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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
876
West Paces Advisors
Georgia
$59.9K – – –
OC
877
Oakworth Capital
Alabama
$59K – – –
NCM
878
Next Capital Management
New York
$56K +$25.3K +116 +89%
FPFS
879
First Personal Financial Services
North Carolina
$54K +$2.62K +12 +5%
MAM
880
Magellan Asset Management
Australia
$54K +$52K +238 New
IWA
881
IBEX Wealth Advisors
New Jersey
$53K +$50.9K +233 New
BCA
882
Berman Capital Advisors
Georgia
$51K +$13.3K +61 +37%
FCA
883
FinTrust Capital Advisors
South Carolina
$51K +$43.7K +200 +800%
CAL
884
Capital Analysts LLC
Pennsylvania
$50K +$20.3K +93 +74%
RWA
885
Ropes Wealth Advisors
Massachusetts
$50K +$48.3K +221 New
TWA
886
TCI Wealth Advisors
Arizona
$48K -$655 -3 -1%
EWM
887
Executive Wealth Management
Michigan
$48K +$218 +1 +0.5%
SLF
888
Sun Life Financial
Ontario, Canada
$46K -$48.7K -223 -53%
HCM
889
Hilton Capital Management
New York
$46K – – –
PFBT
890
Parkside Financial Bank & Trust
Missouri
$46K +$5.24K +24 +13%
GAM
891
Gemmer Asset Management
California
$45K – – –
CB
892
CNB Bank
Pennsylvania
$43K +$1.97K +9 +5%
PMFA
893
Plante Moran Financial Advisors
Michigan
$42K – – –
LB
894
Legacy Bridge
Iowa
$40K – – –
M
895
MOTCO
Texas
$40K +$38.2K +175 New
RFA
896
Reilly Financial Advisors
California
$37K +$218 +1 +0.6%
KTC
897
Kistler-Tiffany Companies
Pennsylvania
$36K – – –
LWA
898
Lenox Wealth Advisors
New York
$32K -$4.59K -21 -13%
PFGIA
899
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$25.3K +116 +611%
OIA
900
OneDigital Investment Advisors
Kansas
$31K -$9.83K -45 -25%
34 35
36
37 38