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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
851
Principal Securities
Iowa
$1.69M +$1.51M +3,830 New
TAM
852
Trust Asset Management
Texas
$1.68M – – –
QI
853
Qtron Investments
Massachusetts
$1.68M – – –
APWM
854
Atlas Private Wealth Management
New York
$1.68M +$19.3K +49 +1%
MAS
855
Meeder Advisory Services
Ohio
$1.68M +$4.34K +11 +0.3%
HPIA
856
Hamilton Point Investment Advisors
North Carolina
$1.67M – – –
SC
857
Savant Capital
Illinois
$1.67M +$259K +656 +21%
NPA
858
Nichols & Pratt Advisers
Massachusetts
$1.67M -$3.16K -8 -0.2%
FBT
859
First Bank & Trust
South Dakota
$1.67M +$180K +457 +14%
WA
860
Wealth Alliance
New York
$1.65M -$25.3K -64 -2%
HI
861
Handelsinvest Investeringsforvaltning
Denmark
$1.64M +$1.47M +3,733 New
SAG
862
SageView Advisory Group
California
$1.62M +$436K +1,106 +45%
SWPG
863
Strategic Wealth Partners Group
Illinois
$1.62M -$9.47K -24 -0.6%
RC
864
Roundview Capital
New Jersey
$1.61M +$28.4K +72 +2%
QWM
865
Quadcap Wealth Management
Texas
$1.61M +$1.44M +3,644 New
BB
866
Bell Bank
North Dakota
$1.6M -$128K -324 -8%
VFA
867
Voya Financial Advisors
Connecticut
$1.59M +$18.9K +48 +1%
OCA
868
Otter Creek Advisors
Florida
$1.59M -$710K -1,800 -33%
BTW
869
Boston Trust Walden
Massachusetts
$1.58M +$15K +38 +1%
BEI
870
Benjamin Edwards Inc
Missouri
$1.58M -$4.74K -12 -0.3%
SFA
871
Souders Financial Advisors
Ohio
$1.58M -$192K -487 -12%
WP
872
WealthSource Partners
California
$1.58M -$25.3K -64 -2%
TW
873
Transform Wealth
Colorado
$1.58M -$127K -322 -8%
WHCI
874
W.H. Cornerstone Investments
Massachusetts
$1.57M -$5.13K -13 -0.4%
BHPW
875
Beverly Hills Private Wealth
California
$1.57M -$41K -104 -3%
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