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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1001
Empirical Wealth Management
Washington
$569K -$8.59K -24 -1%
MSFS
1002
Main Street Financial Solutions
Pennsylvania
$568K +$358 +1 +0.1%
WSTAM
1003
Wilbanks Smith & Thomas Asset Management
Virginia
$567K +$105K +293 +19%
RMCM
1004
Reynders McVeigh Capital Management
Massachusetts
$565K -$358 -1 -0.1%
APWM
1005
Atlas Private Wealth Management
New York
$565K – – –
FIA
1006
Foundations Investment Advisors
Arizona
$562K -$15.7K -44 -2%
SB
1007
Sunflower Bank
Texas
$559K -$124K -347 -16%
ISL
1008
Ingalls & Snyder LLC
New York
$556K -$11.4K -32 -2%
FWCM
1009
Ferguson Wellman Capital Management
Oregon
$553K -$1.43K -4 -0.2%
GAM
1010
Griffin Asset Management
New York
$550K – – –
RCM
1011
Radnor Capital Management
Pennsylvania
$549K – – –
NAM
1012
NorthCrest Asset Manangement
Minnesota
$548K -$1.43K -4 -0.2%
FMLI
1013
Fukoku Mutual Life Insurance
Japan
$547K -$57.2K -160 -8%
ARMT
1014
Amica Retiree Medical Trust
Rhode Island
$539K -$191K -534 -23%
EAM
1015
Empirical Asset Management
Massachusetts
$535K +$233K +650 +59%
RSC
1016
Red Spruce Capital
Pennsylvania
$534K – – –
BWM
1017
Bulltick Wealth Management
Florida
$533K +$154K +431 +33%
T
1018
TOBAM
France
$532K -$106K -297 -15%
CA
1019
Continuum Advisory
Idaho
$532K -$31.5K -88 -5%
CCB
1020
Cutter & Co Brokerage
Missouri
$532K -$12.2K -34 -2%
PFBT
1021
Parkside Financial Bank & Trust
Missouri
$531K +$7.16K +20 +1%
CP
1022
Covenant Partners
Tennessee
$530K – – –
BFM
1023
Boothbay Fund Management
New York
$529K -$2.62M -7,324 -81%
WP
1024
WealthSource Partners
California
$527K +$85.1K +238 +16%
GWAM
1025
Guardian Wealth Advisors (Minnesota)
Minnesota
$523K +$9.3K +26 +2%
39 40
41
42 43