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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
1026
Fox Run Management
Connecticut
$1.09M +$1.11M +2,564 New
SC
1027
Syon Capital
California
$1.09M +$140K +323 +14%
DWP
1028
Daymark Wealth Partners
Ohio
$1.09M +$10.8K +25 +1%
CHC
1029
City Holding Co
West Virginia
$1.08M +$113K +261 +11%
RWB
1030
RMR Wealth Builders
New Jersey
$1.08M +$192K +442 +21%
FLPIM
1031
F.L. Putnam Investment Management
Massachusetts
$1.08M -$21.7K -50 -2%
WI
1032
Wintrust Investments
Illinois
$1.08M +$31.2K +72 +3%
BCM
1033
BluePath Capital Management
Georgia
$1.07M +$8.23K +19 +0.8%
OWA
1034
Outlook Wealth Advisors
Texas
$1.07M – – –
ECM
1035
Evergreen Capital Management
Washington
$1.06M -$178K -410 -14%
FFM
1036
Forum Financial Management
Illinois
$1.06M -$433 -1 -0%
BFM
1037
Boothbay Fund Management
New York
$1.05M +$240K +554 +29%
FA
1038
Faithward Advisors
Pennsylvania
$1.05M +$266K +614 +33%
WIA
1039
World Investment Advisors
California
$1.05M -$305K -703 -25%
GJWM
1040
Gilliland Jeter Wealth Management
Arkansas
$1.04M -$50.7K -117 -5%
CAL
1041
Capital Analysts LLC
Pennsylvania
$1.04M +$14.7K +34 +1%
SFCL
1042
Strengthening Families & Communities LLC
Massachusetts
$1.03M +$190K +438 +22%
BFA
1043
Beaumont Financial Advisors
Massachusetts
$1.02M -$42.5K -98 -4%
LC
1044
Lincoln Capital
Nebraska
$1.02M -$79.3K -183 -7%
FNC
1045
First National Corp
Massachusetts
$1.02M – – –
SFP
1046
Shepherd Financial Partners
Massachusetts
$1.01M +$58.1K +134 +6%
RPC
1047
Rossmore Private Capital
Connecticut
$1.01M +$3.9K +9 +0.4%
PWM
1048
Palumbo Wealth Management
New York
$1.01M +$2.17K +5 +0.2%
WP
1049
Westmount Partners
California
$1M – – –
CGA
1050
Channing Global Advisors
Florida
$1M -$6.07K -14 -0.6%
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