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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
826
Legacy Wealth Asset Management
Minnesota
$686K +$704K +2,087 New
RCAG
827
Rehmann Capital Advisory Group
Michigan
$684K +$56.7K +168 +9%
CT
828
Chicago Trust
Illinois
$677K +$11.1K +33 +2%
PWM
829
Palumbo Wealth Management
New York
$674K +$692K +2,050 New
ONB
830
Old National Bancorp
Indiana
$671K -$212K -628 -24%
CWM
831
Circle Wealth Management
New Jersey
$671K +$138K +410 +25%
FNT
832
First National Trust
Pennsylvania
$668K +$242K +718 +55%
PFS
833
Prospera Financial Services
Texas
$668K +$536K +1,589 +361%
RCM
834
Radnor Capital Management
Pennsylvania
$665K – – –
RIM
835
Redwood Investment Management
Arizona
$660K -$76.9K -228 -10%
RMCM
836
Reynders McVeigh Capital Management
Massachusetts
$659K -$90.1K -267 -12%
PWM
837
Perigon Wealth Management
California
$647K +$20.2K +60 +3%
MMA
838
Miracle Mile Advisors
California
$646K +$663K +1,965 New
LWAC
839
Laurel Wealth Advisors (California)
California
$643K – – –
BFM
840
Boothbay Fund Management
New York
$641K +$109K +324 +20%
WP
841
WealthSource Partners
California
$640K +$12.8K +38 +2%
MAFM
842
Mid Atlantic Financial Management
Pennsylvania
$637K +$26K +77 +4%
PJSIMP
843
P.J. Schmidt Investment Management (PJS)
Wisconsin
$637K +$361K +1,071 +114%
DCM
844
Dimension Capital Management
Florida
$634K – – –
PA
845
Parallel Advisors
California
$632K -$157K -466 -20%
AIL
846
AGF Investments LLC
Ontario, Canada
$631K +$6.41K +19 +1%
O
847
Ossiam
France
$627K -$4.84M -14,334 -88%
PFG
848
PAX Financial Group
Texas
$627K +$134K +398 +26%
DIA
849
Dana Investment Advisors
Wisconsin
$625K -$1.39M -4,106 -68%
TW
850
Transform Wealth
Colorado
$619K +$635K +1,882 New
32 33
34
35 36