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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1001
Clifford Swan Investment Counsel
California
$740K +$158K +432 +31%
TW
1002
TrinityPoint Wealth
Connecticut
$740K +$2.92K +8 +0.4%
RB
1003
Rodgers Brothers
Pennsylvania
$740K +$106K +290 +19%
FC
1004
Financial Consulate
Maryland
$731K +$44.9K +123 +7%
RCM
1005
Radnor Capital Management
Pennsylvania
$729K – – –
TPCW
1006
TD Private Client Wealth
New York
$726K +$151K +413 +30%
FWCM
1007
Ferguson Wellman Capital Management
Oregon
$724K -$92.8K -254 -12%
FIM
1008
Freedom Investment Management
Connecticut
$724K -$171K -469 -21%
SP
1009
Symmetry Partners
Connecticut
$723K – – –
NAM
1010
NorthCrest Asset Manangement
Minnesota
$722K -$94.3K -258 -13%
FMLI
1011
Fukoku Mutual Life Insurance
Japan
$718K – – –
DTC
1012
Davidson Trust Company
Washington
$715K +$103K +282 +19%
MWM
1013
Mission Wealth Management
California
$715K +$148K +406 +29%
RSC
1014
Red Spruce Capital
Pennsylvania
$712K – – –
GAM
1015
Griffin Asset Management
New York
$712K -$9.13K -25 -1%
TIMH
1016
Tilt Investment Management Holdings
New York
$708K – – –
MWP
1017
Meridian Wealth Partners
Pennsylvania
$706K +$13.9K +38 +2%
MCM
1018
Mendel Capital Management
Arkansas
$706K +$731 +2 +0.1%
SFCL
1019
Strengthening Families & Communities LLC
Massachusetts
$702K +$640K +1,752 New
OWA
1020
Opal Wealth Advisors
New York
$701K +$34.3K +94 +6%
EWM
1021
EPG Wealth Management
Georgia
$698K +$32.9K +90 +5%
AWM
1022
Aspire Wealth Management
Massachusetts
$697K – – –
CP
1023
Covenant Partners
Tennessee
$696K – – –
SPC
1024
Sigma Planning Corp
Michigan
$694K -$218K -596 -26%
APP
1025
Avantax Planning Partners
Iowa
$693K -$95K -260 -13%
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