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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
826
Legacy Financial Advisors
Kentucky
$77K +$31.2K +161 +79%
THWM
827
Taylor Hoffman Wealth Management
Virginia
$75K – – –
JCM
828
Jacobi Capital Management
Pennsylvania
$74K -$19.4K -100 -22%
IA
829
IFP Advisors
Florida
$73K -$459K -2,371 -87%
WTB
830
Washington Trust Bank
Washington
$69K -$218K -1,126 -77%
GWM
831
Geneos Wealth Management
Colorado
$69K – – –
CA
832
Crewe Advisors
Utah
$69K +$63.5K +328 New
ARMC
833
American Research & Management Company
Massachusetts
$63K – – –
FC
834
Ferris Capital
Massachusetts
$62K – – –
BCI
835
Brinker Capital Investments
Pennsylvania
$61K +$56.4K +291 New
WB
836
Webster Bank
Connecticut
$59K – – –
WPA
837
West Paces Advisors
Georgia
$55.4K -$968 -5 -2%
OC
838
Oakworth Capital
Alabama
$55K – – –
CAM
839
Cresset Asset Management
Illinois
$52K -$134K -693 -74%
CIM
840
Contravisory Investment Management
Massachusetts
$52K +$34.3K +177 +257%
FPFS
841
First Personal Financial Services
North Carolina
$47K -$2.32K -12 -5%
TWA
842
TCI Wealth Advisors
Arizona
$45K -$4.45K -23 -10%
EWM
843
Executive Wealth Management
Michigan
$44K – – –
OWD
844
Osborn Williams & Donohoe
Ohio
$43K +$38.7K +200 New
GAM
845
Gemmer Asset Management
California
$42K – – –
HCM
846
Hilton Capital Management
New York
$42K +$1.74K +9 +5%
PMFA
847
Plante Moran Financial Advisors
Michigan
$39K – – –
PFBT
848
Parkside Financial Bank & Trust
Missouri
$38K -$1.74K -9 -5%
OIA
849
OneDigital Investment Advisors
Kansas
$38K +$34.9K +180 New
SF
850
Synovus Financial
Georgia
$37K -$357K -1,842 -91%
32 33
34
35 36