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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
951
Empirical Wealth Management
Washington
$1.63M +$68.5K +135 +4%
BWM
952
BKM Wealth Management
Wisconsin
$1.63M +$108K +212 +7%
SFA
953
Souders Financial Advisors
Ohio
$1.62M -$221K -436 -12%
HFA
954
Harbert Fund Advisors
Alabama
$1.62M +$634K +1,250 +63%
CIC
955
Chilton Investment Company
Connecticut
$1.62M -$250K -493 -13%
CSP
956
Cary Street Partners
Virginia
$1.61M +$1.65M +3,243 New
SAG
957
SageView Advisory Group
California
$1.61M +$68K +134 +4%
AWA
958
Aaron Wealth Advisors
Illinois
$1.6M +$21.8K +43 +1%
AWM
959
Axxcess Wealth Management
California
$1.6M +$461K +908 +39%
CI
960
Cigna Investments
Connecticut
$1.6M -$19.3K -38 -1%
UAS
961
United Asset Strategies
New York
$1.59M +$77.6K +153 +5%
LA
962
LVW Advisors
New York
$1.59M +$21.8K +43 +1%
AG
963
Algert Global
California
$1.58M +$1.61M +3,180 New
BJL
964
Brighton Jones LLC
Washington
$1.58M +$72.6K +143 +5%
ONB
965
Old National Bancorp
Indiana
$1.58M -$50.7K -100 -3%
PA
966
Procyon Advisors
Connecticut
$1.58M +$122K +241 +8%
BTW
967
Boston Trust Walden
Massachusetts
$1.57M -$218K -430 -12%
CC
968
Citrine Capital
California
$1.57M +$1.6M +3,151 New
CIC
969
Cornercap Investment Counsel
Georgia
$1.56M -$60.4K -119 -4%
TNB
970
Thomasville National Bank
Georgia
$1.55M +$7.1K +14 +0.5%
CAG
971
Csenge Advisory Group
Florida
$1.54M -$19.3K -38 -1%
AIA
972
AIMZ Investment Advisors
California
$1.53M -$20.8K -41 -1%
CNBT
973
Canandaigua National Bank & Trust
New York
$1.53M – – –
RWB
974
RMR Wealth Builders
New Jersey
$1.52M +$95.9K +189 +7%
CB
975
Cadence Bank
Mississippi
$1.52M -$25.9K -51 -2%
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