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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VIG
1001
Vienna Insurance Group
Poland
$708K +$723K +2,054 New
TWM
1002
Thrive Wealth Management
Pennsylvania
$707K +$113K +320 +18%
EFL
1003
ERn Financial LLC
Wisconsin
$707K -$111K -316 -13%
NB
1004
NBT Bank
New York
$698K – – –
WPC
1005
Wedmont Private Capital
Pennsylvania
$695K -$704 -2 -0.1%
FBT
1006
First Bankers Trust
Kentucky
$694K -$57K -162 -7%
CFFP
1007
Center for Financial Planning
Michigan
$691K -$54.5K -155 -7%
ERSOT
1008
Employees Retirement System of Texas
Texas
$690K -$19.7M -56,000 -97%
APP
1009
Avantax Planning Partners
Iowa
$685K -$9.15K -26 -1%
JGGDR
1010
JGP Global Gestao de Recursos
Brazil
$685K -$973K -2,766 -77%
EA
1011
Emerald Advisers
Pennsylvania
$682K – – –
CAM
1012
Cresset Asset Management
Illinois
$675K -$770K -2,187 -53%
GCP
1013
GSA Capital Partners
United Kingdom
$672K +$686K +1,950 New
PMA
1014
Prudent Man Advisors
Illinois
$667K – – –
MPW
1015
Monterey Private Wealth
California
$667K +$1.76K +5 +0.3%
DCM
1016
Dimension Capital Management
Florida
$665K – – –
TAM
1017
Townsend Asset Management
North Carolina
$664K +$2.46K +7 +0.4%
GWAM
1018
Guardian Wealth Advisors (Minnesota)
Minnesota
$659K +$61.6K +175 +10%
EP
1019
Edgestream Partners
New Jersey
$658K +$671K +1,908 New
CHC
1020
City Holding Co
West Virginia
$656K +$26.4K +75 +4%
CA
1021
Continuum Advisory
Idaho
$652K +$21.8K +62 +3%
BHWM
1022
Bar Harbor Wealth Management
New Hampshire
$652K – – –
MP
1023
McDonald Partners
Ohio
$651K +$9.5K +27 +1%
SF
1024
Summit Financial
New Jersey
$646K +$3.87K +11 +0.6%
NP
1025
NorthRock Partners
Minnesota
$644K +$32K +91 +5%
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