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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
951
Wilbanks Smith & Thomas Asset Management
Virginia
$878K -$107K -293 -12%
CT
952
Colonial Trust
South Carolina
$874K +$35.1K +96 +5%
CG
953
Colony Group
Massachusetts
$872K – – –
GWA
954
GGM Wealth Advisors
Maryland
$868K +$800K +2,190 New
WIM
955
WealthPlan Investment Management
Nebraska
$857K -$734K -2,008 -48%
TP
956
Tranquility Partners
Tennessee
$853K +$1.46K +4 +0.2%
GDP
957
Great Diamond Partners
Maine
$846K +$4.02K +11 +0.5%
ISL
958
Ingalls & Snyder LLC
New York
$844K -$5.48K -15 -0.7%
EFL
959
ERn Financial LLC
Wisconsin
$842K +$18.3K +50 +2%
FIA
960
Foundations Investment Advisors
Arizona
$834K -$161K -442 -18%
SCM
961
Shelton Capital Management
Colorado
$829K -$1.1K -3 -0.1%
PWS
962
Peloton Wealth Strategists
Indiana
$825K +$752K +2,057 New
WP
963
WealthPLAN Partners
Nebraska
$824K -$1.07M -2,933 -59%
TAM
964
Trillium Asset Management
Massachusetts
$824K -$38.7K -106 -5%
RCAG
965
Rehmann Capital Advisory Group
Michigan
$821K -$6.94K -19 -0.9%
CSPIA
966
Cary Street Partners Investment Advisory
Virginia
$818K +$224K +613 +43%
MOS
967
MGO One Seven
Ohio
$817K -$17.9K -49 -2%
HW
968
Hancock Whitney
Mississippi
$815K -$81.5K -223 -10%
HH
969
Hilltop Holdings
Texas
$813K -$18.6K -51 -2%
KCM
970
Kendall Capital Management
Maryland
$812K -$88.1K -241 -11%
NB
971
NBT Bank
New York
$812K – – –
CFFP
972
Center for Financial Planning
Michigan
$803K – – –
FAM
973
Formidable Asset Management
Ohio
$797K -$40.9K -112 -5%
SGI
974
Summit Global Investments
Utah
$787K -$3.67M -10,036 -84%
GWAM
975
Guardian Wealth Advisors (Minnesota)
Minnesota
$783K +$15.7K +43 +2%
37 38
39
40 41