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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
726
Raymond James Trust
Florida
$2.07M -$22K -48 -1%
DAC
727
Dividend Assets Capital
South Carolina
$2.07M +$44.4K +97 +2%
PWAG
728
Polaris Wealth Advisory Group
California
$2.05M – – –
AI
729
AdvisorShares Investments
Maryland
$2.04M +$1.98M +4,333 New
KM
730
Kalos Management
Georgia
$2.04M +$132K +289 +7%
DCM
731
Decatur Capital Management
Georgia
$2.02M -$22.9K -50 -1%
ASBI
732
American State Bank (Iowa)
Iowa
$2.02M -$43.5K -95 -2%
AWM
733
Apollon Wealth Management
South Carolina
$2M +$1.35M +2,956 +232%
DWM
734
Dakota Wealth Management
Florida
$1.99M -$32.5K -71 -2%
IA
735
IndexIQ Advisors
New York
$1.99M +$18.3K +40 +1%
BFC
736
Blue Fin Capital
Rhode Island
$1.99M -$128K -280 -6%
WC
737
Woodstock Corp
Massachusetts
$1.99M -$31.6K -69 -2%
FNBOMD
738
First National Bank of Mount Dora
Florida
$1.98M +$235K +513 +14%
RWA
739
River Wealth Advisors
Pennsylvania
$1.98M -$43.5K -95 -2%
WP
740
WMS Partners
Maryland
$1.97M +$157K +343 +9%
EF
741
Empirical Finance
Pennsylvania
$1.96M +$502K +1,098 +36%
WIS
742
Wright Investors Service
Connecticut
$1.95M +$42.5K +93 +2%
TAM
743
Tealwood Asset Management
Minnesota
$1.95M -$107K -234 -5%
CIC
744
Cutler Investment Counsel
Oregon
$1.95M – – –
ET
745
Equitable Trust
Tennessee
$1.93M -$145K -318 -7%
CAM
746
Cypress Asset Management
Texas
$1.93M -$457 -1 -0%
BAM
747
Belpointe Asset Management
Nevada
$1.92M -$5.49K -12 -0.3%
PTC
748
Private Trust Company
Ohio
$1.92M -$4.12K -9 -0.2%
TI
749
Tidal Investments
Wisconsin
$1.91M +$647K +1,415 +54%
NPA
750
Nichols & Pratt Advisers
Massachusetts
$1.91M +$22.9K +50 +1%
28 29
30
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