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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWS
751
Lucia Wealth Services
California
$844K -$23.5K -78 -3%
FMWA
752
Forvis Mazars Wealth Advisors
Missouri
$842K +$184K +611 +31%
SMG
753
Spectrum Management Group
Indiana
$838K +$2.71K +9 +0.4%
RMCM
754
Reynders McVeigh Capital Management
Massachusetts
$822K +$13.8K +46 +2%
USGIU
755
U.S. Global Investors (USGI)
Texas
$820K – – –
WEC
756
Winslow Evans & Crocker
Massachusetts
$811K – – –
BJL
757
Brighton Jones LLC
Washington
$809K -$26.5K -88 -3%
FA
758
FMA Advisory
Pennsylvania
$806K +$601 +2 +0.1%
TAM
759
Trillium Asset Management
Massachusetts
$800K -$23.5K -78 -3%
JLBC
760
J.L. Bainbridge & Co
Florida
$797K +$902 +3 +0.1%
NHC
761
Nicholas Hoffman & Company
Georgia
$793K +$258K +858 +55%
BFA
762
Beaumont Financial Advisors
Massachusetts
$786K -$89K -296 -11%
TAM
763
Townsend Asset Management
North Carolina
$774K – – –
CRC
764
Curi RMB Capital
Illinois
$772K -$40.6K -135 -5%
RT
765
Rockland Trust
Massachusetts
$767K – – –
VWM
766
Venturi Wealth Management
Texas
$767K +$220K +731 +46%
FNC
767
First National Corp
Massachusetts
$761K +$93.2K +310 +16%
IC
768
IEQ Capital
California
$757K +$52.6K +175 +8%
S
769
Seeyond
France
$748K +$119K +395 +21%
CAM
770
Close Asset Management
United Kingdom
$744K – – –
CG
771
Caprock Group
Idaho
$743K +$98.6K +328 +17%
BFM
772
Boston Financial Management
Massachusetts
$740K -$209K -694 -24%
LIM
773
Leavell Investment Management
Alabama
$730K – – –
ONB
774
Old National Bancorp
Indiana
$727K +$49.6K +165 +8%
AC
775
Arjuna Capital
North Carolina
$722K -$601 -2 -0.1%
29 30
31
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