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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
876
Faithward Advisors
Pennsylvania
$559K – – –
NB
877
NBT Bank
New York
$559K – – –
GWAM
878
Guardian Wealth Advisors (Minnesota)
Minnesota
$555K +$569K +1,688 New
SFA
879
Souders Financial Advisors
Ohio
$554K -$1.01K -3 -0.2%
QCG
880
Quadrant Capital Group
Ohio
$553K -$49.9K -148 -8%
AIM
881
Arcadia Investment Management
Michigan
$552K – – –
HH
882
Hilltop Holdings
Texas
$550K +$2.36K +7 +0.4%
CFFP
883
Center for Financial Planning
Michigan
$549K – – –
ST
884
Spinnaker Trust
Maine
$547K – – –
PIA
885
Pinion Investment Advisors
Kansas
$544K +$211K +625 +61%
NIM
886
NuWave Investment Management
New Jersey
$541K +$420K +1,246 +312%
BP
887
Ballentine Partners
Massachusetts
$539K -$246K -730 -31%
PTC
888
Philadelphia Trust Company
Pennsylvania
$534K – – –
SWA
889
Sutton Wealth Advisors
Florida
$531K +$2.36K +7 +0.4%
CSIC
890
Clifford Swan Investment Counsel
California
$529K -$33.7K -100 -6%
TAM
891
Trust Asset Management
Texas
$528K +$126K +373 +30%
CAM
892
Cresset Asset Management
Illinois
$527K +$83.7K +248 +18%
DCM
893
Donaldson Capital Management
Indiana
$526K -$12.5K -37 -2%
BIC
894
Beach Investment Counsel
Pennsylvania
$526K – – –
HCMT
895
Highland Capital Management (Tennessee)
Tennessee
$526K – – –
MWP
896
Meridian Wealth Partners
Pennsylvania
$526K – – –
SCM
897
Shelton Capital Management
Colorado
$523K -$16.9K -50 -3%
ARMT
898
Amica Retiree Medical Trust
Rhode Island
$522K – – –
MIH
899
Meitav Investment House
Israel
$511K -$18.3M -54,286 -97%
BDWM
900
Brewin Dolphin Wealth Management
Ireland
$507K +$94.5K +280 +22%
34 35
36
37 38