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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
926
Dorsey & Whitney Trust
South Dakota
$931K +$118K +336 +14%
CAG
927
Csenge Advisory Group
Florida
$928K +$137K +390 +17%
AI
928
Atom Investors
Texas
$927K +$946K +2,689 New
PK
929
Pflug Koory
Nebraska
$920K – – –
LC
930
Lincoln Capital
Nebraska
$917K +$12.3K +35 +1%
AG
931
AIA Group
Hong Kong
$904K +$527K +1,498 +133%
EB
932
Eastern Bank
Massachusetts
$903K -$28.5K -81 -3%
KWM
933
Keebeck Wealth Management
Illinois
$887K +$118K +335 +15%
MAM
934
Madison Asset Management
Wisconsin
$885K -$109K -311 -11%
BWM
935
Bulltick Wealth Management
Florida
$885K +$236K +670 +35%
FCM
936
Fortis Capital Management
Washington
$883K +$135K +383 +18%
OIA
937
OneDigital Investment Advisors
Kansas
$875K +$105K +297 +13%
FIA
938
Foundations Investment Advisors
Arizona
$870K +$241K +685 +37%
AWA
939
Aaron Wealth Advisors
Illinois
$867K +$49.3K +140 +6%
JCM
940
Jacobsen Capital Management
Utah
$864K -$540K -1,535 -38%
OWA
941
Outlook Wealth Advisors
Texas
$864K – – –
CCM
942
CTC Capital Management
Illinois
$860K +$878K +2,494 New
HWM
943
Hohimer Wealth Management
Washington
$858K -$24.6K -70 -3%
WSTAM
944
Wilbanks Smith & Thomas Asset Management
Virginia
$856K +$226K +642 +35%
PJSIMP
945
P.J. Schmidt Investment Management (PJS)
Wisconsin
$851K -$80.9K -230 -9%
JCM
946
Jacobi Capital Management
Pennsylvania
$845K +$1.76K +5 +0.2%
FG
947
Foster Group
Iowa
$830K -$42.2K -120 -5%
GCM
948
Graham Capital Management
Connecticut
$829K +$846K +2,405 New
JF
949
Jump Financial
Illinois
$823K +$840K +2,387 New
CAL
950
Capital Analysts LLC
Pennsylvania
$820K +$15.8K +45 +2%
36 37
38
39 40