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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
876
Arcadia Investment Management
Michigan
$593K – – –
GWAM
877
Guardian Wealth Advisors (Minnesota)
Minnesota
$589K -$5.99K -18 -1%
ST
878
Spinnaker Trust
Maine
$588K – – –
TWI
879
Thomas White International
Illinois
$582K -$334K -1,005 -38%
MWP
880
Meridian Wealth Partners
Pennsylvania
$577K +$11K +33 +2%
APA
881
American Portfolios Advisors
New York
$577K -$204K -612 -27%
PTC
882
Philadelphia Trust Company
Pennsylvania
$573K – – –
SWA
883
Sutton Wealth Advisors
Florida
$571K +$1.66K +5 +0.3%
AIC
884
Ameritas Investment Company
Nebraska
$568K +$536K +1,610 New
CSIC
885
Clifford Swan Investment Counsel
California
$567K – – –
BIC
886
Beach Investment Counsel
Pennsylvania
$565K – – –
HCMT
887
Highland Capital Management (Tennessee)
Tennessee
$565K – – –
SXL
888
Summit X LLC
Missouri
$565K +$25K +75 +5%
CWM
889
Circle Wealth Management
New Jersey
$564K -$148K -445 -22%
SCM
890
Shelton Capital Management
Colorado
$561K – – –
OPCM
891
Osborne Partners Capital Management
California
$559K -$328K -985 -38%
MIM
892
Moseley Investment Management
Florida
$554K +$522K +1,570 New
CFFP
893
Center for Financial Planning
Michigan
$550K -$37.6K -113 -7%
DCM
894
Donaldson Capital Management
Indiana
$548K -$15K -45 -3%
WAM
895
Wolverine Asset Management
Illinois
$543K +$512K +1,539 New
IWP
896
Icon Wealth Partners
Texas
$542K +$511K +1,535 New
HB
897
Homrich & Berg
Georgia
$540K – – –
PIP
898
Peachtree Investment Partners
Florida
$538K -$1.48M -4,457 -74%
MAM
899
Madison Asset Management
Wisconsin
$538K – – –
VWA
900
V Wealth Advisors
Kansas
$538K +$91.5K +275 +22%
34 35
36
37 38