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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1001
GoalVest Advisory
New York
$649K +$8.2K +23 +1%
VEA
1002
Virtus ETF Advisers
New York
$649K +$686K +1,924 New
KWM
1003
Keebeck Wealth Management
Illinois
$641K +$96.6K +271 +17%
BHWM
1004
Bar Harbor Wealth Management
New Hampshire
$641K +$494K +1,387 +269%
ITFISA
1005
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$640K – – –
PI
1006
PFS Investments
Georgia
$639K +$102K +286 +18%
EWM
1007
Empirical Wealth Management
Washington
$637K +$411K +1,153 +157%
5L
1008
55I LLC
Massachusetts
$630K +$407K +1,143 +157%
QI
1009
Qtron Investments
Massachusetts
$627K +$663K +1,860 New
MSFS
1010
Main Street Financial Solutions
Pennsylvania
$626K -$25.3K -71 -4%
DS
1011
DRW Securities
Illinois
$626K +$662K +1,857 New
DMBA
1012
Deseret Mutual Benefit Administrators
Utah
$625K +$41.7K +117 +7%
APWM
1013
Atlas Private Wealth Management
New York
$624K – – –
ISL
1014
Ingalls & Snyder LLC
New York
$624K – – –
RMCM
1015
Reynders McVeigh Capital Management
Massachusetts
$624K – – –
CA
1016
Continuum Advisory
Idaho
$616K -$12.8K -36 -2%
FWCM
1017
Ferguson Wellman Capital Management
Oregon
$612K – – –
GAM
1018
Griffin Asset Management
New York
$607K – – –
NAM
1019
NorthCrest Asset Manangement
Minnesota
$607K +$262K +736 +69%
RCM
1020
Radnor Capital Management
Pennsylvania
$606K – – –
AMCA
1021
Arthur M. Cohen & Associates
Illinois
$605K – – –
PIA
1022
Pinion Investment Advisors
Kansas
$601K +$12.1K +34 +2%
RB
1023
Rodgers Brothers
Pennsylvania
$600K – – –
CCB
1024
Cutter & Co Brokerage
Missouri
$599K +$356 +1 +0.1%
WWM
1025
Western Wealth Management
Colorado
$596K -$29.2K -82 -4%
39 40
41
42 43