank | 11,565 | $5,095 | 12/31/2023 | SPGI | 11,565 | $5,095 | 12/31/2023 | Mount Capital Ltd | 11,550 | $5,088 | 12/31/2023 | SPGI | 11,550 | $5,088 | 12/31/2023 | BTC Capital Management Inc. | 11,953 | $5,085 | 03/31/2024 | SPGI | 11,953 | $5,085 | 03/31/2024 | Amica Mutual Insurance Co. | 11,543 | $5,085 | 12/31/2023 | SPGI | 11,543 | $5,085 | 12/31/2023 | Kentucky Retirement Systems Insurance Trust Fund | 11,543 | $5,085 | 12/31/2023 | SPGI | 11,543 | $5,085 | 12/31/2023 | Beacon Pointe Advisors LLC | 11,517 | $5,074 | 12/31/2023 | SPGI | 11,517 | $5,074 | 12/31/2023 | First Merchants Corp | 11,439 | $5,039 | 12/31/2023 | SPGI | 11,439 | $5,039 | 12/31/2023 | Atria Wealth Solutions Inc. | 11,392 | $5,018 | 12/31/2023 | SPGI | 11,392 | $5,018 | 12/31/2023 | GHP Investment Advisors Inc. | 11,373 | $5,010 | 12/31/2023 | SPGI | 11,373 | $5,010 | 12/31/2023 | Interval Partners LP | | $5,007 | 12/31/2023 | SPGI | 26,367 | $11,615 | 12/31/2023 | Put | 150 | $6,608 | 12/31/2023 | Vinva Investment Management Ltd | 11,318 | $5,001 | 12/31/2023 | SPGI | 11,318 | $5,001 | 12/31/2023 | Kestra Advisory Services LLC | 11,302 | $4,979 | 12/31/2023 | SPGI | 11,302 | $4,979 | 12/31/2023 | Financial Counselors Inc. | 11,086 | $4,884 | 12/31/2023 | SPGI | 11,086 | $4,884 | 12/31/2023 | Neville Rodie & Shaw Inc. | 11,406 | $4,853 | 03/31/2024 | SPGI | 11,406 | $4,853 | 03/31/2024 | Bluegrass Capital Partners LP | 11,000 | $4,846 | 12/31/2023 | SPGI | 11,000 | $4,846 | 12/31/2023 | Tower Bridge Advisors | 10,971 | $4,833 | 12/31/2023 | SPGI | 10,971 | $4,833 | 12/31/2023 | Bogart Wealth LLC | 10,958 | $4,827 | 12/31/2023 | SPGI | 10,958 | $4,827 | 12/31/2023 | Banque Cantonale Vaudoise | 11,343 | $4,825 | 03/31/2024 | SPGI | 11,343 | $4,825 | 03/31/2024 | Chesley Taft & Associates LLC | 11,235 | $4,780 | 03/31/2024 | SPGI | 11,235 | $4,780 | 03/31/2024 | Pitcairn Co. | 10,819 | $4,766 | 12/31/2023 | SPGI | 10,819 | $4,766 | 12/31/2023 | PFG Advisors | 10,819 | $4,766 | 12/31/2023 | SPGI | 10,819 | $4,766 | 12/31/2023 | Freemont Management S.A. | 10,800 | $4,758 | 12/31/2023 | SPGI | 10,800 | $4,758 | 12/31/2023 | Duncker Streett & Co. Inc. | 10,669 | $4,700 | 12/31/2023 | SPGI | 10,669 | $4,700 | 12/31/2023 | Chartwell Investment Partners LLC | 10,613 | $4,675 | 12/31/2023 | SPGI | 10,613 | $4,675 | 12/31/2023 | Banco Santander S.A. | 10,582 | $4,662 | 12/31/2023 | SPGI | 10,582 | $4,662 | 12/31/2023 | Blue Zone Wealth Advisors LLC | 10,888 | $4,632 | 03/31/2024 | SPGI | 10,888 | $4,632 | 03/31/2024 | Aperture Investors LLC | 10,491 | $4,621 | 12/31/2023 | SPGI | 10,491 | $4,621 | 12/31/2023 | Ostrum Asset Management | 10,472 | $4,613 | 12/31/2023 | SPGI | 10,472 | $4,613 | 12/31/2023 | Empirical Finance LLC | 10,435 | $4,597 | 12/31/2023 | SPGI | 10,435 | $4,597 | 12/31/2023 | Litman Gregory Asset Management LLC | 10,408 | $4,585 | 12/31/2023 | SPGI | 10,408 | $4,585 | 12/31/2023 | Freestone Capital Holdings LLC | 10,403 | $4,583 | 12/31/2023 | SPGI | 10,403 | $4,583 | 12/31/2023 | Alerus Financial NA | 10,388 | $4,576 | 12/31/2023 | SPGI | 10,388 | $4,576 | 12/31/2023 | UNIVEST FINANCIAL Corp | 10,306 | $4,540 | 12/31/2023 | SPGI | 10,306 | $4,540 | 12/31/2023 | Northwestern Mutual Investment Management Company LLC | 10,254 | $4,517 | 12/31/2023 | SPGI | 10,254 | $4,517 | 12/31/2023 | LGT Group Foundation | 10,156 | $4,487 | 12/31/2023 | SPGI | 10,156 | $4,487 | 12/31/2023 | GWM Advisors LLC | 10,119 | $4,471 | 12/31/2023 | SPGI | 10,119 | $4,471 | 12/31/2023 | Synovus Financial Corp | 10,122 | $4,459 | 12/31/2023 | SPGI | 10,122 | $4,459 | 12/31/2023 | Desjardins Global Asset Management Inc. | 10,112 | $4,455 | 12/31/2023 | SPGI | 10,112 | $4,455 | 12/31/2023 | Cloverfields Capital Group LP | 10,073 | $4,437 | 12/31/2023 | SPGI | 10,073 | $4,437 | 12/31/2023 | Stock Yards Bank & Trust Co. | 10,051 | $4,428 | 12/31/2023 | SPGI | 10,051 | $4,428 | 12/31/2023 | Sandy Spring Bank | 10,013 | $4,411 | 12/31/2023 | SPGI | 10,013 | $4,411 | 12/31/2023 | Stephens Inc. AR | 9,988 | $4,400 | 12/31/2023 | SPGI | 9,988 | $4,400 | 12/31/2023 | Diligent Investors LLC | 9,989 | $4,400 | 12/31/2023 | SPGI | 9,989 | $4,400 | 12/31/2023 | Quantinno Capital Management LP | 9,973 | $4,394 | 12/31/2023 | SPGI | 9,973 | $4,394 | 12/31/2023 | Advisory Services Network LLC | 9,907 | $4,365 | 12/31/2023 | SPGI | 9,907 | $4,365 | 12/31/2023 | Coronation Fund Managers Ltd. | 9,909 | $4,365 | 12/31/2023 | SPGI | 9,909 | $4,365 | 12/31/2023 | Assetmark Inc. | 9,811 | $4,322 | 12/31/2023 | SPGI | 9,811 | $4,322 | 12/31/2023 | RBA Wealth Management LLC | 9,775 | $4,306 | 12/31/2023 | SPGI | 9,775 | $4,306 | 12/31/2023 | Meridian Wealth Advisors LLC | 9,692 | $4,270 | 12/31/2023 | SPGI | 9,692 | $4,270 | 12/31/2023 | Zions Bancorporation N.A. | 9,664 | $4,257 | 12/31/2023 | SPGI | 9,664 | $4,257 | 12/31/2023 | BlueMar Capital Management LLC | 9,514 | $4,191 | 12/31/2023 | SPGI | 9,514 | $4,191 | 12/31/2023 | Cannell Peter B & Co. Inc. | 9,497 | $4,184 | 12/31/2023 | SPGI | 9,497 | $4,184 | 12/31/2023 | Raymond James Trust N.A. | 9,383 | $4,133 | 12/31/2023 | SPGI | 9,383 | $4,133 | 12/31/2023 | Ninety One SA PTY Ltd | 9,327 | $4,109 | 12/31/2023 | SPGI | 9,327 | $4,109 | 12/31/2023 | Cubist Systematic Strategies LLC | | $4,088 | 12/31/2023 | Call | 9,600 | $4,229 | 12/31/2023 | Put | 4,700 | $2,070 | 12/31/2023 | SPGI | 4,378 | $1,929 | 12/31/2023 | Credit Agricole S A | 9,265 | $4,081 | 12/31/2023 | SPGI | 9,265 | $4,081 | 12/31/2023 | Reliant Investment Management LLC | 9,563 | $4,069 | 03/31/2024 | SPGI | 9,563 | $4,069 | 03/31/2024 | Pacific Global Investment Management CO | 9,218 | $4,061 | 12/31/2023 | SPGI | 9,218 | $4,061 | 12/31/2023 | Pine Valley Investments Ltd Liability Co | 9,161 | $4,036 | 12/31/2023 | SPGI | 9,161 | $4,036 | 12/31/2023 | Taylor Hoffman Wealth Management | 9,119 | $4,017 | 12/31/2023 | SPGI | 9,119 | $4,017 | 12/31/2023 | Meyer Handelman Co. | 9,400 | $3,999 | 03/31/2024 | SPGI | 9,400 | $3,999 | 03/31/2024 | Private Wealth Partners LLC | 9,062 | $3,992 | 12/31/2023 | SPGI | 9,062 | $3,992 | 12/31/2023 | GHE LLC | 9,050 | $3,987 | 12/31/2023 | SPGI | 9,050 | $3,987 | 12/31/2023 | Qsemble Capital Management LP | 8,985 | $3,958 | 12/31/2023 | SPGI | 8,985 | $3,958 | 12/31/2023 | Azzad Asset Management Inc. ADV | 8,886 | $3,914 | 12/31/2023 | SPGI | 8,886 | $3,914 | 12/31/2023 | Siemens Fonds Invest GmbH | 8,838 | $3,893 | 12/31/2023 | SPGI | 8,838 | $3,893 | 12/31/2023 | Baldwin Investment Management LLC | 8,769 | $3,863 | 12/31/2023 | SPGI | 8,769 | $3,863 | 12/31/2023 | Meitav Dash Investments Ltd. | 8,734 | $3,854 | 12/31/2023 | SPGI | 8,734 | $3,854 | 12/31/2023 | Advisors Capital Management LLC | 8,713 | $3,838 | 12/31/2023 | SPGI | 8,713 | $3,838 | 12/31/2023 | Cutler Investment Counsel LLC | 8,693 | $3,829 | 12/31/2023 | SPGI | 8,693 | $3,829 | 12/31/2023 | Avantax Advisory Services Inc. | 8,618 | $3,796 | 12/31/2023 | SPGI | 8,618 | $3,796 | 12/31/2023 | Brendel Financial Advisors LLC | 8,618 | $3,796 | 12/31/2023 | SPGI | 8,618 | $3,796 | 12/31/2023 | NovaPoint Capital LLC | 8,892 | $3,783 | 03/31/2024 | SPGI | 8,892 | $3,783 | 03/31/2024 | CENTRAL TRUST Co | 8,581 | $3,780 | 12/31/2023 | SPGI | 8,581 | $3,780 | 12/31/2023 | Concurrent Investment Advisors LLC | 8,553 | $3,768 | 12/31/2023 | SPGI | 8,553 | $3,768 | 12/31/2023 | Fortis Capital Management LLC | 8,521 | $3,754 | 12/31/2023 | SPGI | 8,521 | $3,754 | 12/31/2023 | Northcape Capital Pty Ltd | 8,520 | $3,753 | 12/31/2023 | SPGI | 8,520 | $3,753 | 12/31/2023 | Scotia Capital Inc. | 8,477 | $3,734 | 12/31/2023 | SPGI | 8,477 | $3,734 | 12/31/2023 | Prime Capital Investment Advisors LLC | 8,454 | $3,724 | 12/31/2023 | SPGI | 8,454 | $3,724 | 12/31/2023 | Impax Asset Management Group plc | 8,422 | $3,710 | 12/31/2023 | SPGI | 8,422 | $3,710 | 12/31/2023 | FJ Investments LLC | 8,400 | $3,700 | 12/31/2023 | SPGI | 8,400 | $3,700 | 12/31/2023 | UMB Bank N A MO | 8,366 | $3,685 | 12/31/2023 | SPGI | 8,366 | $3,685 | 12/31/2023 | First Hawaiian Bank | 8,567 | $3,645 | 03/31/2024 | SPGI | 8,567 | $3,645 | 03/31/2024 | Stratos Wealth Partners LTD. | 8,532 | $3,630 | 03/31/2024 | SPGI | 8,532 | $3,630 | 03/31/2024 | Bright Rock Capital Management LLC | 8,500 | $3,616 | 03/31/2024 | SPGI | 8,500 | $3,616 | 03/31/2024 | Silvercrest Asset Management Group LLC | 8,146 | $3,588 | 12/31/2023 | SPGI | 8,146 | $3,588 | 12/31/2023 | Illinois Municipal Retirement Fund | 8,044 | $3,544 | 12/31/2023 | SPGI | 8,044 | $3,544 | 12/31/2023 | Invera Wealth Advisors LLC | 8,023 | $3,534 | 12/31/2023 | SPGI | 8,023 | $3,534 | 12/31/2023 | Graham Capital Management L.P. | 8,000 | $3,524 | 12/31/2023 | SPGI | 8,000 | $3,524 | 12/31/2023 | Wills Financial Group Inc. | 7,936 | $3,496 | 12/31/2023 | SPGI | 7,936 | $3,496 | 12/31/2023 | Van ECK Associates Corp | 7,908 | $3,484 | 12/31/2023 | SPGI | 7,908 | $3,484 | 12/31/2023 | Wellington Shields & Co. LLC | 7,900 | $3,480 | 12/31/2023 | SPGI | 7,900 | $3,480 | 12/31/2023 | Twin Capital Management Inc. | 7,883 | $3,473 | 12/31/2023 | SPGI | 7,883 | $3,473 | 12/31/2023 | Factorial Partners LLC | 7,800 | $3,436 | 12/31/2023 | SPGI | 7,800 | $3,436 | 12/31/2023 | Worldquant Millennium Advisors LLC | 7,702 | $3,393 | 12/31/2023 | SPGI | 7,702 | $3,393 | 12/31/2023 | Pettee Investors Inc. | 7,634 | $3,363 | 12/31/2023 | SPGI | 7,634 | $3,363 | 12/31/2023 | Altfest L J & Co. Inc. | 7,615 | $3,355 | 12/31/2023 | SPGI | 7,615 | $3,355 | 12/31/2023 | Investment Management Corp of Ontario | 7,564 | $3,332 | 12/31/2023 | SPGI | 7,564 | $3,332 | 12/31/2023 | Hilltop Holdings Inc. | 7,552 | $3,327 | 12/31/2023 | SPGI | 7,552 | $3,327 | 12/31/2023 | Krueger & Catalano Capital Partners LLC | 7,519 | $3,312 | 12/31/2023 | SPGI | 7,519 | $3,312 | 12/31/2023 | Kesler Norman & Wride LLC | 7,497 | $3,304 | 12/31/2023 | SPGI | 7,497 | $3,304 | 12/31/2023 | Kampmann Melissa S. | 7,487 | $3,298 | 12/31/2023 | SPGI | 7,487 | $3,298 | 12/31/2023 | Brady Family Wealth LLC | 7,468 | $3,290 | 12/31/2023 | SPGI | 7,468 | $3,290 | 12/31/2023 | Tokio Marine Asset Management Co. Ltd. | 7,462 | $3,287 | 12/31/2023 | SPGI | 7,462 | $3,287 | 12/31/2023 | Settian Capital LP | 7,422 | $3,270 | 12/31/2023 | SPGI | 7,422 | $3,270 | 12/31/2023 | Andra AP fonden | 7,412 | $3,265 | 12/31/2023 | SPGI | 7,412 | $3,265 | 12/31/2023 | Williams Jones Wealth Management LLC. | 7,386 | $3,254 | 12/31/2023 | SPGI | 7,386 | $3,254 | 12/31/2023 | Itau Unibanco Holding S.A. | 7,310 | $3,230 | 12/31/2023 | SPGI | 7,310 | $3,230 | 12/31/2023 | SRS Capital Advisors Inc. | 7,288 | $3,210 | 12/31/2023 | SPGI | 7,288 | $3,210 | 12/31/2023 | Clearstead Advisors LLC | 7,219 | $3,180 | 12/31/2023 | SPGI | 7,219 | $3,180 | 12/31/2023 | Shelton Capital Management | 7,217 | $3,179 | 12/31/2023 | SPGI | 7,217 | $3,179 | 12/31/2023 | Boston Financial Mangement LLC | 7,217 | $3,179 | 12/31/2023 | SPGI | 7,217 | $3,179 | 12/31/2023 | Sequoia Financial Advisors LLC | 7,193 | $3,169 | 12/31/2023 | SPGI | 7,193 | $3,169 | 12/31/2023 | Tocqueville Asset Management L.P. | 7,099 | $3,127 | 12/31/2023 | SPGI | 7,099 | $3,127 | 12/31/2023 | Vantage Investment Partners LLC | 7,058 | $3,109 | 12/31/2023 | SPGI | 7,058 | $3,109 | 12/31/2023 | Olstein Capital Management L.P. | 7,000 | $3,084 | 12/31/2023 | SPGI | 7,000 | $3,084 | 12/31/2023 | Adviser Investments LLC | 6,964 | $3,068 | 12/31/2023 | SPGI | 6,964 | $3,068 | 12/31/2023 | Fortress Wealth Management Inc. | 6,943 | $3,059 | 12/31/2023 | SPGI | 6,943 | $3,059 | 12/31/2023 | Brasada Capital Management LP | 6,905 | $3,042 | 12/31/2023 | SPGI | 6,905 | $3,042 | 12/31/2023 | Veriti Management LLC | 6,900 | $3,040 | 12/31/2023 | SPGI | 6,900 | $3,040 | 12/31/2023 | Vestcor Inc | 6,880 | $3,031 | 12/31/2023 | SPGI | 6,880 | $3,031 | 12/31/2023 | Bank of Hawaii | 6,877 | $3,029 | 12/31/2023 | SPGI | 6,877 | $3,029 | 12/31/2023 | Certified Advisory Corp | 6,855 | $3,020 | 12/31/2023 | SPGI | 6,855 | $3,020 | 12/31/2023 | Dynamic Advisor Solutions LLC | 7,082 | $3,013 | 03/31/2024 | SPGI | 7,082 | $3,013 | 03/31/2024 | CFS Investment Advisory Services LLC | 6,814 | $3,002 | 12/31/2023 | SPGI | 6,814 | $3,002 | 12/31/2023 | Arlington Partners LLC | 7,015 | $2,985 | 03/31/2024 | SPGI | 7,015 | $2,985 | 03/31/2024 | Virtu Financial LLC | 6,769 | $2,982 | 12/31/2023 | SPGI | 6,769 | $2,982 | 12/31/2023 | Morton Community Bank | 6,764 | $2,980 | 12/31/2023 | SPGI | 6,764 | $2,980 | 12/31/2023 | Horizon Investments LLC | 6,734 | $2,966 | 12/31/2023 | SPGI | 6,734 | $2,966 | 12/31/2023 | Linden Thomas Advisory Services LLC | 6,724 | $2,962 | 12/31/2023 | SPGI | 6,724 | $2,962 | 12/31/2023 | HRT Financial LP | 6,712 | $2,956 | 12/31/2023 | SPGI | 6,712 | $2,956 | 12/31/2023 | Signaturefd LLC | 6,644 | $2,927 | 12/31/2023 | SPGI | 6,644 | $2,927 | 12/31/2023 | CAPROCK Group Inc. | 6,608 | $2,911 | 12/31/2023 | SPGI | 6,608 | $2,911 | 12/31/2023 | Herold Advisors Inc. | 6,590 | $2,903 | 12/31/2023 | SPGI | 6,590 | $2,903 | 12/31/2023 | Hills Bank & Trust Co | 6,544 | $2,883 | 12/31/2023 | SPGI | 6,544 | $2,883 | 12/31/2023 | Nomura Holdings Inc. | 6,528 | $2,876 | 12/31/2023 | SPGI | 6,528 | $2,876 | 12/31/2023 | Empowered Funds LLC | 6,442 | $2,838 | 12/31/2023 | SPGI | 6,442 | $2,838 | 12/31/2023 | Wolverine Trading LLC | | $2,813 | 12/31/2023 | Call | 27,200 | $11,982 | 12/31/2023 | Put | 22,200 | $9,780 | 12/31/2023 | SPGI | 1,387 | $611 | 12/31/2023 | Fisher Asset Management LLC | 6,383 | $2,812 | 12/31/2023 | SPGI | 6,383 | $2,812 | 12/31/2023 | Bleakley Financial Group LLC | 6,383 | $2,812 | 12/31/2023 | SPGI | 6,383 | $2,812 | 12/31/2023 | Legacy Financial Strategies LLC | 6,606 | $2,810 | 03/31/2024 | SPGI | 6,606 | $2,810 | 03/31/2024 | GAM Holding AG | 6,376 | $2,809 | 12/31/2023 | SPGI | 6,376 | $2,809 | 12/31/2023 | Sawtooth Solutions LLC | 6,366 | $2,804 | 12/31/2023 | SPGI | 6,366 | $2,804 | 12/31/2023 | Chilton Investment Co. LLC | 6,297 | $2,774 | 12/31/2023 | SPGI | 6,297 | $2,774 | 12/31/2023 | Windmill Hill Asset Management Ltd | 6,290 | $2,771 | 12/31/2023 | SPGI | 6,290 | $2,771 | 12/31/2023 | Clifford Swan Investment Counsel LLC | 6,486 | $2,759 | 03/31/2024 | SPGI | 6,486 | $2,759 | 03/31/2024 | First Foundation Advisors | 6,244 | $2,751 | 12/31/2023 | SPGI | 6,244 | $2,751 | 12/31/2023 | Coldstream Capital Management Inc. | 6,220 | $2,740 | 12/31/2023 | SPGI | 6,220 | $2,740 | 12/31/2023 | Ceera Investments LLC | 6,141 | $2,705 | 12/31/2023 | SPGI | 6,141 | $2,705 | 12/31/2023 | Cypress Capital Group | 6,125 | $2,698 | 12/31/2023 | SPGI | 6,125 | $2,698 | 12/31/2023 | Private Advisor Group LLC | 6,052 | $2,666 | 12/31/2023 | SPGI | 6,052 | $2,666 | 12/31/2023 | Paradigm Financial Partners LLC | 6,049 | $2,665 | 12/31/2023 | SPGI | 6,049 | $2,665 | 12/31/2023 | Spears Abacus Advisors LLC | 6,035 | $2,659 | 12/31/2023 | SPGI | 6,035 | $2,659 | 12/31/2023 | Regents of The University of California | 6,000 | $2,643 | 12/31/2023 | SPGI | 6,000 | $2,643 | 12/31/2023 | Ritholtz Wealth Management | 5,970 | $2,630 | 12/31/2023 | SPGI | 5,970 | $2,630 | 12/31/2023 | Intrust Bank NA | 5,942 | $2,618 | 12/31/2023 | SPGI | 5,942 | $2,618 | 12/31/2023 | Lindsell Train Ltd | 5,900 | $2,600 | 12/31/2023 | SPGI | 5,900 | $2,600 | 12/31/2023 | V Square Quantitative Management LLC | 5,820 | $2,564 | 12/31/2023 | SPGI | 5,820 | $2,564 | 12/31/2023 | Texas Yale Capital Corp. | 5,771 | $2,542 | 12/31/2023 | SPGI | 5,771 | $2,542 | 12/31/2023 | Sterling Investment Management Inc. | 5,771 | $2,542 | 12/31/2023 | SPGI | 5,771 | $2,542 | 12/31/2023 | Harbor Capital Advisors Inc. | 5,750 | $2,533 | 12/31/2023 | SPGI | 5,750 | $2,533 | 12/31/2023 | Delta Investment Management LLC | 5,750 | $2,533 | 12/31/2023 | SPGI | 5,750 | $2,533 | 12/31/2023 | Trust Co. of Vermont | 5,744 | $2,530 | 12/31/2023 | SPGI | 5,744 | $2,530 | 12/31/2023 | Meridian Wealth Management LLC | 5,707 | $2,514 | 12/31/2023 | SPGI | 5,707 | $2,514 | 12/31/2023 | Okabena Investment Services Inc. | 5,687 | $2,505 | 12/31/2023 | SPGI | 5,687 | $2,505 | 12/31/2023 | Centaurus Financial Inc. | 5,564 | $2,451 | 12/31/2023 | SPGI | 5,564 | $2,451 | 12/31/2023 | Sustainable Insight Capital Management LLC | 5,554 | $2,447 | 12/31/2023 | SPGI | 5,554 | $2,447 | 12/31/2023 | Mather Group LLC. | 5,553 | $2,446 | 03/31/2024 | SPGI | 5,553 | $2,446 | 03/31/2024 | WealthPLAN Partners LLC | 5,546 | $2,443 | 12/31/2023 | SPGI | 5,546 | $2,443 | 12/31/2023 | DoubleLine ETF Adviser LP | 5,451 | $2,401 | 12/31/2023 | SPGI | 5,451 | $2,401 | 12/31/2023 | Montag A & Associates Inc. | 5,419 | $2,387 | 12/31/2023 | SPGI | 5,419 | $2,387 | 12/31/2023 | Atom Investors LP | 5,403 | $2,380 | 12/31/2023 | SPGI | 5,403 | $2,380 | 12/31/2023 | Dodge & Cox | 5,400 | $2,379 | 12/31/2023 | SPGI | 5,400 | $2,379 | 12/31/2023 | Sanibel Captiva Trust Company Inc. | 5,323 | $2,345 | 12/31/2023 | SPGI | 5,323 | $2,345 | 12/31/2023 | Clear Rock Advisors LLC | 5,355 | $2,345 | 12/31/2023 | SPGI | 5,355 | $2,345 | 12/31/2023 | Absoluto Partners Gestao de Recursos Ltda | 5,261 | $2,318 | 12/31/2023 | SPGI | 5,261 | $2,318 | 12/31/2023 | Cohen Klingenstein LLC | 5,400 | $2,297 | 03/31/2024 | SPGI | 5,400 | $2,297 | 03/31/2024 | Madison Asset Management LLC | 5,122 | $2,256 | 12/31/2023 | SPGI | 5,122 | $2,256 | 12/31/2023 | Harrell Investment Partners LLC | 5,108 | $2,250 | 12/31/2023 | SPGI | 5,108 | $2,250 | 12/31/2023 | Cypress Asset Management Inc. TX | 5,095 | $2,244 | 12/31/2023 | SPGI | 5,095 | $2,244 | 12/31/2023 | Ascent Group LLC | 5,217 | $2,241 | 12/31/2023 | SPGI | 5,217 | $2,241 | 12/31/2023 | NEOS Investment Management LLC | 5,075 | $2,236 | 12/31/2023 | SPGI | 5,075 | $2,236 | 12/31/2023 | Consolidated Planning Corp | 5,051 | $2,225 | 12/31/2023 | SPGI | 5,051 | $2,225 | 12/31/2023 | AIA Group Ltd | 5,040 | $2,220 | 12/31/2023 | SPGI | 5,040 | $2,220 | 12/31/2023 | Argus Investors Counsel Inc. | 5,026 | $2,214 | 12/31/2023 | SPGI | 5,026 | $2,214 | 12/31/2023 | Ridgecrest Wealth Partners LLC | 5,145 | $2,189 | 03/31/2024 | SPGI | 5,145 | $2,189 | 03/31/2024 | Mmbg Investment Advisors CO. | 4,960 | $2,185 | 12/31/2023 | SPGI | 4,960 | $2,185 | 12/31/2023 | American Money Management LLC | 4,929 | $2,171 | 12/31/2023 | SPGI | 4,929 | $2,171 | 12/31/2023 | Robertson Stephens Wealth Management LLC | 4,907 | $2,162 | 12/31/2023 | SPGI | 4,907 | $2,162 | 12/31/2023 | WD Rutherford LLC | 5,070 | $2,157 | 03/31/2024 | SPGI | 5,070 | $2,157 | 03/31/2024 | IFP Advisors Inc | 4,892 | $2,155 | 12/31/2023 | SPGI | 4,892 | $2,155 | 12/31/2023 | Cozad Asset Management Inc. | 4,886 | $2,152 | 12/31/2023 | SPGI | 4,886 | $2,152 | 12/31/2023 | Waratah Capital Advisors Ltd. | 4,860 | $2,141 | 12/31/2023 | SPGI | 4,860 | $2,141 | 12/31/2023 | Viking Fund Management LLC | 5,000 | $2,127 | 03/31/2024 | SPGI | 5,000 | $2,127 | 03/31/2024 | Ballentine Partners LLC | 4,997 | $2,126 | 03/31/2024 | SPGI | 4,997 | $2,126 | 03/31/2024 | Van Hulzen Asset Management LLC | 4,818 | $2,122 | 12/31/2023 | SPGI | 4,818 | $2,122 | 12/31/2023 | WealthPlan Investment Management LLC | 4,812 | $2,120 | 12/31/2023 | SPGI | 4,812 | $2,120 | 12/31/2023 | Cynosure Management LLC | 4,792 | $2,111 | 12/31/2023 | SPGI | 4,792 | $2,111 | 12/31/2023 | Lederer & Associates Investment Counsel CA | 4,785 | $2,108 | 12/31/2023 | SPGI | 4,785 | $2,108 | 12/31/2023 | Resonant Capital Advisors LLC | 4,776 | $2,104 | 12/31/2023 | SPGI | 4,776 | $2,104 | 12/31/2023 | Main Street Financial Solutions LLC | 4,767 | $2,100 | 12/31/2023 | SPGI | 4,767 | $2,100 | 12/31/2023 | NBT Bank N A NY | 4,753 | $2,094 | 12/31/2023 | SPGI | 4,753 | $2,094 | 12/31/2023 | Ashford Capital Management Inc. | 4,718 | $2,078 | 12/31/2023 | SPGI | 4,718 | $2,078 | 12/31/2023 | Resources Investment Advisors LLC. | 4,655 | $2,051 | 12/31/2023 | SPGI | 4,655 | $2,051 | 12/31/2023 | Bayesian Capital Management LP | 4,645 | $2,046 | 12/31/2023 | SPGI | 4,645 | $2,046 | 12/31/2023 | Capital Group Investment Management PTE. LTD. | 4,637 | $2,043 | 12/31/2023 | SPGI | 4,637 | $2,043 | 12/31/2023 | Enterprise Bank & Trust Co | 4,779 | $2,033 | 03/31/2024 | SPGI | 4,779 | $2,033 | 03/31/2024 | Parallel Advisors LLC | 4,610 | $2,031 | 12/31/2023 | SPGI | 4,610 | $2,031 | 12/31/2023 | Farther Finance Advisors LLC | 4,592 | $2,023 | 12/31/2023 | SPGI | 4,592 | $2,023 | 12/31/2023 | Rodgers Brothers Inc. | 4,565 | $2,011 | 12/31/2023 | SPGI | 4,565 | $2,011 | 12/31/2023 | Team Hewins LLC | 4,534 | $1,997 | 12/31/2023 | SPGI | 4,534 | $1,997 | 12/31/2023 | Great Lakes Retirement Inc. | 4,531 | $1,996 | 12/31/2023 | SPGI | 4,531 | $1,996 | 12/31/2023 | Vident Advisory LLC | 4,529 | $1,995 | 12/31/2023 | SPGI | 4,529 | $1,995 | 12/31/2023 | AXS Investments LLC | 4,518 | $1,990 | 12/31/2023 | SPGI | 4,518 | $1,990 | 12/31/2023 | Dohj LLC | 4,668 | $1,986 | 03/31/2024 | SPGI | 4,668 | $1,986 | 03/31/2024 | Jones Financial Companies Lllp | 4,481 | $1,974 | 12/31/2023 | SPGI | 4,481 | $1,974 | 12/31/2023 | Geneva Capital Management LLC | 4,482 | $1,974 | 12/31/2023 | SPGI | 4,482 | $1,974 | 12/31/2023 | Profund Advisors LLC | 4,407 | $1,941 | 12/31/2023 | SPGI | 4,407 | $1,941 | 12/31/2023 | Legacy Wealth Asset Management LLC | 4,395 | $1,936 | 12/31/2023 | SPGI | 4,395 | $1,936 | 12/31/2023 | Regal Investment Advisors LLC | 4,376 | $1,928 | 12/31/2023 | SPGI | 4,376 | $1,928 | 12/31/2023 | Westpac Banking Corp | 4,374 | $1,927 | 12/31/2023 | SPGI | 4,374 | $1,927 | 12/31/2023 | Chemistry Wealth Management LLC | 4,520 | $1,923 | 03/31/2024 | SPGI | 4,520 | $1,923 | 03/31/2024 | National Asset Management Inc. | 4,359 | $1,920 | 12/31/2023 | SPGI | 4,359 | $1,920 | 12/31/2023 | Whitener Capital Management Inc. | 4,500 | $1,915 | 03/31/2024 | SPGI | 4,500 | $1,915 | 03/31/2024 | Chatham Capital Group Inc. | 4,480 | $1,906 | 03/31/2024 | SPGI | 4,480 | $1,906 | 03/31/2024 | Parsons Capital Management Inc. RI | 4,271 | $1,881 | 12/31/2023 | SPGI | 4,271 | $1,881 | 12/31/2023 | HB Wealth Management LLC | 4,265 | $1,879 | 12/31/2023 | SPGI | 4,265 | $1,879 | 12/31/2023 | Decatur Capital Management Inc. | 4,258 | $1,876 | 12/31/2023 | SPGI | 4,258 | $1,876 | 12/31/2023 | Mount Yale Investment Advisors LLC | 4,257 | $1,875 | 12/31/2023 | SPGI | 4,257 | $1,875 | 12/31/2023 | Argent Trust Co | 4,221 | $1,859 | 12/31/2023 | SPGI | 4,221 | $1,859 | 12/31/2023 | Flagship Harbor Advisors LLC | 4,365 | $1,857 | 03/31/2024 | SPGI | 4,365 | $1,857 | 03/31/2024 | Eventide Asset Management LLC | 4,208 | $1,854 | 12/31/2023 | SPGI | 4,208 | $1,854 | 12/31/2023 | Gotham Asset Management LLC | 4,178 | $1,840 | 12/31/2023 | SPGI | 4,178 | $1,840 | 12/31/2023 | Cyndeo Wealth Partners LLC | 4,316 | $1,836 | 03/31/2024 | SPGI | 4,316 | $1,836 | 03/31/2024 | Blue Fin Capital Inc. | 4,164 | $1,835 | 12/31/2023 | SPGI | 4,164 | $1,835 | 12/31/2023 | Avitas Wealth Management LLC | 4,136 | $1,822 | 12/31/2023 | SPGI | 4,136 | $1,822 | 12/31/2023 | IMS Capital Management | 4,131 | $1,820 | 12/31/2023 | SPGI | 4,131 | $1,820 | 12/31/2023 | Wedbush Securities Inc. | 4,121 | $1,815 | 12/31/2023 | SPGI | 4,121 | $1,815 | 12/31/2023 | Congress Asset Management Co. MA | 4,201 | $1,787 | 03/31/2024 | SPGI | 4,201 | $1,787 | 03/31/2024 | Belpointe Asset Management LLC | 4,054 | $1,786 | 12/31/2023 | SPGI | 4,054 | $1,786 | 12/31/2023 | SkyView Investment Advisors LLC | 4,049 | $1,784 | 12/31/2023 | SPGI | 4,049 | $1,784 | 12/31/2023 | Private Trust Co. NA | 4,036 | $1,778 | 12/31/2023 | SPGI | 4,036 | $1,778 | 12/31/2023 | Oppenheimer & Co. Inc. | 4,024 | $1,773 | 12/31/2023 | SPGI | 4,024 | $1,773 | 12/31/2023 | WealthShield Partners LLC | 4,021 | $1,771 | 12/31/2023 | SPGI | 4,021 | $1,771 | 12/31/2023 | Comprehensive Financial Consultants Institutional Inc. | 4,018 | $1,770 | 12/31/2023 | SPGI | 4,018 | $1,770 | 12/31/2023 | Excalibur Management Corp | 4,003 | $1,763 | 12/31/2023 | SPGI | 4,003 | $1,763 | 12/31/2023 | OV Management LLC | 4,000 | $1,762 | 12/31/2023 | SPGI | 4,000 | $1,762 | 12/31/2023 | Lloyd Advisory Services LLC. | 4,116 | $1,753 | 03/31/2024 | SPGI | 4,116 | $1,753 | 03/31/2024 | Guyasuta Investment Advisors Inc. | 3,973 | $1,750 | 03/31/2024 | SPGI | 3,973 | $1,750 | 03/31/2024 | Buckingham Strategic Wealth LLC | 3,941 | $1,736 | 12/31/2023 | SPGI | 3,941 | $1,736 | 12/31/2023 | Evercore Wealth Management LLC | 3,928 | $1,730 | 12/31/2023 | SPGI | 3,928 | $1,730 | 12/31/2023 | Atlas Private Wealth Management | 4,063 | $1,729 | 03/31/2024 | SPGI | 4,063 | $1,729 | 03/31/2024 | Valeo Financial Advisors LLC | 3,893 | $1,715 | 12/31/2023 | SPGI | 3,893 | $1,715 | 12/31/2023 | Skylands Capital LLC | 3,875 | $1,707 | 12/31/2023 | SPGI | 3,875 | $1,707 | 12/31/2023 | Davy Global Fund Management Ltd | 3,860 | $1,700 | 12/31/2023 | SPGI | 3,860 | $1,700 | 12/31/2023 | GYL Financial Synergies LLC | 3,835 | $1,689 | 12/31/2023 | SPGI | 3,835 | $1,689 | 12/31/2023 | Principal Securities Inc. | 3,830 | $1,687 | 12/31/2023 | SPGI | 3,830 | $1,687 | 12/31/2023 | Trust Asset Management LLC | 3,825 | $1,685 | 12/31/2023 | SPGI | 3,825 | $1,685 | 12/31/2023 | Qtron Investments LLC | 3,824 | $1,685 | 12/31/2023 | SPGI | 3,824 | $1,685 | 12/31/2023 | Meeder Advisory Services Inc. | 3,809 | $1,678 | 12/31/2023 | SPGI | 3,809 | $1,678 | 12/31/2023 | Hamilton Point Investment Advisors LLC | 3,800 | $1,674 | 12/31/2023 | SPGI | 3,800 | $1,674 | 12/31/2023 | Peterson Financial Group Inc. | 3,798 | $1,673 | 12/31/2023 | SPGI | 3,798 | $1,673 | 12/31/2023 | Savant Capital LLC | 3,795 | $1,672 | 12/31/2023 | SPGI | 3,795 | $1,672 | 12/31/2023 | Nichols & Pratt Advisers LLP MA | 3,792 | $1,670 | 12/31/2023 | SPGI | 3,792 | $1,670 | 12/31/2023 | Wealth Alliance | 3,735 | $1,645 | 12/31/2023 | SPGI | 3,735 | $1,645 | 12/31/2023 | Handelsinvest Investeringsforvaltning | 3,733 | $1,644 | 12/31/2023 | SPGI | 3,733 | $1,644 | 12/31/2023 | SageView Advisory Group LLC | 3,573 | $1,624 | 12/31/2023 | SPGI | 3,573 | $1,624 | 12/31/2023 | First Bank & Trust | 3,811 | $1,621 | 03/31/2024 | SPGI | 3,811 | $1,621 | 03/31/2024 | Strategic Wealth Partners Group LLC | 3,679 | $1,620 | 12/31/2023 | SPGI | 3,679 | $1,620 | 12/31/2023 | Roundview Capital LLC | 3,660 | $1,612 | 12/31/2023 | SPGI | 3,660 | $1,612 | 12/31/2023 | Quadcap Wealth Management LLC | 3,644 | $1,605 | 12/31/2023 | SPGI | 3,644 | $1,605 | 12/31/2023 | Bell Bank | 3,624 | $1,596 | 12/31/2023 | SPGI | 3,624 | $1,596 | 12/31/2023 | Arden Trust Co | 3,750 | $1,595 | 03/31/2024 | SPGI | 3,750 | $1,595 | 03/31/2024 | Voya Financial Advisors Inc. | 3,603 | $1,592 | 12/31/2023 | SPGI | 3,603 | $1,592 | 12/31/2023 | Otter Creek Advisors LLC | 3,600 | $1,586 | 12/31/2023 | SPGI | 3,600 | $1,586 | 12/31/2023 | Boston Trust Walden Corp | 3,598 | $1,585 | 12/31/2023 | SPGI | 3,598 | $1,585 | 12/31/2023 | Benjamin Edwards Inc. | 3,594 | $1,583 | 12/31/2023 | SPGI | 3,594 | $1,583 | 12/31/2023 | Souders Financial Advisors | 3,586 | $1,580 | 12/31/2023 | SPGI | 3,586 | $1,580 | 12/31/2023 | Wealthsource Partners LLC | 3,583 | $1,578 | 12/31/2023 | SPGI | 3,583 | $1,578 | 12/31/2023 | W.H. Cornerstone Investments Inc. | 3,567 | $1,571 | 12/31/2023 | SPGI | 3,567 | $1,571 | 12/31/2023 | Beverly Hills Private Wealth LLC | 3,561 | $1,569 | 12/31/2023 | SPGI | 3,561 | $1,569 | 12/31/2023 | Davis R M Inc. | 3,519 | $1,550 | 12/31/2023 | SPGI | 3,519 | $1,550 | 12/31/2023 | Quadrant Capital Group LLC | 3,510 | $1,546 | 12/31/2023 | SPGI | 3,510 | $1,546 | 12/31/2023 | Mattern Wealth Management LLC | 3,510 | $1,546 | 12/31/2023 | SPGI | 3,510 | $1,546 | 12/31/2023 | Cullen Investment Group LTD. | 3,623 | $1,544 | 03/31/2024 | SPGI | 3,623 | $1,544 | 03/31/2024 | Boston Private Wealth LLC | 3,500 | $1,542 | 12/31/2023 | SPGI | 3,500 | $1,542 | 12/31/2023 | Peloton Wealth Strategists | 3,493 | $1,539 | 12/31/2023 | SPGI | 3,493 | $1,539 | 12/31/2023 | Schechter Investment Advisors LLC | 3,488 | $1,537 | 12/31/2023 | SPGI | 3,488 | $1,537 | 12/31/2023 | Transform Wealth LLC | 3,582 | $1,524 | 03/31/2024 | SPGI | 3,582 | $1,524 | 03/31/2024 | HBK Sorce Advisory LLC | 3,448 | $1,519 | 12/31/2023 | SPGI | 3,448 | $1,519 | 12/31/2023 | Cigna Investments Inc. New | 3,434 | $1,513 | 12/31/2023 | SPGI | 3,434 | $1,513 | 12/31/2023 | Reynders McVeigh Capital Management LLC | 3,435 | $1,513 | 12/31/2023 | SPGI | 3,435 | $1,513 | 12/31/2023 | Proequities Inc. | | $1,506 | 12/31/2023 | SPGI | 3,418 | $1,506 | 12/31/2023 | Put | 0 | $0 | 12/31/2023 | Call | 0 | $0 | 12/31/2023 | Fort Point Capital Partners LLC | 3,413 | $1,503 | 12/31/2023 | SPGI | 3,413 | $1,503 | 12/31/2023 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 3,345 | $1,500 | 12/31/2023 | SPGI | 3,345 | $1,500 | 12/31/2023 | Tealwood Asset Management Inc. | 3,519 | $1,497 | 03/31/2024 | SPGI | 3,519 | $1,497 | 03/31/2024 | Fosun International Ltd | 3,360 | $1,480 | 12/31/2023 | SPGI | 3,360 | $1,480 | 12/31/2023 | OLD National Bancorp IN | 3,472 | $1,477 | 03/31/2024 | SPGI | 3,472 | $1,477 | 03/31/2024 | Cary Street Partners Investment Advisory LLC | 3,343 | $1,473 | 12/31/2023 | SPGI | 3,343 | $1,473 | 12/31/2023 | BancorpSouth Bank | 3,340 | $1,471 | 12/31/2023 | SPGI | 3,340 | $1,471 | 12/31/2023 | Csenge Advisory Group | 3,338 | $1,470 | 12/31/2023 | SPGI | 3,338 | $1,470 | 12/31/2023 | HighPoint Advisor Group LLC | 3,472 | $1,453 | 12/31/2023 | SPGI | 3,472 | $1,453 | 12/31/2023 | Integrated Wealth Concepts LLC | 3,291 | $1,450 | 12/31/2023 | SPGI | 3,291 | $1,450 | 12/31/2023 | Summit Financial LLC | 3,262 | $1,437 | 12/31/2023 | SPGI | 3,262 | $1,437 | 12/31/2023 | Anchor Investment Management LLC | 3,259 | $1,436 | 12/31/2023 | SPGI | 3,259 | $1,436 | 12/31/2023 | Redwood Investments LLC | 3,255 | $1,434 | 12/31/2023 | SPGI | 3,255 | $1,434 | 12/31/2023 | Venturi Wealth Management LLC | 3,252 | $1,433 | 12/31/2023 | SPGI | 3,252 | $1,433 | 12/31/2023 | River Wealth Advisors LLC | 3,222 | $1,420 | 12/31/2023 | SPGI | 3,222 | $1,420 | 12/31/2023 | Guardian Capital LP | 3,215 | $1,416 | 12/31/2023 | SPGI | 3,215 | $1,416 | 12/31/2023 | Platform Technology Partners | 3,285 | $1,411 | 12/31/2023 | SPGI | 3,285 | $1,411 | 12/31/2023 | First Trust Bank Ltd. | 3,200 | $1,410 | 12/31/2023 | SPGI | 3,200 | $1,410 | 12/31/2023 | MAI Capital Management | 3,184 | $1,403 | 12/31/2023 | SPGI | 3,184 | $1,403 | 12/31/2023 | Citizens Financial Group Inc RI | 3,172 | $1,397 | 12/31/2023 | SPGI | 3,172 | $1,397 | 12/31/2023 | Harris Associates L P | 3,150 | $1,388 | 12/31/2023 | SPGI | 3,150 | $1,388 | 12/31/2023 | Ellevest Inc. | 3,133 | $1,380 | 12/31/2023 | SPGI | 3,133 | $1,380 | 12/31/2023 | Wedmont Private Capital | 3,152 | $1,371 | 03/31/2024 | SPGI | 3,152 | $1,371 | 03/31/2024 | Abundance Wealth Counselors | 3,108 | $1,369 | 12/31/2023 | SPGI | 3,108 | $1,369 | 12/31/2023 | Brighton Jones LLC | 3,105 | $1,368 | 12/31/2023 | SPGI | 3,105 | $1,368 | 12/31/2023 | Checchi Capital Advisers LLC | 3,081 | $1,357 | 12/31/2023 | SPGI | 3,081 | $1,357 | 12/31/2023 | GSA Capital Partners LLP | 3,069 | $1,352 | 12/31/2023 | SPGI | 3,069 | $1,352 | 12/31/2023 | Transatlantique Private Wealth LLC | 3,100 | $1,345 | 12/31/2023 | SPGI | 3,100 | $1,345 | 12/31/2023 | Alpine Woods Capital Investors LLC | 3,050 | $1,344 | 12/31/2023 | SPGI | 3,050 | $1,344 | 12/31/2023 | Dorsey & Whitney Trust CO LLC | 3,047 | $1,342 | 12/31/2023 | SPGI | 3,047 | $1,342 | 12/31/2023 | FDx Advisors Inc. | 3,046 | $1,342 | 12/31/2023 | SPGI | 3,046 | $1,342 | 12/31/2023 | Pinnacle Wealth Planning Services Inc. | 3,043 | $1,340 | 12/31/2023 | SPGI | 3,043 | $1,340 | 12/31/2023 | Perigon Wealth Management LLC | 3,039 | $1,339 | 12/31/2023 | SPGI | 3,039 | $1,339 | 12/31/2023 | Snider Financial Group | 3,011 | $1,326 | 12/31/2023 | SPGI | 3,011 | $1,326 | 12/31/2023 | Canandaigua National Bank & Trust Co. | 3,110 | $1,323 | 03/31/2024 | SPGI | 3,110 | $1,323 | 03/31/2024 | Thomasville National Bank | 3,107 | $1,322 | 03/31/2024 | SPGI | 3,107 | $1,322 | 03/31/2024 | Keebeck Wealth Management LLC | 2,993 | $1,318 | 12/31/2023 | SPGI | 2,993 | $1,318 | 12/31/2023 | Trust Co. of Oklahoma | 2,969 | $1,308 | 12/31/2023 | SPGI | 2,969 | $1,308 | 12/31/2023 | Central Valley Advisors LLC | 3,054 | $1,299 | 03/31/2024 | SPGI | 3,054 | $1,299 | 03/31/2024 | Harbert Fund Advisors Inc. | 2,945 | $1,297 | 12/31/2023 | SPGI | 2,945 | $1,297 | 12/31/2023 | Centiva Capital LP | 2,945 | $1,297 | 12/31/2023 | SPGI | 2,945 | $1,297 | 12/31/2023 | Penserra Capital Management LLC | 2,913 | $1,282 | 12/31/2023 | SPGI | 2,913 | $1,282 | 12/31/2023 | Evergreen Capital Management LLC | 2,908 | $1,281 | 12/31/2023 | SPGI | 2,908 | $1,281 | 12/31/2023 | GM Advisory Group Inc. | 2,909 | $1,281 | 12/31/2023 | SPGI | 2,909 | $1,281 | 12/31/2023 | Steel Peak Wealth Management LLC | 3,008 | $1,280 | 03/31/2024 | SPGI | 3,008 | $1,280 | 03/31/2024 | Balentine LLC | 2,893 | $1,275 | 12/31/2023 | SPGI | 2,893 | $1,275 | 12/31/2023 | Relative Value Partners Group LLC | 2,883 | $1,270 | 12/31/2023 | SPGI | 2,883 | $1,270 | 12/31/2023 | Western Wealth Management LLC | 2,865 | $1,262 | 12/31/2023 | SPGI | 2,865 | $1,262 | 12/31/2023 | Lee Financial Co | 2,855 | $1,258 | 12/31/2023 | SPGI | 2,855 | $1,258 | 12/31/2023 | Geller Advisors LLC | 2,836 | $1,249 | 12/31/2023 | SPGI | 2,836 | $1,249 | 12/31/2023 | WoodTrust Financial Corp | 2,912 | $1,239 | 03/31/2024 | SPGI | 2,912 | $1,239 | 03/31/2024 | AdvisorNet Financial Inc | 2,896 | $1,232 | 03/31/2024 | SPGI | 2,896 | $1,232 | 03/31/2024 | Aaron Wealth Advisors | 2,792 | $1,230 | 12/31/2023 | SPGI | 2,792 | $1,230 | 12/31/2023 | Sentry Investment Management LLC | 2,788 | $1,228 | 12/31/2023 | SPGI | 2,788 | $1,228 | 12/31/2023 | Intech Investment Management LLC | 2,777 | $1,223 | 12/31/2023 | SPGI | 2,777 | $1,223 | 12/31/2023 | Pensionmark Financial Group LLC | 2,771 | $1,221 | 12/31/2023 | SPGI | 2,771 | $1,221 | 12/31/2023 | Machina Capital S.A.S. | 2,760 | $1,216 | 12/31/2023 | SPGI | 2,760 | $1,216 | 12/31/2023 | Ingalls & Snyder LLC | 2,755 | $1,214 | 12/31/2023 | SPGI | 2,755 | $1,214 | 12/31/2023 | Quotient Wealth Partners LLC | 2,756 | $1,214 | 12/31/2023 | SPGI | 2,756 | $1,214 | 12/31/2023 | Exchange Capital Management Inc. | 2,837 | $1,207 | 03/31/2024 | SPGI | 2,837 | $1,207 | 03/31/2024 | Kanawha Capital Management LLC | 2,733 | $1,204 | 12/31/2023 | SPGI | 2,733 | $1,204 | 12/31/2023 | Moore Capital Management LP | 2,703 | $1,191 | 12/31/2023 | SPGI | 2,703 | $1,191 | 12/31/2023 | Conestoga Capital Advisors LLC | 2,702 | $1,190 | 12/31/2023 | SPGI | 2,702 | $1,190 | 12/31/2023 | Mezzasalma Advisors LLC | 2,695 | $1,187 | 12/31/2023 | SPGI | 2,695 | $1,187 | 12/31/2023 | Jacobi Capital Management LLC | 2,640 | $1,163 | 12/31/2023 | SPGI | 2,640 | $1,163 | 12/31/2023 | Marshall Financial Group LLC | 2,626 | $1,157 | 12/31/2023 | SPGI | 2,626 | $1,157 | 12/31/2023 | Clarius Group LLC | 2,702 | $1,150 | 03/31/2024 | SPGI | 2,702 | $1,150 | 03/31/2024 | Putnam FL Investment Management Co. | 2,591 | $1,141 | 12/31/2023 | SPGI | 2,591 | $1,141 | 12/31/2023 | JPL Wealth Management LLC | 2,584 | $1,139 | 12/31/2023 | SPGI | 2,584 | $1,139 | 12/31/2023 | Pflug Koory LLC | 2,668 | $1,135 | 03/31/2024 | SPGI | 2,668 | $1,135 | 03/31/2024 | Gilliland Jeter Wealth Management LLC | 2,572 | $1,133 | 12/31/2023 | SPGI | 2,572 | $1,133 | 12/31/2023 | UniSuper Management Pty Ltd | 2,560 | $1,128 | 12/31/2023 | SPGI | 2,560 | $1,128 | 12/31/2023 | Highview Capital Management LLC DE | 2,555 | $1,126 | 12/31/2023 | SPGI | 2,555 | $1,126 | 12/31/2023 | NBC Securities Inc. | 2,597 | $1,114 | 03/31/2024 | SPGI | 2,597 | $1,114 | 03/31/2024 | Pinnacle Associates Ltd. | 2,517 | $1,109 | 12/31/2023 | SPGI | 2,517 | $1,109 | 12/31/2023 | Beaumont Financial Advisors LLC | 2,507 | $1,104 | 12/31/2023 | SPGI | 2,507 | $1,104 | 12/31/2023 | Thrive Wealth Management LLC | 2,592 | $1,103 | 03/31/2024 | SPGI | 2,592 | $1,103 | 03/31/2024 | Outlook Wealth Advisors LLC | 2,505 | $1,103 | 12/31/2023 | SPGI | 2,505 | $1,103 | 12/31/2023 | Forum Financial Management LP | 2,496 | $1,100 | 12/31/2023 | SPGI | 2,496 | $1,100 | 12/31/2023 | Daymark Wealth Partners LLC | 2,561 | $1,089 | 03/31/2024 | SPGI | 2,561 | $1,089 | 03/31/2024 | Colony Group LLC | 2,471 | $1,089 | 12/31/2023 | SPGI | 2,471 | $1,089 | 12/31/2023 | Wintrust Investments LLC | 2,463 | $1,085 | 12/31/2023 | SPGI | 2,463 | $1,085 | 12/31/2023 | City Holding Co. | 2,547 | $1,084 | 03/31/2024 | SPGI | 2,547 | $1,084 | 03/31/2024 | RMR Wealth Builders | 2,546 | $1,083 | 03/31/2024 | SPGI | 2,546 | $1,083 | 03/31/2024 | BluePath Capital Management LLC | 2,487 | $1,077 | 12/31/2023 | SPGI | 2,487 | $1,077 | 12/31/2023 | Capital Analysts LLC | 2,406 | $1,060 | 12/31/2023 | SPGI | 2,406 | $1,060 | 12/31/2023 | Lazard Freres Gestion S.A.S. | 2,405 | $1,059 | 12/31/2023 | SPGI | 2,405 | $1,059 | 12/31/2023 | Channing Global Advisors LLC | 2,371 | $1,044 | 12/31/2023 | SPGI | 2,371 | $1,044 | 12/31/2023 | CWA Asset Management Group LLC | 2,366 | $1,042 | 12/31/2023 | SPGI | 2,366 | $1,042 | 12/31/2023 | Schmidt P J Investment Management Inc. | 2,329 | $1,040 | 12/31/2023 | SPGI | 2,329 | $1,040 | 12/31/2023 | Rossmore Private Capital | 2,360 | $1,040 | 12/31/2023 | SPGI | 2,360 | $1,040 | 12/31/2023 | Accretive Wealth Partners LLC | 2,348 | $1,034 | 12/31/2023 | SPGI | 2,348 | $1,034 | 12/31/2023 | Charter Trust Co. | 2,336 | $1,029 | 12/31/2023 | SPGI | 2,336 | $1,029 | 12/31/2023 | First National Corp MA ADV | 2,324 | $1,024 | 03/31/2024 | SPGI | 2,324 | $1,024 | 03/31/2024 | Lincoln Capital LLC | 2,408 | $1,024 | 03/31/2024 | SPGI | 2,408 | $1,024 | 03/31/2024 | Wade G W & Inc. | 2,311 | $1,018 | 12/31/2023 | SPGI | 2,311 | $1,018 | 12/31/2023 | Gryphon Financial Partners LLC | 2,354 | $1,018 | 12/31/2023 | SPGI | 2,354 | $1,018 | 12/31/2023 | Skopos Labs Inc. | 2,304 | $1,015 | 12/31/2023 | SPGI | 2,304 | $1,015 | 12/31/2023 | Howe & Rusling Inc. | 2,297 | $1,012 | 12/31/2023 | SPGI | 2,297 | $1,012 | 12/31/2023 | Tranquility Partners LLC | 2,297 | $1,012 | 12/31/2023 | SPGI | 2,297 | $1,012 | 12/31/2023 | Palumbo Wealth Management LLC | 2,366 | $1,007 | 03/31/2024 | SPGI | 2,366 | $1,007 | 03/31/2024 | Hohimer Wealth Management LLC | 2,281 | $1,005 | 12/31/2023 | SPGI | 2,281 | $1,005 | 12/31/2023 | MEMBERS Trust Co | 2,259 | $998 | 12/31/2023 | SPGI | 2,259 | $998 | 12/31/2023 | Morse Asset Management Inc | 2,246 | $989 | 12/31/2023 | SPGI | 2,246 | $989 | 12/31/2023 | Shepherd Financial Partners LLC | 2,243 | $988 | 12/31/2023 | SPGI | 2,243 | $988 | 12/31/2023 | Syon Capital LLC | 2,240 | $987 | 12/31/2023 | SPGI | 2,240 | $987 | 12/31/2023 | Lake Street Advisors Group LLC | 2,224 | $980 | 12/31/2023 | SPGI | 2,224 | $980 | 12/31/2023 | Foundations Investment Advisors LLC | 2,142 | $980 | 12/31/2023 | SPGI | 2,142 | $980 | 12/31/2023 | Grant GrossMendelsohn LLC | 2,190 | $978 | 12/31/2023 | SPGI | 2,190 | $978 | 12/31/2023 | Morningstar Investment Services LLC | 2,211 | $977 | 12/31/2023 | SPGI | 2,211 | $977 | 12/31/2023 | Legato Capital Management LLC | 2,290 | $974 | 03/31/2024 | SPGI | 2,290 | $974 | 03/31/2024 | Tritonpoint Wealth LLC | 2,199 | $969 | 12/31/2023 | SPGI | 2,199 | $969 | 12/31/2023 | GSG Advisors LLC | 2,267 | $967 | 03/31/2024 | SPGI | 2,267 | $967 | 03/31/2024 | Heritage Trust Co | 2,194 | $967 | 12/31/2023 | SPGI | 2,194 | $967 | 12/31/2023 | Entropy Technologies LP | 2,187 | $963 | 12/31/2023 | SPGI | 2,187 | $963 | 12/31/2023 | Rehmann Capital Advisory Group | 2,165 | $954 | 12/31/2023 | SPGI | 2,165 | $954 | 12/31/2023 | Colonial Trust Co SC | 2,163 | $953 | 12/31/2023 | SPGI | 2,163 | $953 | 12/31/2023 | Summit Global Investments | 2,147 | $946 | 12/31/2023 | SPGI | 2,147 | $946 | 12/31/2023 | We Are One Seven LLC | 2,142 | $944 | 12/31/2023 | SPGI | 2,142 | $944 | 12/31/2023 | Foster Group Inc. | 2,215 | $942 | 03/31/2024 | SPGI | 2,215 | $942 | 03/31/2024 | Sonnipe Ltd | 2,138 | $942 | 12/31/2023 | SPGI | 2,138 | $942 | 12/31/2023 | Lindbrook Capital LLC | 2,132 | $939 | 12/31/2023 | SPGI | 2,132 | $939 | 12/31/2023 | Aptus Capital Advisors LLC | 2,124 | $936 | 12/31/2023 | SPGI | 2,124 | $936 | 12/31/2023 | United Asset Strategies Inc. | 2,123 | $935 | 12/31/2023 | SPGI | 2,123 | $935 | 12/31/2023 | Prospera Financial Services Inc | 2,106 | $928 | 12/31/2023 | SPGI | 2,106 | $928 | 12/31/2023 | Two Sigma Investments LP | 2,100 | $925 | 12/31/2023 | SPGI | 2,100 | $925 | 12/31/2023 | Formidable Asset Management LLC | 2,089 | $920 | 12/31/2023 | SPGI | 2,089 | $920 | 12/31/2023 | Claro Advisors LLC | 2,160 | $919 | 03/31/2024 | SPGI | 2,160 | $919 | 03/31/2024 | Thoroughbred Financial Services LLC | 2,086 | $918 | 12/31/2023 | SPGI | 2,086 | $918 | 12/31/2023 | Arthur M. Cohen & Associates LLC | 2,068 | $911 | 12/31/2023 | SPGI | 2,068 | $911 | 12/31/2023 | Trillium Asset Management LLC | 2,056 | $906 | 12/31/2023 | SPGI | 2,056 | $906 | 12/31/2023 | Legacy Capital Wealth Partners LLC | 2,051 | $904 | 12/31/2023 | SPGI | 2,051 | $904 | 12/31/2023 | Rockline Wealth Management LLC | 2,049 | $903 | 12/31/2023 | SPGI | 2,049 | $903 | 12/31/2023 | Summit Trail Advisors LLC | 2,042 | $900 | 12/31/2023 | SPGI | 2,042 | $900 | 12/31/2023 | Mission Wealth Management LP | 2,028 | $893 | 12/31/2023 | SPGI | 2,028 | $893 | 12/31/2023 | Prestige Wealth Management Group LLC | 2,023 | $891 | 12/31/2023 | SPGI | 2,023 | $891 | 12/31/2023 | Mitchell Sinkler & Starr PA | 2,009 | $885 | 12/31/2023 | SPGI | 2,009 | $885 | 12/31/2023 | Quest Partners LLC | 2,004 | $883 | 12/31/2023 | SPGI | 2,004 | $883 | 12/31/2023 | Center for Financial Planning Inc. | 1,998 | $880 | 12/31/2023 | SPGI | 1,998 | $880 | 12/31/2023 | Strengthening Families & Communities LLC | 1,984 | $874 | 12/31/2023 | SPGI | 1,984 | $874 | 12/31/2023 | Monterey Private Wealth Inc. | 2,048 | $871 | 03/31/2024 | SPGI | 2,048 | $871 | 03/31/2024 | CHICAGO TRUST Co NA | 2,041 | $868 | 03/31/2024 | SPGI | 2,041 | $868 | 03/31/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,953 | $860 | 12/31/2023 | SPGI | 1,953 | $860 | 12/31/2023 | Forte Capital LLC ADV | 1,945 | $857 | 12/31/2023 | SPGI | 1,945 | $857 | 12/31/2023 | Conning Inc. | 1,940 | $855 | 12/31/2023 | SPGI | 1,940 | $855 | 12/31/2023 | Dimension Capital Management LLC | 1,929 | $850 | 12/31/2023 | SPGI | 1,929 | $850 | 12/31/2023 | NorthCrest Asset Manangement LLC | 1,993 | $848 | 03/31/2024 | SPGI | 1,993 | $848 | 03/31/2024 | Boothbay Fund Management LLC | 1,925 | $848 | 12/31/2023 | SPGI | 1,925 | $848 | 12/31/2023 | Moors & Cabot Inc. | 1,920 | $846 | 12/31/2023 | SPGI | 1,920 | $846 | 12/31/2023 | Douglas Lane & Associates LLC | 1,985 | $845 | 03/31/2024 | SPGI | 1,985 | $845 | 03/31/2024 | Guardian Wealth Advisors LLC | 1,915 | $843 | 12/31/2023 | SPGI | 1,915 | $843 | 12/31/2023 | Independence Bank of Kentucky | 1,977 | $841 | 03/31/2024 | SPGI | 1,977 | $841 | 03/31/2024 | Ambassador Advisors LLC | 1,855 | $838 | 12/31/2023 | SPGI | 1,855 | $838 | 12/31/2023 | Paloma Partners Management Co | | $837 | 12/31/2023 | Call | 1,900 | $837 | 12/31/2023 | Ronald Blue Trust Inc. | 1,900 | $837 | 12/31/2023 | SPGI | 1,900 | $837 | 12/31/2023 | Bowman & Co S.C. | 1,959 | $835 | 03/31/2024 | SPGI | 1,959 | $835 | 03/31/2024 | GeoWealth Management LLC | 1,895 | $834 | 12/31/2023 | SPGI | 1,895 | $834 | 12/31/2023 | Magnolia Capital Advisors LLC | 1,834 | $834 | 12/31/2023 | SPGI | 1,834 | $834 | 12/31/2023 | Mcdonald Partners LLC | 1,952 | $831 | 03/31/2024 | SPGI | 1,952 | $831 | 03/31/2024 | Financial Insights Inc. | 1,879 | $828 | 12/31/2023 | SPGI | 1,879 | $828 | 12/31/2023 | Continuum Advisory LLC | 1,867 | $823 | 12/31/2023 | SPGI | 1,867 | $823 | 12/31/2023 | Balboa Wealth Partners | 1,864 | $821 | 12/31/2023 | SPGI | 1,864 | $821 | 12/31/2023 | TrinityPoint Wealth LLC | 1,861 | $820 | 12/31/2023 | SPGI | 1,861 | $820 | 12/31/2023 | Red Spruce Capital LLC | 1,926 | $819 | 03/31/2024 | SPGI | 1,926 | $819 | 03/31/2024 | Jefferies Financial Group Inc. | 1,853 | $816 | 12/31/2023 | SPGI | 1,853 | $816 | 12/31/2023 | VCI Wealth Management LLC | 1,852 | $816 | 12/31/2023 | SPGI | 1,852 | $816 | 12/31/2023 | GAMMA Investing LLC | 1,911 | $813 | 03/31/2024 | SPGI | 1,911 | $813 | 03/31/2024 | Townsend Asset Management Corp NC ADV | 1,845 | $813 | 12/31/2023 | SPGI | 1,845 | $813 | 12/31/2023 | Financial Advocates Investment Management | 1,845 | $813 | 12/31/2023 | SPGI | 1,845 | $813 | 12/31/2023 | Equitable Holdings Inc. | 1,836 | $809 | 12/31/2023 | SPGI | 1,836 | $809 | 12/31/2023 | Great Diamond Partners LLC | 1,832 | $807 | 12/31/2023 | SPGI | 1,832 | $807 | 12/31/2023 | NewEdge Wealth LLC | 1,831 | $807 | 12/31/2023 | SPGI | 1,831 | $807 | 12/31/2023 | Waldron Private Wealth LLC | 1,818 | $800 | 12/31/2023 | SPGI | 1,818 | $800 | 12/31/2023 | Wilbanks Smith & Thomas Asset Management LLC | 1,811 | $798 | 12/31/2023 | SPGI | 1,811 | $798 | 12/31/2023 | NorthRock Partners LLC | 1,812 | $798 | 12/31/2023 | SPGI | 1,812 | $798 | 12/31/2023 | First National Bank of Hutchinson | 1,796 | $791 | 12/31/2023 | SPGI | 1,796 | $791 | 12/31/2023 | Meridian Wealth Partners LLC | 1,792 | $790 | 12/31/2023 | SPGI | 1,792 | $790 | 12/31/2023 | Lokken Investment Group LLC | 1,794 | $790 | 12/31/2023 | SPGI | 1,794 | $790 | 12/31/2023 | Ninepoint Partners LP | 1,777 | $783 | 12/31/2023 | SPGI | 1,777 | $783 | 12/31/2023 | Aurum Wealth Management Group LLC | 1,835 | $781 | 03/31/2024 | SPGI | 1,835 | $781 | 03/31/2024 | Prudent Man Advisors LLC | 1,769 | $779 | 12/31/2023 | SPGI | 1,769 | $779 | 12/31/2023 | 9258 Wealth Management LLC | 1,758 | $774 | 12/31/2023 | SPGI | 1,758 | $774 | 12/31/2023 | Radnor Capital Management LLC | 1,818 | $773 | 03/31/2024 | SPGI | 1,818 | $773 | 03/31/2024 | Jacobsen Capital Management | 1,752 | $772 | 12/31/2023 | SPGI | 1,752 | $772 | 12/31/2023 | Mendel Capital Management LLC | 1,741 | $767 | 12/31/2023 | SPGI | 1,741 | $767 | 12/31/2023 | Aspire Wealth Management Corp | 1,739 | $766 | 12/31/2023 | SPGI | 1,739 | $766 | 12/31/2023 | Confluence Wealth Services Inc. | 1,737 | $765 | 12/31/2023 | SPGI | 1,737 | $765 | 12/31/2023 | Covenant Partners LLC | 1,735 | $764 | 12/31/2023 | SPGI | 1,735 | $764 | 12/31/2023 | Davidson Trust Co. | 1,729 | $762 | 12/31/2023 | SPGI | 1,729 | $762 | 12/31/2023 | Griffin Asset Management Inc. | 1,783 | $759 | 03/31/2024 | SPGI | 1,783 | $759 | 03/31/2024 | Columbus Macro LLC | 1,779 | $757 | 03/31/2024 | SPGI | 1,779 | $757 | 03/31/2024 | Woodstock Corp | 1,769 | $753 | 03/31/2024 | SPGI | 1,769 | $753 | 03/31/2024 | CX Institutional | 1,764 | $751 | 03/31/2024 | SPGI | 1,764 | $751 | 03/31/2024 | FUKOKU MUTUAL LIFE INSURANCE Co | 1,700 | $749 | 12/31/2023 | SPGI | 1,700 | $749 | 12/31/2023 | Waters Parkerson & CO. LLC | 1,700 | $749 | 12/31/2023 | SPGI | 1,700 | $749 | 12/31/2023 | Israel Discount Bank of New York | 1,700 | $749 | 12/31/2023 | SPGI | 1,700 | $749 | 12/31/2023 | Foster Dykema Cabot & Partners LLC | 1,698 | $748 | 12/31/2023 | SPGI | 1,698 | $748 | 12/31/2023 | Sunflower Bank N.A. | 1,756 | $747 | 03/31/2024 | SPGI | 1,756 | $747 | 03/31/2024 | Sepio Capital LP | 1,683 | $741 | 12/31/2023 | SPGI | 1,683 | $741 | 12/31/2023 | Arcadia Investment Management Corp MI | 1,680 | $740 | 12/31/2023 | SPGI | 1,680 | $740 | 12/31/2023 | Redwood Investment Management LLC | 1,645 | $738 | 12/31/2023 | SPGI | 1,645 | $738 | 12/31/2023 | Premier Path Wealth Partners LLC | 1,663 | $733 | 12/31/2023 | SPGI | 1,663 | $733 | 12/31/2023 | ERn Financial LLC | 1,720 | $732 | 03/31/2024 | SPGI | 1,720 | $732 | 03/31/2024 | My Legacy Advisors LLC | 1,687 | $732 | 12/31/2023 | SPGI | 1,687 | $732 | 12/31/2023 | Stonegate Investment Group LLC | 1,654 | $729 | 12/31/2023 | SPGI | 1,654 | $729 | 12/31/2023 | Opal Wealth Advisors LLC | 1,705 | $725 | 03/31/2024 | SPGI | 1,705 | $725 | 03/31/2024 | Wsfs Capital Management LLC | 1,636 | $721 | 12/31/2023 | SPGI | 1,636 | $721 | 12/31/2023 | Hancock Whitney Corp | 1,634 | $720 | 12/31/2023 | SPGI | 1,634 | $720 | 12/31/2023 | Ironwood Investment Counsel LLC | 1,635 | $720 | 12/31/2023 | SPGI | 1,635 | $720 | 12/31/2023 | Ramirez Asset Management Inc. | 1,629 | $718 | 12/31/2023 | SPGI | 1,629 | $718 | 12/31/2023 | PAX Financial Group LLC | 1,642 | $717 | 12/31/2023 | SPGI | 1,642 | $717 | 12/31/2023 | Baron Wealth Management LLC | 1,626 | $716 | 12/31/2023 | SPGI | 1,626 | $716 | 12/31/2023 | Virtue Capital Management LLC | 1,668 | $713 | 12/31/2023 | SPGI | 1,668 | $713 | 12/31/2023 | Circle Wealth Management LLC | 1,615 | $712 | 12/31/2023 | SPGI | 1,615 | $712 | 12/31/2023 | RiverPark Advisors LLC | 1,615 | $711 | 12/31/2023 | SPGI | 1,615 | $711 | 12/31/2023 | Fidelis Capital Partners LLC | 1,609 | $709 | 12/31/2023 | SPGI | 1,609 | $709 | 12/31/2023 | Steward Partners Investment Solutions LLC | 1,605 | $707 | 12/31/2023 | SPGI | 1,605 | $707 | 12/31/2023 | PDS Planning Inc | 1,604 | $707 | 12/31/2023 | SPGI | 1,604 | $707 | 12/31/2023 | Beach Investment Counsel Inc. PA | 1,600 | $705 | 03/31/2024 | SPGI | 1,600 | $705 | 03/31/2024 | Lincoln National Corp | 1,595 | $703 | 12/31/2023 | SPGI | 1,595 | $703 | 12/31/2023 | Kendall Capital Management | 1,595 | $703 | 12/31/2023 | SPGI | 1,595 | $703 | 12/31/2023 | ORG Partners LLC | 1,595 | $703 | 12/31/2023 | SPGI | 1,595 | $703 | 12/31/2023 | CoreFirst Bank & Trust | 1,594 | $702 | 12/31/2023 | SPGI | 1,594 | $702 | 12/31/2023 | Elevated Capital Advisors LLC | 1,639 | $697 | 03/31/2024 | SPGI | 1,639 | $697 | 03/31/2024 | Edgestream Partners L.P. | 1,581 | $696 | 12/31/2023 | SPGI | 1,581 | $696 | 12/31/2023 | Founders Financial Securities LLC | 1,619 | $689 | 03/31/2024 | SPGI | 1,619 | $689 | 03/31/2024 | Point Break Capital Management LLC | 1,540 | $678 | 12/31/2023 | SPGI | 1,540 | $678 | 12/31/2023 | FineMark National Bank & Trust | 1,537 | $677 | 12/31/2023 | SPGI | 1,537 | $677 | 12/31/2023 | Stonebrook Private Inc. | 1,532 | $675 | 12/31/2023 | SPGI | 1,532 | $675 | 12/31/2023 | Johnson Financial Group Inc. | 1,529 | $674 | 12/31/2023 | SPGI | 1,529 | $674 | 12/31/2023 | Bollard Group LLC | 1,530 | $674 | 12/31/2023 | SPGI | 1,530 | $674 | 12/31/2023 | Arkadios Wealth Advisors | 1,523 | $671 | 12/31/2023 | SPGI | 1,523 | $671 | 12/31/2023 | Moseley Investment Management Inc. | 1,570 | $668 | 03/31/2024 | SPGI | 1,570 | $668 | 03/31/2024 | Dividend Assets Capital LLC | 1,511 | $666 | 12/31/2023 | SPGI | 1,511 | $666 | 12/31/2023 | Golden State Equity Partners | 1,504 | $663 | 12/31/2023 | SPGI | 1,504 | $663 | 12/31/2023 | Spinnaker Trust | 1,497 | $659 | 12/31/2023 | SPGI | 1,497 | $659 | 12/31/2023 | Oak Harbor Wealth Partners LLC | 1,496 | $659 | 12/31/2023 | SPGI | 1,496 | $659 | 12/31/2023 | Dana Investment Advisors Inc. | 1,470 | $648 | 12/31/2023 | SPGI | 1,470 | $648 | 12/31/2023 | Vestmark Advisory Solutions Inc. | 1,451 | $639 | 12/31/2023 | SPGI | 1,451 | $639 | 12/31/2023 | Michael B. Yongue | 1,450 | $639 | 12/31/2023 | SPGI | 1,450 | $639 | 12/31/2023 | JNB Advisors LLC | 1,449 | $638 | 12/31/2023 | SPGI | 1,449 | $638 | 12/31/2023 | J. W. Coons Advisors LLC | 1,443 | $636 | 12/31/2023 | SPGI | 1,443 | $636 | 12/31/2023 | Buttonwood Financial Advisors Inc. | 1,443 | $636 | 12/31/2023 | SPGI | 1,443 | $636 | 12/31/2023 | Nova R Wealth Inc. | 1,492 | $635 | 03/31/2024 | SPGI | 1,492 | $635 | 03/31/2024 | Leavell Investment Management Inc. | 1,442 | $635 | 12/31/2023 | SPGI | 1,442 | $635 | 12/31/2023 | Symmetry Partners LLC | 1,490 | $634 | 03/31/2024 | SPGI | 1,490 | $634 | 03/31/2024 | Prossimo Advisors LLC | 1,439 | $634 | 12/31/2023 | SPGI | 1,439 | $634 | 12/31/2023 | Heritage Wealth Management Inc. Texas | 1,439 | $634 | 12/31/2023 | SPGI | 1,439 | $634 | 12/31/2023 | Avestar Capital LLC | 1,431 | $630 | 12/31/2023 | SPGI | 1,431 | $630 | 12/31/2023 | Quintet Private Bank Europe S.A. | 1,431 | $630 | 12/31/2023 | SPGI | 1,431 | $630 | 12/31/2023 | Navellier & Associates Inc | 1,426 | $628 | 12/31/2023 | SPGI | 1,426 | $628 | 12/31/2023 | Hoxton Planning & Management LLC | 1,462 | $622 | 03/31/2024 | SPGI | 1,462 | $622 | 03/31/2024 | Alpha Cubed Investments LLC | 1,409 | $621 | 12/31/2023 | SPGI | 1,409 | $621 | 12/31/2023 | Town & Country Bank & Trust CO dba First Bankers Trust CO | 1,457 | $620 | 03/31/2024 | SPGI | 1,457 | $620 | 03/31/2024 | Partners Capital Investment Group LLP | 1,407 | $620 | 12/31/2023 | SPGI | 1,407 | $620 | 12/31/2023 | Nicholas Hoffman & Company LLC. | 1,402 | $618 | 12/31/2023 | SPGI | 1,402 | $618 | 12/31/2023 | New Hampshire Trust | 1,449 | $616 | 03/31/2024 | SPGI | 1,449 | $616 | 03/31/2024 | Teza Capital Management LLC | 1,395 | $615 | 12/31/2023 | SPGI | 1,395 | $615 | 12/31/2023 | Mutual Advisors LLC | 1,396 | $615 | 12/31/2023 | SPGI | 1,396 | $615 | 12/31/2023 | IHT Wealth Management LLC | 1,389 | $612 | 12/31/2023 | SPGI | 1,389 | $612 | 12/31/2023 | Relyea Zuckerberg Hanson LLC | 1,382 | $609 | 12/31/2023 | SPGI | 1,382 | $609 | 12/31/2023 | LVW Advisors LLC | 1,428 | $608 | 03/31/2024 | SPGI | 1,428 | $608 | 03/31/2024 | Naples Global Advisors LLC | 1,374 | $605 | 12/31/2023 | SPGI | 1,374 | $605 | 12/31/2023 | Everhart Financial Group Inc. | 1,369 | $603 | 12/31/2023 | SPGI | 1,369 | $603 | 12/31/2023 | XTX Topco Ltd | 1,361 | $600 | 12/31/2023 | SPGI | 1,361 | $600 | 12/31/2023 | Verdence Capital Advisors LLC | 1,359 | $599 | 12/31/2023 | SPGI | 1,359 | $599 | 12/31/2023 | Allworth Financial LP | 1,356 | $598 | 12/31/2023 | SPGI | 1,356 | $598 | 12/31/2023 | WMS Partners LLC | 1,355 | $597 | 12/31/2023 | SPGI | 1,355 | $597 | 12/31/2023 | One Wealth Advisors LLC | 1,401 | $596 | 03/31/2024 | SPGI | 1,401 | $596 | 03/31/2024 | Threadgill Financial LLC | 1,400 | $596 | 03/31/2024 | SPGI | 1,400 | $596 | 03/31/2024 | Meritage Portfolio Management | 1,350 | $595 | 12/31/2023 | SPGI | 1,350 | $595 | 12/31/2023 | Hollencrest Capital Management | 1,351 | $595 | 12/31/2023 | SPGI | 1,351 | $595 | 12/31/2023 | United Community Bank | 1,350 | $595 | 12/31/2023 | SPGI | 1,350 | $595 | 12/31/2023 | Smartleaf Asset Management LLC | 1,330 | $594 | 12/31/2023 | SPGI | 1,330 | $594 | 12/31/2023 | Catalytic Wealth RIA LLC | 1,343 | $592 | 12/31/2023 | SPGI | 1,343 | $592 | 12/31/2023 | Tilt Investment Management Holdings PBC | 1,327 | $585 | 12/31/2023 | SPGI | 1,327 | $585 | 12/31/2023 | Richard W. Paul & Associates LLC | 1,319 | $581 | 12/31/2023 | SPGI | 1,319 | $581 | 12/31/2023 | Trust Point Inc. | 1,311 | $578 | 12/31/2023 | SPGI | 1,311 | $578 | 12/31/2023 | Camden Capital LLC | 1,306 | $575 | 12/31/2023 | SPGI | 1,306 | $575 | 12/31/2023 | Royal Capital Wealth Management LLC | 1,300 | $573 | 12/31/2023 | SPGI | 1,300 | $573 | 12/31/2023 | Leo Wealth LLC | 1,296 | $569 | 12/31/2023 | SPGI | 1,296 | $569 | 12/31/2023 | Insigneo Advisory Services LLC | 1,290 | $568 | 12/31/2023 | SPGI | 1,290 | $568 | 12/31/2023 | Trueblood Wealth Management LLC | 1,284 | $566 | 12/31/2023 | SPGI | 1,284 | $566 | 12/31/2023 | Orrstown Financial Services Inc. | 1,312 | $558 | 03/31/2024 | SPGI | 1,312 | $558 | 03/31/2024 | Axxcess Wealth Management LLC | 1,253 | $552 | 12/31/2023 | SPGI | 1,253 | $552 | 12/31/2023 | Pinnacle Wealth Management Advisory Group LLC | 1,246 | $549 | 12/31/2023 | SPGI | 1,246 | $549 | 12/31/2023 | Country Club Bank GFN | 1,238 | $547 | 12/31/2023 | SPGI | 1,238 | $547 | 12/31/2023 | Founders Financial Alliance LLC | 1,240 | $546 | 12/31/2023 | SPGI | 1,240 | $546 | 12/31/2023 | Moneta Group Investment Advisors LLC | 1,230 | $542 | 12/31/2023 | SPGI | 1,230 | $542 | 12/31/2023 | Wambolt & Associates LLC | 1,229 | $541 | 12/31/2023 | SPGI | 1,229 | $541 | 12/31/2023 | Little House Capital LLC | 1,270 | $540 | 03/31/2024 | SPGI | 1,270 | $540 | 03/31/2024 | Simon Quick Advisors LLC | 1,226 | $540 | 12/31/2023 | SPGI | 1,226 | $540 | 12/31/2023 | Wallace Advisory Group LLC | 1,219 | $537 | 03/31/2024 | SPGI | 1,219 | $537 | 03/31/2024 | Westwood Holdings Group Inc. | 1,220 | $537 | 12/31/2023 | SPGI | 1,220 | $537 | 12/31/2023 | Joule Financial LLC | 1,218 | $537 | 12/31/2023 | SPGI | 1,218 | $537 | 12/31/2023 | Engineers Gate Manager LP | 1,214 | $535 | 12/31/2023 | SPGI | 1,214 | $535 | 12/31/2023 | Crestmont Private Wealth LLC | 1,253 | $533 | 03/31/2024 | SPGI | 1,253 | $533 | 03/31/2024 | Magellan Asset Management Ltd | 1,205 | $531 | 12/31/2023 | SPGI | 1,205 | $531 | 12/31/2023 | Ameliora Wealth Management Ltd. | 1,245 | $530 | 03/31/2024 | SPGI | 1,245 | $530 | 03/31/2024 | Lombard Odier Asset Management USA Corp | 1,200 | $529 | 12/31/2023 | SPGI | 1,200 | $529 | 12/31/2023 | Level Four Advisory Services LLC | 1,199 | $528 | 12/31/2023 | SPGI | 1,199 | $528 | 12/31/2023 | Smithfield Trust Co. | 1,200 | $525 | 12/31/2023 | SPGI | 1,200 | $525 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 1,185 | $522 | 12/31/2023 | SPGI | 1,185 | $522 | 12/31/2023 | Ameritas Advisory Services LLC | 1,193 | $522 | 12/31/2023 | SPGI | 1,193 | $522 | 12/31/2023 | Diversified Trust Co | 1,225 | $521 | 03/31/2024 | SPGI | 1,225 | $521 | 03/31/2024 | Point72 Europe London LLP | 1,183 | $521 | 12/31/2023 | SPGI | 1,183 | $521 | 12/31/2023 | Ferguson Wellman Capital Management Inc. | 1,222 | $520 | 03/31/2024 | SPGI | 1,222 | $520 | 03/31/2024 | Heritage Wealth Management LLC | 1,180 | $520 | 12/31/2023 | SPGI | 1,180 | $520 | 12/31/2023 | Sigma Planning Corp | 1,176 | $518 | 12/31/2023 | SPGI | 1,176 | $518 | 12/31/2023 | Institute for Wealth Management LLC. | 1,174 | $517 | 12/31/2023 | SPGI | 1,174 | $517 | 12/31/2023 | LWM Advisory Services LLC | 1,173 | $517 | 12/31/2023 | SPGI | 1,173 | $517 | 12/31/2023 | Waterloo Capital L.P. | 1,170 | $515 | 12/31/2023 | SPGI | 1,170 | $515 | 12/31/2023 | Wesbanco Bank Inc. | 1,163 | $512 | 12/31/2023 | SPGI | 1,163 | $512 | 12/31/2023 | TCG Advisory Services LLC | 1,163 | $512 | 12/31/2023 | SPGI | 1,163 | $512 | 12/31/2023 | First Interstate Bank | 1,155 | $509 | 12/31/2023 | SPGI | 1,155 | $509 | 12/31/2023 | Gilbert & Cook Inc. | 1,152 | $507 | 12/31/2023 | SPGI | 1,152 | $507 | 12/31/2023 | Coho Partners Ltd. | 1,149 | $506 | 12/31/2023 | SPGI | 1,149 | $506 | 12/31/2023 | CWS Financial Advisors LLC | 1,149 | $506 | 12/31/2023 | SPGI | 1,149 | $506 | 12/31/2023 | Harbor Investment Advisory LLC | 1,188 | $505 | 03/31/2024 | SPGI | 1,188 | $505 | 03/31/2024 | Nilsine Partners LLC | 1,144 | $504 | 12/31/2023 | SPGI | 1,144 | $504 | 12/31/2023 | First Affirmative Financial Network | 1,183 | $503 | 03/31/2024 | SPGI | 1,183 | $503 | 03/31/2024 | 1776 Wealth LLC | 1,134 | $500 | 12/31/2023 | SPGI | 1,134 | $500 | 12/31/2023 | Beacon Bridge Wealth Partners LLC | 1,134 | $499 | 12/31/2023 | SPGI | 1,134 | $499 | 12/31/2023 | S.E.E.D. Planning Group LLC | 1,171 | $498 | 03/31/2024 | SPGI | 1,171 | $498 | 03/31/2024 | Tilia Fiduciary Partners Inc. | 1,172 | $498 | 03/31/2024 | SPGI | 1,172 | $498 | 03/31/2024 | Allred Capital Management LLC | 1,168 | $497 | 03/31/2024 | SPGI | 1,168 | $497 | 03/31/2024 | Centerpoint Advisors LLC | 1,127 | $496 | 12/31/2023 | SPGI | 1,127 | $496 | 12/31/2023 | Keel Point LLC | 1,162 | $495 | 03/31/2024 | SPGI | 1,162 | $495 | 03/31/2024 | Oak Thistle LLC | 1,161 | $494 | 03/31/2024 | SPGI | 1,161 | $494 | 03/31/2024 | Everpar Advisors LLC | 1,121 | $494 | 12/31/2023 | SPGI | 1,121 | $494 | 12/31/2023 | Sheaff Brock Investment Advisors LLC | 1,117 | $492 | 12/31/2023 | SPGI | 1,117 | $492 | 12/31/2023 | Smith Shellnut Wilson LLC ADV | 1,114 | $491 | 12/31/2023 | SPGI | 1,114 | $491 | 12/31/2023 | Legacy Financial Advisors Inc. | 1,112 | $490 | 12/31/2023 | SPGI | 1,112 | $490 | 12/31/2023 | Procyon Private Wealth Partners LLC | 1,141 | $486 | 03/31/2024 | SPGI | 1,141 | $486 | 03/31/2024 | JGP Global Gestao de Recursos Ltda. | 1,100 | $485 | 12/31/2023 | SPGI | 1,100 | $485 | 12/31/2023 | Industrial Alliance Investment Management Inc. | 1,100 | $485 | 12/31/2023 | SPGI | 1,100 | $485 | 12/31/2023 | Invenio Wealth Partners LLC | 1,097 | $483 | 12/31/2023 | SPGI | 1,097 | $483 | 12/31/2023 | Sunbelt Securities Inc. | 1,133 | $482 | 03/31/2024 | SPGI | 1,133 | $482 | 03/31/2024 | Elgethun Capital Management | 1,083 | $477 | 12/31/2023 | SPGI | 1,083 | $477 | 12/31/2023 | Welch & Forbes LLC | 1,070 | $471 | 12/31/2023 | SPGI | 1,070 | $471 | 12/31/2023 | ICW Investment Advisors LLC | 1,067 | $470 | 12/31/2023 | SPGI | 1,067 | $470 | 12/31/2023 | PFG Investments LLC | 1,065 | $469 | 12/31/2023 | SPGI | 1,065 | $469 | 12/31/2023 | DRW Securities LLC | 1,062 | $468 | 12/31/2023 | SPGI | 1,062 | $468 | 12/31/2023 | Proficio Capital Partners LLC | 1,062 | $468 | 12/31/2023 | SPGI | 1,062 | $468 | 12/31/2023 | West Michigan Advisors LLC | 1,060 | $467 | 12/31/2023 | SPGI | 1,060 | $467 | 12/31/2023 | Fifth Third Wealth Advisors LLC | 1,096 | $466 | 03/31/2024 | SPGI | 1,096 | $466 | 03/31/2024 | Shulman DeMeo Asset Management LLC | 1,086 | $462 | 03/31/2024 | SPGI | 1,086 | $462 | 03/31/2024 | Park Place Capital Corp | 1,083 | $461 | 03/31/2024 | SPGI | 1,083 | $461 | 03/31/2024 | Callan Capital LLC | 1,042 | $459 | 12/31/2023 | SPGI | 1,042 | $459 | 12/31/2023 | Carnegie Capital Asset Management LLC | 1,035 | $456 | 12/31/2023 | SPGI | 1,035 | $456 | 12/31/2023 | Chicago Partners Investment Group LLC | 1,023 | $456 | 12/31/2023 | SPGI | 1,023 | $456 | 12/31/2023 | L2 Asset Management LLC | 1,030 | $454 | 12/31/2023 | SPGI | 1,030 | $454 | 12/31/2023 | Abbrea Capital LLC | 1,027 | $452 | 12/31/2023 | SPGI | 1,027 | $452 | 12/31/2023 | Rosenblum Silverman Sutton S F Inc. CA | 1,024 | $451 | 12/31/2023 | SPGI | 1,024 | $451 | 12/31/2023 | Emerald Advisers LLC | 1,023 | $451 | 12/31/2023 | SPGI | 1,023 | $451 | 12/31/2023 | KC Investment Advisors LLC | 1,022 | $450 | 12/31/2023 | SPGI | 1,022 | $450 | 12/31/2023 | West Family Investments Inc. | 1,020 | $449 | 12/31/2023 | SPGI | 1,020 | $449 | 12/31/2023 | Applied Capital LLC FL | 1,052 | $448 | 03/31/2024 | SPGI | 1,052 | $448 | 03/31/2024 | Kingswood Wealth Advisors LLC | 1,047 | $445 | 03/31/2024 | SPGI | 1,047 | $445 | 03/31/2024 | LGT Fund Management Co Ltd. | 1,000 | $442 | 12/31/2023 | SPGI | 1,000 | $442 | 12/31/2023 | Headinvest LLC | 1,002 | $441 | 12/31/2023 | SPGI | 1,002 | $441 | 12/31/2023 | Community Bank N.A. | 1,001 | $441 | 12/31/2023 | SPGI | 1,001 | $441 | 12/31/2023 | Catalyst Financial Partners LLC | 999 | $440 | 12/31/2023 | SPGI | 999 | $440 | 12/31/2023 | Drive Wealth Management LLC | 998 | $439 | 12/31/2023 | SPGI | 998 | $439 | 12/31/2023 | Obermeyer Wood Investment Counsel Lllp | 988 | $435 | 12/31/2023 | SPGI | 988 | $435 | 12/31/2023 | Parkside Financial Bank & Trust | 986 | $434 | 12/31/2023 | SPGI | 986 | $434 | 12/31/2023 | CNB Bank | 980 | $432 | 12/31/2023 | SPGI | 980 | $432 | 12/31/2023 | Vicus Capital | 1,009 | $429 | 03/31/2024 | SPGI | 1,009 | $429 | 03/31/2024 | Lakeview Capital Partners LLC | 973 | $428 | 12/31/2023 | SPGI | 973 | $428 | 12/31/2023 | Regent Peak Wealth Advisors LLC | 966 | $426 | 12/31/2023 | SPGI | 966 | $426 | 12/31/2023 | Ayrshire Capital Management LLC | 1,000 | $425 | 03/31/2024 | SPGI | 1,000 | $425 | 03/31/2024 | Koss Olinger Consulting LLC | 1,000 | $425 | 03/31/2024 | SPGI | 1,000 | $425 | 03/31/2024 | Stratos Wealth Advisors LLC | 994 | $423 | 03/31/2024 | SPGI | 994 | $423 | 03/31/2024 | Commerzbank Aktiengesellschaft FI | 957 | $422 | 12/31/2023 | SPGI | 957 | $422 | 12/31/2023 | Richardson Financial Services Inc. | 956 | $421 | 12/31/2023 | SPGI | 956 | $421 | 12/31/2023 | Fiduciary Group LLC | 950 | $418 | 12/31/2023 | SPGI | 950 | $418 | 12/31/2023 | Winthrop Capital Management LLC | 944 | $416 | 12/31/2023 | SPGI | 944 | $416 | 12/31/2023 | Modera Wealth Management LLC | 938 | $413 | 12/31/2023 | SPGI | 938 | $413 | 12/31/2023 | Principle Wealth Partners LLC | 938 | $413 | 12/31/2023 | SPGI | 938 | $413 | 12/31/2023 | Gladstone Institutional Advisory LLC | 936 | $412 | 12/31/2023 | SPGI | 936 | $412 | 12/31/2023 | Berry Wealth Group LP | 935 | $412 | 12/31/2023 | SPGI | 935 | $412 | 12/31/2023 | Consolidated Portfolio Review Corp | 926 | $408 | 12/31/2023 | SPGI | 926 | $408 | 12/31/2023 | Cornerstone Wealth Advisors Inc. | 955 | $406 | 03/31/2024 | SPGI | 955 | $406 | 03/31/2024 | Alpha Family Trust | 920 | $405 | 12/31/2023 | SPGI | 920 | $405 | 12/31/2023 | SeaCrest Wealth Management LLC | 949 | $404 | 03/31/2024 | SPGI | 949 | $404 | 03/31/2024 | Allstate Corp | 917 | $404 | 12/31/2023 | SPGI | 917 | $404 | 12/31/2023 | Fulton Bank N.A. | 947 | $403 | 03/31/2024 | SPGI | 947 | $403 | 03/31/2024 | Strategic Blueprint LLC | 915 | $403 | 12/31/2023 | SPGI | 915 | $403 | 12/31/2023 | LM Advisors LLC | 905 | $399 | 12/31/2023 | SPGI | 905 | $399 | 12/31/2023 | Sivia Capital Partners LLC | 904 | $398 | 12/31/2023 | SPGI | 904 | $398 | 12/31/2023 | Aspiriant LLC | 934 | $397 | 03/31/2024 | SPGI | 934 | $397 | 03/31/2024 | D. B. Root & Company LLC | 933 | $397 | 03/31/2024 | SPGI | 933 | $397 | 03/31/2024 | Alta Advisers Ltd | 900 | $396 | 12/31/2023 | SPGI | 900 | $396 | 12/31/2023 | Covenant Asset Management LLC | 900 | $396 | 12/31/2023 | SPGI | 900 | $396 | 12/31/2023 | Kathmere Capital Management LLC | 929 | $395 | 03/31/2024 | SPGI | 929 | $395 | 03/31/2024 | Quent Capital LLC | 897 | $395 | 12/31/2023 | SPGI | 897 | $395 | 12/31/2023 | Integrated Advisors Network LLC | 894 | $394 | 12/31/2023 | SPGI | 894 | $394 | 12/31/2023 | Cornerstone Wealth Management LLC | 891 | $393 | 12/31/2023 | SPGI | 891 | $393 | 12/31/2023 | Private Portfolio Partners LLC | 893 | $393 | 12/31/2023 | SPGI | 893 | $393 | 12/31/2023 | Transamerica Financial Advisors Inc. | 889 | $392 | 12/31/2023 | SPGI | 889 | $392 | 12/31/2023 | Everett Harris & Co. CA | 888 | $391 | 12/31/2023 | SPGI | 888 | $391 | 12/31/2023 | Woodline Partners LP | 888 | $391 | 12/31/2023 | SPGI | 888 | $391 | 12/31/2023 | Marietta Investment Partners LLC | 878 | $387 | 12/31/2023 | SPGI | 878 | $387 | 12/31/2023 | Bank of Stockton | 875 | $387 | 12/31/2023 | SPGI | 875 | $387 | 12/31/2023 | Houlihan Financial Resource Group Ltd. | 879 | $387 | 12/31/2023 | SPGI | 879 | $387 | 12/31/2023 | Prosperity Financial Group Inc. | 867 | $382 | 12/31/2023 | SPGI | 867 | $382 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 861 | $379 | 12/31/2023 | SPGI | 861 | $379 | 12/31/2023 | StrategIQ Financial Group LLC | 858 | $378 | 12/31/2023 | SPGI | 858 | $378 | 12/31/2023 | Riverwater Partners LLC | 857 | $378 | 12/31/2023 | SPGI | 857 | $378 | 12/31/2023 | Reuter James Wealth Management LLC | 856 | $377 | 12/31/2023 | SPGI | 856 | $377 | 12/31/2023 | Howard Capital Management Group LLC | 883 | $376 | 03/31/2024 | SPGI | 883 | $376 | 03/31/2024 | Jackson Square Capital LLC | 878 | $374 | 03/31/2024 | SPGI | 878 | $374 | 03/31/2024 | CoreCap Advisors LLC | 846 | $373 | 12/31/2023 | SPGI | 846 | $373 | 12/31/2023 | Philadelphia Trust Co. | 845 | $372 | 12/31/2023 | SPGI | 845 | $372 | 12/31/2023 | JJJ Advisors Inc. | 872 | $371 | 03/31/2024 | SPGI | 872 | $371 | 03/31/2024 | Sage Mountain Advisors LLC | 841 | $370 | 12/31/2023 | SPGI | 841 | $370 | 12/31/2023 | Portside Wealth Group LLC | 864 | $368 | 03/31/2024 | SPGI | 864 | $368 | 03/31/2024 | Meadow Creek Wealth Advisors LLC | 836 | $368 | 12/31/2023 | SPGI | 836 | $368 | 12/31/2023 | Eqis Capital Management Inc. | 834 | $367 | 12/31/2023 | SPGI | 834 | $367 | 12/31/2023 | Triad Investment Management | 861 | $366 | 03/31/2024 | SPGI | 861 | $366 | 03/31/2024 | Linscomb & Williams Inc. | 831 | $366 | 12/31/2023 | SPGI | 831 | $366 | 12/31/2023 | Acima Private Wealth LLC | 826 | $364 | 12/31/2023 | SPGI | 826 | $364 | 12/31/2023 | Ironwood Investment Management LLC | 816 | $359 | 12/31/2023 | SPGI | 816 | $359 | 12/31/2023 | Hoylecohen LLC | 812 | $358 | 12/31/2023 | SPGI | 812 | $358 | 12/31/2023 | Livforsakringsbolaget Skandia Omsesidigt | 810 | $357 | 12/31/2023 | SPGI | 810 | $357 | 12/31/2023 | Epic Trust Investment Advisors LLC | 810 | $357 | 12/31/2023 | SPGI | 810 | $357 | 12/31/2023 | Matthew Goff Investment Advisor LLC | 836 | $356 | 03/31/2024 | SPGI | 836 | $356 | 03/31/2024 | Capital Asset Advisory Services LLC | 823 | $355 | 03/31/2024 | SPGI | 823 | $355 | 03/31/2024 | Meridian Investment Counsel Inc. | 805 | $355 | 12/31/2023 | SPGI | 805 | $355 | 12/31/2023 | Change Path LLC | 805 | $355 | 12/31/2023 | SPGI | 805 | $355 | 12/31/2023 | Childress Capital Advisors LLC | 806 | $355 | 12/31/2023 | SPGI | 806 | $355 | 12/31/2023 | 3Chopt Investment Partners LLC | 803 | $354 | 12/31/2023 | SPGI | 803 | $354 | 12/31/2023 | Financial Network Wealth Management LLC | 800 | $352 | 12/31/2023 | SPGI | 800 | $352 | 12/31/2023 | Retirement Solution Inc. | 800 | $352 | 12/31/2023 | SPGI | 800 | $352 | 12/31/2023 | Pekin Hardy Strauss Inc. | 797 | $351 | 12/31/2023 | SPGI | 797 | $351 | 12/31/2023 | Waddell & Associates LLC | 797 | $351 | 12/31/2023 | SPGI | 797 | $351 | 12/31/2023 | Wrapmanager Inc. | 793 | $349 | 12/31/2023 | SPGI | 793 | $349 | 12/31/2023 | Curi Capital | 792 | $349 | 12/31/2023 | SPGI | 792 | $349 | 12/31/2023 | Banco BTG Pactual S.A. | 780 | $345 | 12/31/2023 | SPGI | 780 | $345 | 12/31/2023 | Atlantic Trust LLC | 774 | $341 | 12/31/2023 | SPGI | 774 | $341 | 12/31/2023 | Azimuth Capital Investment Management LLC | 775 | $341 | 12/31/2023 | SPGI | 775 | $341 | 12/31/2023 | J. L. Bainbridge & Co. Inc. | 771 | $340 | 12/31/2023 | SPGI | 771 | $340 | 12/31/2023 | Jump Financial LLC | 772 | $340 | 12/31/2023 | SPGI | 772 | $340 | 12/31/2023 | Family Wealth Group LLC | 773 | $340 | 12/31/2023 | SPGI | 773 | $340 | 12/31/2023 | Anchor Capital Advisors LLC | 766 | $337 | 12/31/2023 | SPGI | 766 | $337 | 12/31/2023 | Taurus Asset Management LLC | 766 | $337 | 12/31/2023 | SPGI | 766 | $337 | 12/31/2023 | Optas LLC | 789 | $336 | 03/31/2024 | SPGI | 789 | $336 | 03/31/2024 | Oarsman Capital Inc. | 763 | $336 | 12/31/2023 | SPGI | 763 | $336 | 12/31/2023 | Mill Creek Capital Advisors LLC | 761 | $335 | 12/31/2023 | SPGI | 761 | $335 | 12/31/2023 | Symphony Financial Ltd. Co. | 783 | $333 | 03/31/2024 | SPGI | 783 | $333 | 03/31/2024 | Endowment Wealth Management Inc. | 755 | $332 | 12/31/2023 | SPGI | 755 | $332 | 12/31/2023 | Sontag Advisory LLC | 751 | $331 | 12/31/2023 | SPGI | 751 | $331 | 12/31/2023 | Ledyard National Bank | 749 | $330 | 12/31/2023 | SPGI | 749 | $330 | 12/31/2023 | Violich Capital Management Inc. | 750 | $330 | 12/31/2023 | SPGI | 750 | $330 | 12/31/2023 | Ascent Wealth Partners LLC | 749 | $330 | 12/31/2023 | SPGI | 749 | $330 | 12/31/2023 | Somerset Group LLC | 750 | $330 | 12/31/2023 | SPGI | 750 | $330 | 12/31/2023 | Burford Brothers Inc. | 749 | $330 | 12/31/2023 | SPGI | 749 | $330 | 12/31/2023 | LB Partners LLC | 750 | $330 | 12/31/2023 | SPGI | 750 | $330 | 12/31/2023 | Signal Advisors Wealth LLC | 773 | $329 | 03/31/2024 | SPGI | 773 | $329 | 03/31/2024 | 180 Wealth Advisors LLC | 769 | $327 | 03/31/2024 | SPGI | 769 | $327 | 03/31/2024 | Capital Advisors Ltd. LLC | 765 | $326 | 03/31/2024 | SPGI | 765 | $326 | 03/31/2024 | Warren Averett Asset Management LLC | 740 | $326 | 12/31/2023 | SPGI | 740 | $326 | 12/31/2023 | Strategy Asset Managers LLC | 738 | $325 | 12/31/2023 | SPGI | 738 | $325 | 12/31/2023 | Simmons Bank | 738 | $325 | 12/31/2023 | SPGI | 738 | $325 | 12/31/2023 | Capital Planning Advisors LLC | 736 | $324 | 12/31/2023 | SPGI | 736 | $324 | 12/31/2023 | Legacy Advisors LLC | 735 | $324 | 12/31/2023 | SPGI | 735 | $324 | 12/31/2023 | ArrowMark Colorado Holdings LLC | 731 | $322 | 12/31/2023 | SPGI | 731 | $322 | 12/31/2023 | Gainplan LLC | 732 | $322 | 12/31/2023 | SPGI | 732 | $322 | 12/31/2023 | Concord Wealth Partners | 727 | $320 | 12/31/2023 | SPGI | 727 | $320 | 12/31/2023 | Osborne Partners Capital Management LLC | 725 | $319 | 12/31/2023 | SPGI | 725 | $319 | 12/31/2023 | Patten & Patten Inc. TN | 724 | $319 | 12/31/2023 | SPGI | 724 | $319 | 12/31/2023 | Burney Co. | 720 | $317 | 12/31/2023 | SPGI | 720 | $317 | 12/31/2023 | Nwam LLC | 717 | $316 | 12/31/2023 | SPGI | 717 | $316 | 12/31/2023 | Mayflower Financial Advisors LLC | 714 | $315 | 12/31/2023 | SPGI | 714 | $315 | 12/31/2023 | Revisor Wealth Management LLC | 713 | $314 | 12/31/2023 | SPGI | 713 | $314 | 12/31/2023 | First Trust Investment Solutions L.P. | 713 | $314 | 12/31/2023 | SPGI | 713 | $314 | 12/31/2023 | Integrated Investment Consultants LLC | 736 | $313 | 03/31/2024 | SPGI | 736 | $313 | 03/31/2024 | Northwest Bancshares Inc. | 710 | $313 | 12/31/2023 | SPGI | 710 | $313 | 12/31/2023 | Sculati Wealth Management LLC | 709 | $312 | 12/31/2023 | SPGI | 709 | $312 | 12/31/2023 | Eclectic Associates Inc. ADV | 702 | $309 | 12/31/2023 | SPGI | 702 | $309 | 12/31/2023 | Carr Financial Group Corp | 701 | $309 | 12/31/2023 | SPGI | 701 | $309 | 12/31/2023 | New Century Financial Group LLC | 702 | $309 | 12/31/2023 | SPGI | 702 | $309 | 12/31/2023 | Sandler Capital Management | 700 | $308 | 12/31/2023 | SPGI | 700 | $308 | 12/31/2023 | Samalin Investment Counsel LLC | 699 | $308 | 12/31/2023 | SPGI | 699 | $308 | 12/31/2023 | Barnes Pettey Financial Advisors LLC | 698 | $307 | 12/31/2023 | SPGI | 698 | $307 | 12/31/2023 | M&R Capital Management Inc. | 720 | $305 | 03/31/2024 | SPGI | 720 | $305 | 03/31/2024 | City State Bank | 717 | $305 | 03/31/2024 | SPGI | 717 | $305 | 03/31/2024 | Biltmore Family Office LLC | 692 | $305 | 12/31/2023 | SPGI | 692 | $305 | 12/31/2023 | Sound Financial Strategies Group LLC | 690 | $304 | 12/31/2023 | SPGI | 690 | $304 | 12/31/2023 | Wellington Wealth Strategies LLC. | 691 | $304 | 12/31/2023 | SPGI | 691 | $304 | 12/31/2023 | Morris Retirement Advisors LLC | 686 | $302 | 12/31/2023 | SPGI | 686 | $302 | 12/31/2023 | Boit C F David | 700 | $301 | 12/31/2023 | SPGI | 700 | $301 | 12/31/2023 | Veracity Capital LLC | 683 | $301 | 12/31/2023 | SPGI | 683 | $301 | 12/31/2023 | MJP Associates Inc. ADV | 706 | $300 | 03/31/2024 | SPGI | 706 | $300 | 03/31/2024 | Ifrah Financial Services Inc. | 680 | $300 | 12/31/2023 | SPGI | 680 | $300 | 12/31/2023 | Asahi Life Asset Management CO. LTD. | 680 | $300 | 12/31/2023 | SPGI | 680 | $300 | 12/31/2023 | Wealth Architects LLC | 678 | $299 | 12/31/2023 | SPGI | 678 | $299 | 12/31/2023 | Bell Investment Advisors Inc | 678 | $299 | 12/31/2023 | SPGI | 678 | $299 | 12/31/2023 | Aprio Wealth Management LLC | 699 | $297 | 03/31/2024 | SPGI | 699 | $297 | 03/31/2024 | AMG National Trust Bank | 675 | $297 | 12/31/2023 | SPGI | 675 | $297 | 12/31/2023 | Grove Bank & Trust | 675 | $297 | 12/31/2023 | SPGI | 675 | $297 | 12/31/2023 | CVA Family Office LLC | 696 | $296 | 03/31/2024 | SPGI | 696 | $296 | 03/31/2024 | Appleton Partners Inc. MA | 694 | $295 | 03/31/2024 | SPGI | 694 | $295 | 03/31/2024 | Wealthcare Advisory Partners LLC | 693 | $295 | 03/31/2024 | SPGI | 693 | $295 | 03/31/2024 | Shufro Rose & Co. LLC | 667 | $294 | 12/31/2023 | SPGI | 667 | $294 | 12/31/2023 | Sand Hill Global Advisors LLC | 666 | $293 | 12/31/2023 | SPGI | 666 | $293 | 12/31/2023 | Eagle Bay Advisors LLC | 660 | $291 | 12/31/2023 | SPGI | 660 | $291 | 12/31/2023 | Global Retirement Partners LLC | 664 | $290 | 12/31/2023 | SPGI | 664 | $290 | 12/31/2023 | Corundum Group Inc. | 680 | $289 | 03/31/2024 | SPGI | 680 | $289 | 03/31/2024 | Oxford Asset Management LLP | 656 | $289 | 12/31/2023 | SPGI | 656 | $289 | 12/31/2023 | Goodman Advisory Group LLC | 656 | $289 | 12/31/2023 | SPGI | 656 | $289 | 12/31/2023 | Stablepoint Partners LLC | 653 | $288 | 12/31/2023 | SPGI | 653 | $288 | 12/31/2023 | Jennison Associates LLC | 651 | $287 | 12/31/2023 | SPGI | 651 | $287 | 12/31/2023 | Rock Point Advisors LLC | 650 | $286 | 12/31/2023 | SPGI | 650 | $286 | 12/31/2023 | Alera Investment Advisors LLC | 647 | $285 | 12/31/2023 | SPGI | 647 | $285 | 12/31/2023 | Smart Money Group LLC | 641 | $282 | 12/31/2023 | SPGI | 641 | $282 | 12/31/2023 | Jaffetilchin Investment Partners LLC | 637 | $281 | 12/31/2023 | SPGI | 637 | $281 | 12/31/2023 | Darwin Advisors LLC | 638 | $281 | 12/31/2023 | SPGI | 638 | $281 | 12/31/2023 | MQS Management LLC | 638 | $281 | 12/31/2023 | SPGI | 638 | $281 | 12/31/2023 | Northstar Asset Management LLC | 633 | $279 | 12/31/2023 | SPGI | 633 | $279 | 12/31/2023 | Pasadena Private Wealth LLC | 653 | $278 | 03/31/2024 | SPGI | 653 | $278 | 03/31/2024 | Compass Wealth Management LLC | 653 | $278 | 03/31/2024 | SPGI | 653 | $278 | 03/31/2024 | TFC Financial Management | 630 | $278 | 12/31/2023 | SPGI | 630 | $278 | 12/31/2023 | Canopy Partners LLC | 631 | $278 | 12/31/2023 | SPGI | 631 | $278 | 12/31/2023 | Romano Brothers AND Company | 651 | $277 | 03/31/2024 | SPGI | 651 | $277 | 03/31/2024 | David R. Rahn & Associates Inc. | 651 | $277 | 03/31/2024 | SPGI | 651 | $277 | 03/31/2024 | BKD Wealth Advisors LLC | 627 | $276 | 12/31/2023 | SPGI | 627 | $276 | 12/31/2023 | VeraBank N.A. | 626 | $276 | 12/31/2023 | SPGI | 626 | $276 | 12/31/2023 | Vista Wealth Management Group LLC | 620 | $273 | 12/31/2023 | SPGI | 620 | $273 | 12/31/2023 | Manchester Capital Management LLC | 618 | $272 | 12/31/2023 | SPGI | 618 | $272 | 12/31/2023 | Busey Wealth Management | 611 | $269 | 12/31/2023 | SPGI | 611 | $269 | 12/31/2023 | VisionPoint Advisory Group LLC | 611 | $269 | 12/31/2023 | SPGI | 611 | $269 | 12/31/2023 | Gould Asset Management LLC CA | 608 | $268 | 12/31/2023 | SPGI | 608 | $268 | 12/31/2023 | Salem Investment Counselors Inc. | 623 | $265 | 03/31/2024 | SPGI | 623 | $265 | 03/31/2024 | Provence Wealth Management Group | 601 | $265 | 12/31/2023 | SPGI | 601 | $265 | 12/31/2023 | Tyche Wealth Partners LLC | 602 | $265 | 12/31/2023 | SPGI | 602 | $265 | 12/31/2023 | Goldstein Advisors LLC | 599 | $264 | 12/31/2023 | SPGI | 599 | $264 | 12/31/2023 | Wellspring Financial Advisors LLC | 594 | $262 | 12/31/2023 | SPGI | 594 | $262 | 12/31/2023 | ML & R Wealth Management LLC | 594 | $262 | 12/31/2023 | SPGI | 594 | $262 | 12/31/2023 | Compass Ion Advisors LLC | 607 | $258 | 03/31/2024 | SPGI | 607 | $258 | 03/31/2024 | StrongBox Wealth LLC | 585 | $258 | 12/31/2023 | SPGI | 585 | $258 | 12/31/2023 | Red Door Wealth Management LLC | 605 | $257 | 03/31/2024 | SPGI | 605 | $257 | 03/31/2024 | Focus Financial Network Inc. ADV | 582 | $256 | 12/31/2023 | SPGI | 582 | $256 | 12/31/2023 | BSW Wealth Partners | 582 | $256 | 12/31/2023 | SPGI | 582 | $256 | 12/31/2023 | Great Valley Advisor Group Inc. | 581 | $256 | 12/31/2023 | SPGI | 581 | $256 | 12/31/2023 | Ruggaard & Associates LLC | 580 | $256 | 12/31/2023 | SPGI | 580 | $256 | 12/31/2023 | Kovitz Investment Group Partners LLC | 577 | $254 | 12/31/2023 | SPGI | 577 | $254 | 12/31/2023 | Peterson Wealth Services | 577 | $254 | 12/31/2023 | SPGI | 577 | $254 | 12/31/2023 | Courage Miller Partners LLC | 595 | $253 | 03/31/2024 | SPGI | 595 | $253 | 03/31/2024 | Traveka Wealth LLC | 594 | $253 | 03/31/2024 | SPGI | 594 | $253 | 03/31/2024 | Convergence Investment Partners LLC | 574 | $253 | 12/31/2023 | SPGI | 574 | $253 | 12/31/2023 | Affinity Capital Advisors LLC | 588 | $250 | 03/31/2024 | SPGI | 588 | $250 | 03/31/2024 | IVC Wealth Advisors LLC | 567 | $250 | 12/31/2023 | SPGI | 567 | $250 | 12/31/2023 | Diversified Portfolios Inc. | 566 | $249 | 12/31/2023 | SPGI | 566 | $249 | 12/31/2023 | Spouting Rock Asset Management LLC | 565 | $249 | 12/31/2023 | SPGI | 565 | $249 | 12/31/2023 | Healthcare of Ontario Pension Plan Trust Fund | 562 | $248 | 12/31/2023 | SPGI | 562 | $248 | 12/31/2023 | Rosenbaum Jay D. | 563 | $248 | 12/31/2023 | SPGI | 563 | $248 | 12/31/2023 | Venture Visionary Partners LLC | 562 | $248 | 12/31/2023 | SPGI | 562 | $248 | 12/31/2023 | Atomi Financial Group Inc. | 559 | $246 | 12/31/2023 | SPGI | 559 | $246 | 12/31/2023 | Capital Market Strategies LLC | 575 | $245 | 03/31/2024 | SPGI | 575 | $245 | 03/31/2024 | Sound View Wealth Advisors Group LLC | 556 | $245 | 12/31/2023 | SPGI | 556 | $245 | 12/31/2023 | Journey Strategic Wealth LLC | 551 | $243 | 12/31/2023 | SPGI | 551 | $243 | 12/31/2023 | Forbes J M & Co. LLP | 569 | $242 | 03/31/2024 | SPGI | 569 | $242 | 03/31/2024 | Bouchey Financial Group Ltd | 548 | $241 | 12/31/2023 | SPGI | 548 | $241 | 12/31/2023 | Financial Alternatives Inc | 548 | $241 | 12/31/2023 | SPGI | 548 | $241 | 12/31/2023 | Cidel Asset Management Inc. | 544 | $240 | 12/31/2023 | SPGI | 544 | $240 | 12/31/2023 | Dumont & Blake Investment Advisors LLC | 562 | $239 | 03/31/2024 | SPGI | 562 | $239 | 03/31/2024 | RSM US Wealth Management LLC | 542 | $239 | 12/31/2023 | SPGI | 542 | $239 | 12/31/2023 | Ethos Financial Group LLC | 543 | $239 | 12/31/2023 | SPGI | 543 | $239 | 12/31/2023 | UMA Financial Services Inc. | 578 | $236 | 03/31/2024 | SPGI | 578 | $236 | 03/31/2024 | Fulton Breakefield Broenniman LLC | 533 | $235 | 12/31/2023 | SPGI | 533 | $235 | 12/31/2023 | Sapient Capital LLC | 534 | $235 | 12/31/2023 | SPGI | 534 | $235 | 12/31/2023 | Ruane Cunniff & Goldfarb L.P. | 531 | $234 | 12/31/2023 | SPGI | 531 | $234 | 12/31/2023 | Principal Street Partners LLC | 529 | $233 | 12/31/2023 | SPGI | 529 | $233 | 12/31/2023 | Values First Advisors Inc. | 530 | $233 | 12/31/2023 | SPGI | 530 | $233 | 12/31/2023 | Deseret Mutual Benefit Administrators | 520 | $229 | 12/31/2023 | SPGI | 520 | $229 | 12/31/2023 | Financial Perspectives Inc | 520 | $229 | 12/31/2023 | SPGI | 520 | $229 | 12/31/2023 | Eagle Asset Management Inc. | 518 | $228 | 12/31/2023 | SPGI | 518 | $228 | 12/31/2023 | XML Financial LLC | 518 | $228 | 12/31/2023 | SPGI | 518 | $228 | 12/31/2023 | Thrive Capital Management LLC | 517 | $228 | 12/31/2023 | SPGI | 517 | $228 | 12/31/2023 | Mcdaniel Terry & Co. | 515 | $227 | 12/31/2023 | SPGI | 515 | $227 | 12/31/2023 | Sfmg LLC | 514 | $226 | 12/31/2023 | SPGI | 514 | $226 | 12/31/2023 | Worth Financial Advisory Group LLC | 511 | $225 | 12/31/2023 | SPGI | 511 | $225 | 12/31/2023 | Wetzel Investment Advisors Inc. | 510 | $225 | 12/31/2023 | SPGI | 510 | $225 | 12/31/2023 | Lafayette Investments Inc. | 506 | $223 | 12/31/2023 | SPGI | 506 | $223 | 12/31/2023 | Key Financial Inc | 506 | $223 | 12/31/2023 | SPGI | 506 | $223 | 12/31/2023 | Meeder Asset Management Inc. | 503 | $222 | 12/31/2023 | SPGI | 503 | $222 | 12/31/2023 | Ipswich Investment Management Co. Inc. | 501 | $221 | 12/31/2023 | SPGI | 501 | $221 | 12/31/2023 | First Command Advisory Services Inc. | 501 | $221 | 12/31/2023 | SPGI | 501 | $221 | 12/31/2023 | Five Oceans Advisors | 517 | $220 | 03/31/2024 | SPGI | 517 | $220 | 03/31/2024 | Wulff Hansen & CO. | 500 | $220 | 12/31/2023 | SPGI | 500 | $220 | 12/31/2023 | Marco Investment Management LLC | 500 | $220 | 12/31/2023 | SPGI | 500 | $220 | 12/31/2023 | Aurora Private Wealth Inc. | 500 | $220 | 12/31/2023 | SPGI | 500 | $220 | 12/31/2023 | Veritas Investment Partners UK Ltd. | 500 | $220 | 12/31/2023 | SPGI | 500 | $220 | 12/31/2023 | Hill Investment Group Partners LLC | 500 | $220 | 12/31/2023 | SPGI | 500 | $220 | 12/31/2023 | Pinnacle Bank | 514 | $219 | 03/31/2024 | SPGI | 514 | $219 | 03/31/2024 | Grimes & Company Inc. | 512 | $218 | 03/31/2024 | SPGI | 512 | $218 | 03/31/2024 | MGO Private Wealth LLC | 511 | $217 | 03/31/2024 | SPGI | 511 | $217 | 03/31/2024 | Personal CFO Solutions LLC | 492 | $217 | 12/31/2023 | SPGI | 492 | $217 | 12/31/2023 | Scissortail Wealth Management LLC | 482 | $217 | 12/31/2023 | SPGI | 482 | $217 | 12/31/2023 | New Republic Capital LLC | 492 | $217 | 12/31/2023 | SPGI | 492 | $217 | 12/31/2023 | Aviso Wealth Management | 492 | $217 | 12/31/2023 | SPGI | 492 | $217 | 12/31/2023 | Laffer Tengler Investments | 489 | $215 | 12/31/2023 | SPGI | 489 | $215 | 12/31/2023 | Aveo Capital Partners LLC | 489 | $215 | 12/31/2023 | SPGI | 489 | $215 | 12/31/2023 | Cottonwood Capital Advisors LLC | 488 | $215 | 12/31/2023 | SPGI | 488 | $215 | 12/31/2023 | Chapin Davis Inc. | 503 | $214 | 03/31/2024 | SPGI | 503 | $214 | 03/31/2024 | Arete Wealth Advisors LLC | 485 | $214 | 12/31/2023 | SPGI | 485 | $214 | 12/31/2023 | Smith Anglin Financial LLC | 483 | $213 | 12/31/2023 | SPGI | 483 | $213 | 12/31/2023 | D Orazio & Associates Inc. | 483 | $213 | 12/31/2023 | SPGI | 483 | $213 | 12/31/2023 | Montecito Bank & Trust | 498 | $212 | 03/31/2024 | SPGI | 498 | $212 | 03/31/2024 | Coastal Investment Advisors Inc. | 476 | $210 | 12/31/2023 | SPGI | 476 | $210 | 12/31/2023 | Callan Family Office LLC | 477 | $210 | 12/31/2023 | SPGI | 477 | $210 | 12/31/2023 | Trust Co. of Toledo NA OH | 491 | $209 | 03/31/2024 | SPGI | 491 | $209 | 03/31/2024 | RFG Advisory LLC | 486 | $207 | 03/31/2024 | SPGI | 486 | $207 | 03/31/2024 | True North Advisors LLC | 487 | $207 | 03/31/2024 | SPGI | 487 | $207 | 03/31/2024 | Hendershot Investments Inc. | 470 | $207 | 12/31/2023 | SPGI | 470 | $207 | 12/31/2023 | EWA LLC | 454 | $206 | 12/31/2023 | SPGI | 454 | $206 | 12/31/2023 | Hengehold Capital Management LLC | 482 | $205 | 03/31/2024 | SPGI | 482 | $205 | 03/31/2024 | Foguth Wealth Management LLC. | 482 | $205 | 03/31/2024 | SPGI | 482 | $205 | 03/31/2024 | Interchange Capital Partners LLC | 467 | $205 | 12/31/2023 | SPGI | 467 | $205 | 12/31/2023 | Novak & Powell Financial Services Inc. | 466 | $205 | 12/31/2023 | SPGI | 466 | $205 | 12/31/2023 | Moloney Securities Asset Management LLC | 460 | $203 | 12/31/2023 | SPGI | 460 | $203 | 12/31/2023 | Single Point Partners LLC | 475 | $202 | 03/31/2024 | SPGI | 475 | $202 | 03/31/2024 | Sigma Investment Counselors Inc. | 458 | $202 | 12/31/2023 | SPGI | 458 | $202 | 12/31/2023 | Gerber Kawasaki Wealth & Investment Management | 458 | $202 | 12/31/2023 | SPGI | 458 | $202 | 12/31/2023 | Bragg Financial Advisors Inc | 457 | $201 | 12/31/2023 | SPGI | 457 | $201 | 12/31/2023 | J.W. Cole Advisors Inc. | 457 | $201 | 12/31/2023 | SPGI | 457 | $201 | 12/31/2023 | Lake Street Financial LLC | 455 | $200 | 12/31/2023 | SPGI | 455 | $200 | 12/31/2023 | Systematic Alpha Investments LLC | 452 | $199 | 12/31/2023 | SPGI | 452 | $199 | 12/31/2023 | Nalls Sherbakoff Group LLC | 447 | $197 | 12/31/2023 | SPGI | 447 | $197 | 12/31/2023 | SYSTM Wealth Solutions LLC | 437 | $193 | 12/31/2023 | SPGI | 437 | $193 | 12/31/2023 | Glassman Wealth Services | 433 | $191 | 12/31/2023 | SPGI | 433 | $191 | 12/31/2023 | Operose Advisors LLC | 432 | $190 | 12/31/2023 | SPGI | 432 | $190 | 12/31/2023 | General Partner Inc. | 441 | $188 | 03/31/2024 | SPGI | 441 | $188 | 03/31/2024 | Avalon Trust Co | 422 | $186 | 12/31/2023 | SPGI | 422 | $186 | 12/31/2023 | Bank of New Hampshire | 433 | $184 | 03/31/2024 | SPGI | 433 | $184 | 03/31/2024 | Princeton Global Asset Management LLC | 408 | $180 | 12/31/2023 | SPGI | 408 | $180 | 12/31/2023 | Covestor Ltd | 401 | $177 | 12/31/2023 | SPGI | 401 | $177 | 12/31/2023 | Planning Capital Management Corp | 397 | $175 | 12/31/2023 | SPGI | 397 | $175 | 12/31/2023 | Psagot Value Holdings Ltd. Israel | 380 | $168 | 12/31/2023 | SPGI | 380 | $168 | 12/31/2023 | EverSource Wealth Advisors LLC | 372 | $164 | 12/31/2023 | SPGI | 372 | $164 | 12/31/2023 | Stephens Investment Management Group LLC | 367 | $162 | 12/31/2023 | SPGI | 367 | $162 | 12/31/2023 | Blue Chip Partners Inc. | 366 | $161 | 12/31/2023 | SPGI | 366 | $161 | 12/31/2023 | Tobam | 350 | $154 | 12/31/2023 | SPGI | 350 | $154 | 12/31/2023 | Osterweis Capital Management Inc. | 346 | $152 | 12/31/2023 | SPGI | 346 | $152 | 12/31/2023 | American National Bank | 356 | $151 | 03/31/2024 | SPGI | 356 | $151 | 03/31/2024 | Natixis Investment Managers International | 343 | $151 | 12/31/2023 | SPGI | 343 | $151 | 12/31/2023 | Halpern Financial Inc. | 350 | $149 | 03/31/2024 | SPGI | 350 | $149 | 03/31/2024 | ST Germain D J Co. Inc. | 348 | $148 | 03/31/2024 | SPGI | 348 | $148 | 03/31/2024 | Security National Bank | 335 | $143 | 03/31/2024 | SPGI | 335 | $143 | 03/31/2024 | Boyd Watterson Asset Management LLC OH | 324 | $143 | 12/31/2023 | SPGI | 324 | $143 | 12/31/2023 | Bruce G. Allen Investments LLC | 332 | $141 | 03/31/2024 | SPGI | 332 | $141 | 03/31/2024 | Castleview Partners LLC | 321 | $141 | 12/31/2023 | SPGI | 321 | $141 | 12/31/2023 | Resurgent Financial Advisors LLC | 317 | $140 | 12/31/2023 | SPGI | 317 | $140 | 12/31/2023 | Icon Wealth Advisors LLC | 317 | $140 | 12/31/2023 | SPGI | 317 | $140 | 12/31/2023 | Tortoise Investment Management LLC | 314 | $138 | 12/31/2023 | SPGI | 314 | $138 | 12/31/2023 | Country Trust Bank | 323 | $137 | 03/31/2024 | SPGI | 323 | $137 | 03/31/2024 | Harvest Fund Management Co. Ltd | 305 | $134 | 12/31/2023 | SPGI | 305 | $134 | 12/31/2023 | HighMark Wealth Management LLC | 300 | $132 | 12/31/2023 | SPGI | 300 | $132 | 12/31/2023 | Kelly Lawrence W & Associates Inc. CA | 283 | $125 | 12/31/2023 | SPGI | 283 | $125 | 12/31/2023 | Turtle Creek Wealth Advisors LLC | 282 | $124 | 12/31/2023 | SPGI | 282 | $124 | 12/31/2023 | Versant Capital Management Inc | 290 | $123 | 03/31/2024 | SPGI | 290 | $123 | 03/31/2024 | DHJJ Financial Advisors Ltd. | 281 | $120 | 03/31/2024 | SPGI | 281 | $120 | 03/31/2024 | Tompkins Financial Corp | 280 | $119 | 03/31/2024 | SPGI | 280 | $119 | 03/31/2024 | Sugarloaf Wealth Management LLC | 267 | $118 | 12/31/2023 | SPGI | 267 | $118 | 12/31/2023 | Webster Bank N. A. | 274 | $117 | 03/31/2024 | SPGI | 274 | $117 | 03/31/2024 | Harel Insurance Investments & Financial Services Ltd. | 263 | $116 | 12/31/2023 | SPGI | 263 | $116 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 252 | $111 | 12/31/2023 | SPGI | 252 | $111 | 12/31/2023 | AJOVista LLC | 246 | $108 | 12/31/2023 | SPGI | 246 | $108 | 12/31/2023 | Harbour Investments Inc. | 244 | $107 | 12/31/2023 | SPGI | 244 | $107 | 12/31/2023 | Annis Gardner Whiting Capital Advisors LLC | 233 | $103 | 12/31/2023 | SPGI | 233 | $103 | 12/31/2023 | Ancora Advisors LLC | 232 | $102 | 12/31/2023 | SPGI | 232 | $102 | 12/31/2023 | HHM Wealth Advisors LLC | 229 | $101 | 12/31/2023 | SPGI | 229 | $101 | 12/31/2023 | Disciplina Capital Management LLC | 229 | $101 | 12/31/2023 | SPGI | 229 | $101 | 12/31/2023 | Impact Partnership Wealth LLC | 222 | $98 | 12/31/2023 | SPGI | 222 | $98 | 12/31/2023 | Farmers & Merchants Investments Inc. | 228 | $97 | 03/31/2024 | SPGI | 228 | $97 | 03/31/2024 | GoalVest Advisory LLC | 221 | $94 | 03/31/2024 | SPGI | 221 | $94 | 03/31/2024 | West Paces Advisors Inc. | 212 | $90 | 03/31/2024 | SPGI | 212 | $90 | 03/31/2024 | JFS Wealth Advisors LLC | 203 | $89 | 12/31/2023 | SPGI | 203 | $89 | 12/31/2023 | Focused Wealth Management Inc | 203 | $89 | 12/31/2023 | SPGI | 203 | $89 | 12/31/2023 | Cornerstone Planning Group LLC | 201 | $89 | 12/31/2023 | SPGI | 201 | $89 | 12/31/2023 | Indiana Trust & Investment Management CO | 195 | $83 | 03/31/2024 | SPGI | 195 | $83 | 03/31/2024 | PFS Partners LLC | 196 | $83 | 03/31/2024 | SPGI | 196 | $83 | 03/31/2024 | Fortis Group Advisors LLC | 180 | $79 | 12/31/2023 | SPGI | 180 | $79 | 12/31/2023 | Rise Advisors LLC | 183 | $78 | 03/31/2024 | SPGI | 183 | $78 | 03/31/2024 | Addison Advisors LLC | 176 | $78 | 12/31/2023 | SPGI | 176 | $78 | 12/31/2023 | MV Capital Management Inc. | 181 | $77 | 03/31/2024 | SPGI | 181 | $77 | 03/31/2024 | Arlington Trust Co LLC | 179 | $76 | 03/31/2024 | SPGI | 179 | $76 | 03/31/2024 | Mascoma Wealth Management LLC | 169 | $74 | 12/31/2023 | SPGI | 169 | $74 | 12/31/2023 | Carmichael Hill & Associates Inc. | 167 | $74 | 12/31/2023 | SPGI | 167 | $74 | 12/31/2023 | Evermay Wealth Management LLC | 153 | $67 | 12/31/2023 | SPGI | 153 | $67 | 12/31/2023 | Atticus Wealth Management LLC | 154 | $66 | 03/31/2024 | SPGI | 154 | $66 | 03/31/2024 | ZRC Wealth Management LLC | 150 | $66 | 12/31/2023 | SPGI | 150 | $66 | 12/31/2023 | Hall Laurie J Trustee | 145 | $64 | 12/31/2023 | SPGI | 145 | $64 | 12/31/2023 | BOK Financial Private Wealth Inc. | 144 | $63 | 12/31/2023 | SPGI | 144 | $63 | 12/31/2023 | Mondrian Investment Partners LTD | 144 | $63 | 12/31/2023 | SPGI | 144 | $63 | 12/31/2023 | Spartan Planning & Wealth Management | 140 | $62 | 12/31/2023 | SPGI | 140 | $62 | 12/31/2023 | Asset Dedication LLC | 144 | $61 | 03/31/2024 | SPGI | 144 | $61 | 03/31/2024 | Geo Capital Gestora de Recursos Ltd | 136 | $60 | 12/31/2023 | SPGI | 136 | $60 | 12/31/2023 | Clean Yield Group | 133 | $59 | 12/31/2023 | SPGI | 133 | $59 | 12/31/2023 | Tradition Wealth Management LLC | 133 | $59 | 12/31/2023 | SPGI | 133 | $59 | 12/31/2023 | Cutler Group LP | | $56 | 12/31/2023 | Call | 1,700 | $56 | 12/31/2023 | Put | 2,900 | $0 | 12/31/2023 | Gradient Investments LLC | 127 | $56 | 12/31/2023 | SPGI | 127 | $56 | 12/31/2023 | Horizon Bancorp Inc. IN | 122 | $54 | 12/31/2023 | SPGI | 122 | $54 | 12/31/2023 | McIlrath & Eck LLC | 123 | $54 | 12/31/2023 | SPGI | 123 | $54 | 12/31/2023 | Geneos Wealth Management Inc. | 121 | $53 | 12/31/2023 | SPGI | 121 | $53 | 12/31/2023 | Rosenberg Matthew Hamilton | 120 | $53 | 12/31/2023 | SPGI | 120 | $53 | 12/31/2023 | Atlas Capital Advisors LLC | 122 | $52 | 03/31/2024 | SPGI | 122 | $52 | 03/31/2024 | Arrow Financial Corp | 118 | $52 | 12/31/2023 | SPGI | 118 | $52 | 12/31/2023 | Core Alternative Capital | 118 | $52 | 12/31/2023 | SPGI | 118 | $52 | 12/31/2023 | Grayhawk Investment Strategies Inc. | 114 | $50 | 12/31/2023 | SPGI | 114 | $50 | 12/31/2023 | Armstrong Advisory Group Inc. | 112 | $49 | 03/31/2024 | SPGI | 112 | $49 | 03/31/2024 | DT Investment Partners LLC | 107 | $49 | 12/31/2023 | SPGI | 107 | $49 | 12/31/2023 | SJS Investment Consulting Inc. | 109 | $46 | 03/31/2024 | SPGI | 109 | $46 | 03/31/2024 | FinTrust Capital Advisors LLC | 105 | $46 | 12/31/2023 | SPGI | 105 | $46 | 12/31/2023 | Archer Investment Corp | 105 | $46 | 12/31/2023 | SPGI | 105 | $46 | 12/31/2023 | FSA Wealth Management LLC | 105 | $46 | 12/31/2023 | SPGI | 105 | $46 | 12/31/2023 | New Millennium Group LLC | 104 | $46 | 12/31/2023 | SPGI | 104 | $46 | 12/31/2023 | Riverview Trust Co | 105 | $45 | 03/31/2024 | SPGI | 105 | $45 | 03/31/2024 | Institutional & Family Asset Management LLC | 103 | $45 | 12/31/2023 | SPGI | 103 | $45 | 12/31/2023 | West Branch Capital LLC | 103 | $45 | 12/31/2023 | SPGI | 103 | $45 | 12/31/2023 | Oakworth Capital Inc. | 101 | $44 | 12/31/2023 | SPGI | 101 | $44 | 12/31/2023 | Rain Capital Management LLC | 99 | $44 | 12/31/2023 | SPGI | 99 | $44 | 12/31/2023 | Caas Capital Management LP | | $44 | 12/31/2023 | Call | 5,500 | $2,423 | 12/31/2023 | Put | 5,400 | $2,379 | 12/31/2023 | Guardian Wealth Management Inc. | 100 | $44 | 12/31/2023 | SPGI | 100 | $44 | 12/31/2023 | EdgeRock Capital LLC | 95 | $43 | 12/31/2023 | SPGI | 95 | $43 | 12/31/2023 | Greenwood Gearhart Inc. | 96 | $42 | 12/31/2023 | SPGI | 96 | $42 | 12/31/2023 | GPS Wealth Strategies Group LLC | 95 | $42 | 12/31/2023 | SPGI | 95 | $42 | 12/31/2023 | Clarity Asset Management Inc. | 95 | $42 | 12/31/2023 | SPGI | 95 | $42 | 12/31/2023 | Carolinas Wealth Consulting LLC | 88 | $39 | 12/31/2023 | SPGI | 88 | $39 | 12/31/2023 | Bangor Savings Bank | 88 | $37 | 03/31/2024 | SPGI | 88 | $37 | 03/31/2024 | MCF Advisors LLC | 87 | $37 | 03/31/2024 | SPGI | 87 | $37 | 03/31/2024 | HWG Holdings LP | 85 | $37 | 12/31/2023 | SPGI | 85 | $37 | 12/31/2023 | Plato Investment Management Ltd | 85 | $37 | 12/31/2023 | SPGI | 85 | $37 | 12/31/2023 | Baystate Wealth Management LLC | 82 | $36 | 12/31/2023 | SPGI | 82 | $36 | 12/31/2023 | Frazier Financial Advisors LLC | 82 | $36 | 12/31/2023 | SPGI | 82 | $36 | 12/31/2023 | Fortitude Family Office LLC | 82 | $35 | 03/31/2024 | SPGI | 82 | $35 | 03/31/2024 | State of Wyoming | 77 | $34 | 12/31/2023 | SPGI | 77 | $34 | 12/31/2023 | Aspect Partners LLC | 77 | $34 | 12/31/2023 | SPGI | 77 | $34 | 12/31/2023 | LFA Lugano Financial Advisors SA | 75 | $33 | 12/31/2023 | SPGI | 75 | $33 | 12/31/2023 | Hobbs Group Advisors LLC | 70 | $31 | 12/31/2023 | SPGI | 70 | $31 | 12/31/2023 | Kathleen S. Wright Associates Inc. | 72 | $30 | 03/31/2024 | SPGI | 72 | $30 | 03/31/2024 | Larson Financial Group LLC | 64 | $28 | 12/31/2023 | SPGI | 64 | $28 | 12/31/2023 | Oliver Lagore Vanvalin Investment Group | 64 | $28 | 12/31/2023 | SPGI | 64 | $28 | 12/31/2023 | West Tower Group LLC | 63 | $28 | 12/31/2023 | SPGI | 63 | $28 | 12/31/2023 | Valued Wealth Advisors LLC | 63 | $28 | 12/31/2023 | SPGI | 63 | $28 | 12/31/2023 | Exchange Traded Concepts LLC | 63 | $27 | 03/31/2024 | SPGI | 63 | $27 | 03/31/2024 | Financial Management Professionals Inc. | 63 | $27 | 03/31/2024 | SPGI | 63 | $27 | 03/31/2024 | Washington Trust Advisors Inc. | 61 | $27 | 12/31/2023 | SPGI | 61 | $27 | 12/31/2023 | Hexagon Capital Partners LLC | 61 | $26 | 03/31/2024 | SPGI | 61 | $26 | 03/31/2024 | Private Wealth Management Group LLC | 58 | $26 | 12/31/2023 | SPGI | 58 | $26 | 12/31/2023 | Pineridge Advisors LLC | 60 | $26 | 12/31/2023 | SPGI | 60 | $26 | 12/31/2023 | Pacifica Partners Inc. | 61 | $25 | 03/31/2024 | SPGI | 61 | $25 | 03/31/2024 | Householder Group Estate & Retirement Specialist LLC | 59 | $25 | 12/31/2023 | SPGI | 59 | $25 | 12/31/2023 | Northwest Investment Counselors LLC | 53 | $23 | 03/31/2024 | SPGI | 53 | $23 | 03/31/2024 | Power Corp of Canada | 52 | $23 | 12/31/2023 | SPGI | 52 | $23 | 12/31/2023 | Westside Investment Management Inc. | 51 | $22 | 12/31/2023 | SPGI | 51 | $22 | 12/31/2023 | First Pacific Financial | 49 | $22 | 12/31/2023 | SPGI | 49 | $22 | 12/31/2023 | Beaird Harris Wealth Management LLC | 51 | $22 | 12/31/2023 | SPGI | 51 | $22 | 12/31/2023 | Long Island Wealth Management Inc. | 49 | $22 | 12/31/2023 | SPGI | 49 | $22 | 12/31/2023 | Quarry LP | 48 | $21 | 12/31/2023 | SPGI | 48 | $21 | 12/31/2023 | DSM Capital Partners LLC | 42 | $19 | 12/31/2023 | SPGI | 42 | $19 | 12/31/2023 | Creative Capital Management Investments LLC | 43 | $19 | 12/31/2023 | SPGI | 43 | $19 | 12/31/2023 | TCTC Holdings LLC | 41 | $18 | 12/31/2023 | SPGI | 41 | $18 | 12/31/2023 | Silicon Valley Capital Partners | 40 | $18 | 12/31/2023 | SPGI | 40 | $18 | 12/31/2023 | PrairieView Partners LLC | 41 | $18 | 12/31/2023 | SPGI | 41 | $18 | 12/31/2023 | Newbridge Financial Services Group Inc. | 40 | $18 | 12/31/2023 | SPGI | 40 | $18 | 12/31/2023 | Able Wealth Management LLC | 40 | $18 | 12/31/2023 | SPGI | 40 | $18 | 12/31/2023 | Cape Investment Advisory Inc. | 39 | $17 | 12/31/2023 | SPGI | 39 | $17 | 12/31/2023 | Northwest Financial Advisors | 40 | $17 | 12/31/2023 | SPGI | 40 | $17 | 12/31/2023 | USA Financial Portformulas Corp | 36 | $16 | 12/31/2023 | SPGI | 36 | $16 | 12/31/2023 | Raleigh Capital Management Inc. | 36 | $16 | 12/31/2023 | SPGI | 36 | $16 | 12/31/2023 | Stephenson National Bank & Trust | 36 | $15 | 03/31/2024 | SPGI | 36 | $15 | 03/31/2024 | Voisard Asset Management Group Inc. | 35 | $15 | 03/31/2024 | SPGI | 35 | $15 | 03/31/2024 | Valley National Advisers Inc. | 36 | $15 | 12/31/2023 | SPGI | 36 | $15 | 12/31/2023 | Toth Financial Advisory Corp | 30 | $13 | 03/31/2024 | SPGI | 30 | $13 | 03/31/2024 | Annapolis Financial Services LLC | 31 | $13 | 03/31/2024 | SPGI | 31 | $13 | 03/31/2024 | Tyler Stone Wealth Management | 30 | $13 | 12/31/2023 | SPGI | 30 | $13 | 12/31/2023 | Sachetta LLC | 29 | $13 | 12/31/2023 | SPGI | 29 | $13 | 12/31/2023 | Financial Gravity Asset Management Inc. | 28 | $12 | 12/31/2023 | SPGI | 28 | $12 | 12/31/2023 | Dunhill Financial LLC | 26 | $12 | 12/31/2023 | SPGI | 26 | $12 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 27 | $11 | 03/31/2024 | SPGI | 27 | $11 | 03/31/2024 | Northwest Capital Management Inc | 27 | $11 | 03/31/2024 | SPGI | 27 | $11 | 03/31/2024 | Cedar Mountain Advisors LLC | 26 | $11 | 03/31/2024 | SPGI | 26 | $11 | 03/31/2024 | Thompson Siegel & Walmsley LLC | 25 | $11 | 12/31/2023 | SPGI | 25 | $11 | 12/31/2023 | North Star Investment Management Corp. | 26 | $11 | 12/31/2023 | SPGI | 26 | $11 | 12/31/2023 | Heritage Wealth Advisors | 25 | $11 | 12/31/2023 | SPGI | 25 | $11 | 12/31/2023 | Scarborough Advisors LLC | 24 | $11 | 12/31/2023 | SPGI | 24 | $11 | 12/31/2023 | Tennessee Valley Asset Management Partners | 22 | $10 | 12/31/2023 | SPGI | 22 | $10 | 12/31/2023 | SOA Wealth Advisors LLC. | 22 | $9 | 03/31/2024 | SPGI | 22 | $9 | 03/31/2024 | South State CORP. | 21 | $9 | 12/31/2023 | SPGI | 21 | $9 | 12/31/2023 | Cambridge Trust Co. | 20 | $9 | 12/31/2023 | SPGI | 20 | $9 | 12/31/2023 | First Financialcorp IN | 18 | $8 | 03/31/2024 | SPGI | 18 | $8 | 03/31/2024 | OLD Point Trust & Financial Services N A | 18 | $8 | 12/31/2023 | SPGI | 18 | $8 | 12/31/2023 | RFP Financial Group LLC | 19 | $8 | 12/31/2023 | SPGI | 19 | $8 | 12/31/2023 | Pin Oak Investment Advisors Inc. | 16 | $7 | 12/31/2023 | SPGI | 16 | $7 | 12/31/2023 | Fairfield Bush & CO. | 15 | $7 | 12/31/2023 | SPGI | 15 | $7 | 12/31/2023 | Jackson Grant Investment Advisers Inc. | 15 | $7 | 12/31/2023 | SPGI | 15 | $7 | 12/31/2023 | Avion Wealth | 16 | $7 | 12/31/2023 | SPGI | 16 | $7 | 12/31/2023 | Coppell Advisory Solutions LLC | 17 | $7 | 12/31/2023 | SPGI | 17 | $7 | 12/31/2023 | DiNuzzo Private Wealth Inc. | 15 | $7 | 12/31/2023 | SPGI | 15 | $7 | 12/31/2023 | Fairman Group LLC | 17 | $7 | 12/31/2023 | SPGI | 17 | $7 | 12/31/2023 | Sittner & Nelson LLC | 14 | $6 | 12/31/2023 | SPGI | 14 | $6 | 12/31/2023 | Main Street Group LTD | 13 | $6 | 12/31/2023 | SPGI | 13 | $6 | 12/31/2023 | Frank Rimerman Advisors LLC | 13 | $6 | 12/31/2023 | SPGI | 13 | $6 | 12/31/2023 | Rakuten Securities Inc. | 14 | $6 | 12/31/2023 | SPGI | 14 | $6 | 12/31/2023 | Ables Iannone Moore & Associates Inc. | 14 | $6 | 12/31/2023 | SPGI | 14 | $6 | 12/31/2023 | Aspire Private Capital LLC | 11 | $5 | 03/31/2024 | SPGI | 11 | $5 | 03/31/2024 | Trifecta Capital Advisors LLC | 12 | $5 | 03/31/2024 | SPGI | 12 | $5 | 03/31/2024 | Hazlett Burt & Watson Inc. | 12 | $5 | 12/31/2023 | SPGI | 12 | $5 | 12/31/2023 | JNBA Financial Advisors | 12 | $5 | 12/31/2023 | SPGI | 12 | $5 | 12/31/2023 | Fortis Advisors LLC | 11 | $5 | 12/31/2023 | SPGI | 11 | $5 | 12/31/2023 | Front Row Advisors LLC | 12 | $5 | 12/31/2023 | SPGI | 12 | $5 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 11 | $5 | 12/31/2023 | SPGI | 11 | $5 | 12/31/2023 | Atwood & Palmer Inc. | 9 | $4 | 03/31/2024 | SPGI | 9 | $4 | 03/31/2024 | Stuart Chaussee & Associates Inc. | 10 | $4 | 12/31/2023 | SPGI | 10 | $4 | 12/31/2023 | Global Wealth Management Investment Advisory Inc. | 8 | $4 | 12/31/2023 | SPGI | 8 | $4 | 12/31/2023 | Rockbridge Investment Management LCC | 10 | $4 | 12/31/2023 | SPGI | 10 | $4 | 12/31/2023 | DB Wealth Management Group LLC | 9 | $4 | 12/31/2023 | SPGI | 9 | $4 | 12/31/2023 | Twin Lakes Capital Management LLC | 8 | $4 | 12/31/2023 | SPGI | 8 | $4 | 12/31/2023 | Red Tortoise LLC | 10 | $4 | 12/31/2023 | SPGI | 10 | $4 | 12/31/2023 | Beacon Capital Management LLC | 9 | $4 | 12/31/2023 | SPGI | 9 | $4 | 12/31/2023 | Cherry Tree Wealth Management LLC | 10 | $4 | 12/31/2023 | SPGI | 10 | $4 | 12/31/2023 | Jamison Private Wealth Management Inc. | 9 | $4 | 12/31/2023 | SPGI | 9 | $4 | 12/31/2023 | Wolff Wiese Magana LLC | 8 | $3 | 03/31/2024 | SPGI | 8 | $3 | 03/31/2024 | Iron Horse Wealth Management LLC | 6 | $3 | 03/31/2024 | SPGI | 6 | $3 | 03/31/2024 | Creative Financial Designs Inc. ADV | 6 | $3 | 12/31/2023 | SPGI | 6 | $3 | 12/31/2023 | Albion Financial Group UT | 6 | $3 | 12/31/2023 | SPGI | 6 | $3 | 12/31/2023 | Chilton Capital Management LLC | 7 | $3 | 12/31/2023 | SPGI | 7 | $3 | 12/31/2023 | Providence Capital Advisors LLC | 7 | $3 | 12/31/2023 | SPGI | 7 | $3 | 12/31/2023 | ICA Group Wealth Management LLC | 6 | $3 | 12/31/2023 | SPGI | 6 | $3 | 12/31/2023 | Contravisory Investment Management Inc. | 5 | $2 | 03/31/2024 | SPGI | 5 | $2 | 03/31/2024 | Sound Income Strategies LLC | 4 | $2 | 03/31/2024 | SPGI | 4 | $2 | 03/31/2024 | Tsfg LLC | 5 | $2 | 03/31/2024 | SPGI | 5 | $2 | 03/31/2024 | Financial Synergies Wealth Advisors Inc. | 5 | $2 | 03/31/2024 | SPGI | 5 | $2 | 03/31/2024 | ClariVest Asset Management LLC | 4 | $2 | 12/31/2023 | SPGI | 4 | $2 | 12/31/2023 | Cedar Wealth Management LLC | 4 | $2 | 12/31/2023 | SPGI | 4 | $2 | 12/31/2023 | Investors Research Corp | 4 | $2 | 12/31/2023 | SPGI | 4 | $2 | 12/31/2023 | Tucker Asset Management LLC | 4 | $2 | 12/31/2023 | SPGI | 4 | $2 | 12/31/2023 | Caitlin John LLC | 5 | $2 | 12/31/2023 | SPGI | 5 | $2 | 12/31/2023 | Plante Moran Financial Advisors LLC | 0 | $0 | 12/31/2023 | SPGI | 0 | $0 | 12/31/2023 | Retirement Group LLC | 1 | $0 | 12/31/2023 | SPGI | 1 | $0 | 12/31/2023 | Delta Accumulation LLC | | $0 | 12/31/2023 | Put | 2,100 | $4,811 | 12/31/2023 | Call | 2,100 | $4,811 | 12/31/2023 | McClarren Financial Advisors Inc. | 1 | $0 | 12/31/2023 | SPGI | 1 | $0 | 12/31/2023 | Delos Wealth Advisors LLC | 1 | $0 | 12/31/2023 | SPGI | 1 | $0 | 12/31/2023 | Readystate Asset Management LP | | $0 | 12/31/2023 | Put | 4,200 | $1,850 | 12/31/2023 | Call | 4,200 | $1,850 | 12/31/2023 | Two Sigma Securities LLC | | $-98 | 12/31/2023 | Put | 8,200 | $3,612 | 12/31/2023 | Call | 7,500 | $3,304 | 12/31/2023 | SPGI | 476 | $210 | 12/31/2023 | LMR Partners LLP | | $-617 | 12/31/2023 | Put | 10,800 | $4,758 | 12/31/2023 | Call | 9,400 | $4,141 | 12/31/2023 | Verition Fund Management LLC | | $-658 | 12/31/2023 | Put | 7,200 | $3,172 | 12/31/2023 | Call | 3,400 | $1,498 | 12/31/2023 | SPGI | 2,306 | $1,016 | 12/31/2023 | SpiderRock Advisors LLC | | $-1,633 | 12/31/2023 | Put | 4,800 | $1,633 | 12/31/2023 | Walleye Trading LLC | | $-3,876 | 12/31/2023 | Put | 54,100 | $23,832 | 12/31/2023 | Call | 45,300 | $19,956 | 12/31/2023 | BlueCrest Capital Management Ltd | | $-4,354 | 12/31/2023 | Put | 10,500 | $4,625 | 12/31/2023 | SPGI | 615 | $271 | 12/31/2023 | Point72 Middle East FZE | | $-4,493 | 12/31/2023 | Put | 19,000 | $8,370 | 12/31/2023 | Call | 8,800 | $3,877 | 12/31/2023 | Eisler Capital UK Ltd. | | $-5,697 | 12/31/2023 | Put | 26,434 | $11,645 | 12/31/2023 | Call | 10,014 | $4,411 | 12/31/2023 | SPGI | 3,489 | $1,537 | 12/31/2023 | One River Asset Management LLC | | $-6,212 | 12/31/2023 | Put | 28,300 | $12,467 | 12/31/2023 | Call | 14,200 | $6,255 | 12/31/2023 | PEAK6 Investments LLC | | $-11,673 | 12/31/2023 | Put | 37,900 | $16,696 | 12/31/2023 | Call | 11,400 | $5,022 | 12/31/2023 | SPGI | 3 | $1 | 12/31/2023 | Parallax Volatility Advisers L.P. | | $-16,916 | 12/31/2023 | Put | 51,700 | $22,775 | 12/31/2023 | Call | 13,300 | $5,859 | 12/31/2023 | Capstone Investment Advisors LLC | | $-24,449 | 12/31/2023 | Put | 64,500 | $28,414 | 12/31/2023 | Call | 9,000 | $3,965 | 12/31/2023 | Jane Street Group LLC | 33,193 | $-246,122 | 12/31/2023 | Put | 728,800 | $321,051 | 12/31/2023 | Call | 136,900 | $60,307 | 12/31/2023 | SPGI | 33,193 | $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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