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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
1026
Strengthening Families & Communities LLC
Massachusetts
$691K +$54.3K +138 +8%
CM
1027
Columbus Macro
Pennsylvania
$687K -$16.1K -41 -2%
PMA
1028
Prudent Man Advisors
Illinois
$687K +$739K +1,879 New
SPC
1029
Sigma Planning Corp
Michigan
$685K +$56.6K +144 +8%
BHWM
1030
Bar Harbor Wealth Management
New Hampshire
$684K -$7.47K -19 -1%
BTI
1031
Blue Trust Inc
Georgia
$678K +$267K +680 +67%
TW
1032
TrinityPoint Wealth
Connecticut
$678K +$3.93K +10 +0.5%
CA
1033
Continuum Advisory
Idaho
$676K -$16.9K -43 -2%
MCI
1034
MRP Capital Investments
Georgia
$676K – – –
BC
1035
Bowman & Company
Wisconsin
$675K +$68K +173 +10%
PWMG
1036
Prestige Wealth Management Group
New Jersey
$672K +$342K +869 +89%
PFG
1037
PAX Financial Group
Texas
$671K -$38.9K -99 -5%
MWM
1038
Mission Wealth Management
California
$667K +$16.1K +41 +2%
CWS
1039
Confluence Wealth Services
Pennsylvania
$666K +$387K +985 +118%
DAS
1040
Dynamic Advisor Solutions
Arizona
$665K +$248K +632 +53%
WPW
1041
Waldron Private Wealth
Pennsylvania
$664K -$33.4K -85 -4%
RCM
1042
Radnor Capital Management
Pennsylvania
$664K – – –
FAIM
1043
Financial Advocates Investment Management
Washington
$661K -$40.9K -104 -5%
SP
1044
Symmetry Partners
Connecticut
$659K – – –
FNBOH
1045
First National Bank of Hutchinson
Kansas
$658K +$30.3K +77 +4%
SGI
1046
Summit Global Investments
Utah
$657K -$65.7K -167 -9%
FMLI
1047
Fukoku Mutual Life Insurance
Japan
$654K – – –
LC
1048
Lindbrook Capital
California
$652K +$28.7K +73 +4%
GAM
1049
Griffin Asset Management
New York
$652K +$3.15K +8 +0.5%
MWP
1050
Meridian Wealth Partners
Pennsylvania
$649K +$5.5K +14 +0.8%
40 41
42
43 44