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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DTC
826
Davidson Trust Company
Washington
$724K -$55.2K -166 -7%
AWP
827
Accretive Wealth Partners
New Jersey
$719K +$102K +307 +18%
RCM
828
Radnor Capital Management
Pennsylvania
$714K – – –
ONB
829
Old National Bancorp
Indiana
$709K -$10.7K -32 -2%
ECU
830
Eisler Capital (UK)
United Kingdom
$709K +$669K +2,010 New
PWM
831
Perigon Wealth Management
California
$708K +$12.6K +38 +2%
RMCM
832
Reynders McVeigh Capital Management
Massachusetts
$707K – – –
FHA
833
Flagship Harbor Advisors
Massachusetts
$693K -$47.9K -144 -7%
MMA
834
Miracle Mile Advisors
California
$693K – – –
LWAC
835
Laurel Wealth Advisors (California)
California
$693K +$2K +6 +0.3%
TAM
836
Trust Asset Management
Texas
$688K +$114K +344 +21%
DCM
837
Dimension Capital Management
Florida
$680K – – –
MPW
838
Monterey Private Wealth
California
$677K +$1.33K +4 +0.2%
LNC
839
Lincoln National Corp
Pennsylvania
$676K -$69.2K -208 -10%
WP
840
WealthSource Partners
California
$667K -$19K -57 -3%
LWP
841
Lumature Wealth Partners
Georgia
$662K +$625K +1,877 New
TW
842
Transform Wealth
Colorado
$660K -$3.66K -11 -0.6%
DWT
843
Dorsey & Whitney Trust
South Dakota
$659K +$4.66K +14 +0.8%
PIA
844
Pinion Investment Advisors
Kansas
$657K +$69.2K +208 +13%
FNT
845
First National Trust
Pennsylvania
$656K -$57.6K -173 -9%
ISL
846
Ingalls & Snyder LLC
New York
$653K – – –
LSAG
847
Lake Street Advisors Group
New Hampshire
$649K +$3.99K +12 +0.7%
CAL
848
Capital Analysts LLC
Pennsylvania
$647K +$155K +465 +34%
SFSG
849
Sound Financial Strategies Group
Mississippi
$646K – – –
QCG
850
Quadrant Capital Group
Ohio
$640K +$43.3K +130 +8%
32 33
34
35 36