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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
851
GYL Financial Synergies
Connecticut
$1.69M +$9.87K +25 +0.7%
PS
852
Principal Securities
Iowa
$1.69M +$1.51M +3,830 New
TAM
853
Trust Asset Management
Texas
$1.68M – – –
QI
854
Qtron Investments
Massachusetts
$1.68M – – –
APWM
855
Atlas Private Wealth Management
New York
$1.68M +$19.3K +49 +1%
MAS
856
Meeder Advisory Services
Ohio
$1.68M +$4.34K +11 +0.3%
HPIA
857
Hamilton Point Investment Advisors
North Carolina
$1.67M – – –
SC
858
Savant Capital
Illinois
$1.67M +$259K +656 +21%
NPA
859
Nichols & Pratt Advisers
Massachusetts
$1.67M -$3.16K -8 -0.2%
FBT
860
First Bank & Trust
South Dakota
$1.67M +$180K +457 +14%
WA
861
Wealth Alliance
New York
$1.65M -$25.3K -64 -2%
HI
862
Handelsinvest Investeringsforvaltning
Denmark
$1.64M +$1.47M +3,733 New
SAG
863
SageView Advisory Group
California
$1.62M +$436K +1,106 +45%
SWPG
864
Strategic Wealth Partners Group
Illinois
$1.62M -$9.47K -24 -0.6%
RC
865
Roundview Capital
New Jersey
$1.61M +$28.4K +72 +2%
QWM
866
Quadcap Wealth Management
Texas
$1.61M +$1.44M +3,644 New
BB
867
Bell Bank
North Dakota
$1.6M -$128K -324 -8%
VFA
868
Voya Financial Advisors
Connecticut
$1.59M +$18.9K +48 +1%
OCA
869
Otter Creek Advisors
Florida
$1.59M -$710K -1,800 -33%
BTW
870
Boston Trust Walden
Massachusetts
$1.58M +$15K +38 +1%
BEI
871
Benjamin Edwards Inc
Missouri
$1.58M -$4.74K -12 -0.3%
SFA
872
Souders Financial Advisors
Ohio
$1.58M -$192K -487 -12%
WP
873
WealthSource Partners
California
$1.58M -$25.3K -64 -2%
TW
874
Transform Wealth
Colorado
$1.58M -$127K -322 -8%
WHCI
875
W.H. Cornerstone Investments
Massachusetts
$1.57M -$5.13K -13 -0.4%
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36 37