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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
851
Buckingham Strategic Wealth
Missouri
$1.27M – – –
SIM
852
Sentry Investment Management
Wisconsin
$1.26M +$250K +709 +24%
MNBTD
853
Moody National Bank Trust Division
Texas
$1.26M – – –
DEA
854
DoubleLine ETF Adviser
Florida
$1.26M -$371K -1,053 -22%
WHCI
855
W.H. Cornerstone Investments
Massachusetts
$1.26M +$267K +758 +26%
GCM
856
Geneva Capital Management
Wisconsin
$1.25M -$95.4K -271 -7%
PWM
857
Perigon Wealth Management
California
$1.25M -$3.17K -9 -0.2%
RC
858
Roundview Capital
New Jersey
$1.24M +$396K +1,124 +45%
BWP
859
Baldwin Wealth Partners
Massachusetts
$1.23M – – –
DTL
860
Dynamic Technology Lab
Singapore
$1.23M +$261K +741 +26%
TAM
861
Tealwood Asset Management
Minnesota
$1.21M -$44K -125 -3%
BTW
862
Boston Trust Walden
Massachusetts
$1.2M -$35.2K -100 -3%
CIC
863
Chilton Investment Company
Connecticut
$1.2M +$140K +399 +13%
PA
864
Parallel Advisors
California
$1.2M -$147K -417 -11%
CWM
865
Catalyst Wealth Management
Georgia
$1.19M +$61.2K +174 +5%
VFA
866
Voya Financial Advisors
Connecticut
$1.18M -$106K -300 -8%
SIA
867
Schechter Investment Advisors
Michigan
$1.18M +$154K +438 +15%
RMCM
868
Reynders McVeigh Capital Management
Massachusetts
$1.18M – – –
AWC
869
Abundance Wealth Counselors
Pennsylvania
$1.17M -$216K -615 -15%
BP
870
Ballentine Partners
Massachusetts
$1.17M -$10.6K -30 -0.9%
FRM
871
Fox Run Management
Connecticut
$1.17M +$830K +2,359 +230%
WC
872
Woodstock Corp
Massachusetts
$1.16M -$10.2K -29 -0.9%
I
873
InceptionR
California
$1.16M +$834K +2,371 +238%
FPCP
874
Fort Point Capital Partners
California
$1.16M +$29.2K +83 +3%
PVI
875
Pine Valley Investments
New Jersey
$1.15M +$1.38M +3,923 New
33 34
35
36 37