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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1001
American Trust
Kentucky
$1.53M +$205K +401 +15%
CFG
1002
Citizens Financial Group
Rhode Island
$1.53M +$112K +219 +8%
EI
1003
Ellevest Inc
New York
$1.52M -$25.5K -50 -2%
SFA
1004
Souders Financial Advisors
Ohio
$1.52M -$132K -259 -8%
FFM
1005
Forum Financial Management
Illinois
$1.51M -$3.07K -6 -0.2%
APGDR
1006
Absoluto Partners Gestao de Recursos
Brazil
$1.51M -$595K -1,165 -28%
GAG
1007
GM Advisory Group
New York
$1.51M +$25.5K +50 +2%
NPA
1008
Nichols & Pratt Advisers
Massachusetts
$1.5M -$213K -416 -12%
ECM
1009
Evergreen Capital Management
Washington
$1.49M +$60.3K +118 +4%
SIA
1010
Schechter Investment Advisors
Michigan
$1.49M -$394K -772 -21%
EFM
1011
E Fund Management
China
$1.48M +$556K +1,088 +60%
TCOO
1012
Trust Company of Oklahoma
Oklahoma
$1.47M +$25.5K +50 +2%
JCM
1013
Jacobi Capital Management
Pennsylvania
$1.47M +$11.2K +22 +0.8%
GCM
1014
Geneva Capital Management
Wisconsin
$1.47M -$26.1K -51 -2%
FDCP
1015
Foster Dykema Cabot & Partners
Massachusetts
$1.45M +$10.2K +20 +0.7%
MCM
1016
Moore Capital Management
New York
$1.45M +$1.46M +2,851 New
SRA
1017
Secured Retirement Advisors
Minnesota
$1.44M +$1.45M +2,838 New
RIM
1018
Redwood Investment Management
Arizona
$1.44M +$1.45M +2,836 New
RWA
1019
River Wealth Advisors
Pennsylvania
$1.43M -$86.4K -169 -6%
BC
1020
Bowman & Company
Wisconsin
$1.43M +$108K +211 +8%
SAG
1021
SageView Advisory Group
California
$1.43M -$206K -404 -13%
TPW
1022
Transatlantique Private Wealth
New York
$1.43M +$39.3K +77 +3%
GAG
1023
Goodman Advisory Group
Massachusetts
$1.41M +$1.42M +2,781 New
ISL
1024
Ingalls & Snyder LLC
New York
$1.41M +$33.7K +66 +2%
SCM
1025
Stevens Capital Management
Pennsylvania
$1.4M -$473K -926 -25%
39 40
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