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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1051
GoalVest Advisory
New York
$763K +$758K +1,861 New
TSS
1052
Two Sigma Securities
New York
$762K +$757K +1,858 New
ISL
1053
Ingalls & Snyder LLC
New York
$760K -$39.5K -97 -5%
RMCM
1054
Reynders McVeigh Capital Management
Massachusetts
$759K -$40.3K -99 -5%
APWM
1055
Atlas Private Wealth Management
New York
$759K – – –
KPWS
1056
Kestra Private Wealth Services
Texas
$758K -$186K -457 -20%
WWM
1057
Western Wealth Management
Colorado
$756K +$492K +1,208 +191%
TP
1058
Tranquility Partners
Tennessee
$753K +$220K +539 +42%
OPS
1059
Orion Portfolio Solutions
Nebraska
$751K +$222K +546 +42%
HSA
1060
HBK Sorce Advisory
Pennsylvania
$749K +$13.4K +33 +2%
SFA
1061
Souders Financial Advisors
Ohio
$748K -$3.67K -9 -0.5%
FWCM
1062
Ferguson Wellman Capital Management
Oregon
$744K -$77K -189 -9%
GAM
1063
Griffin Asset Management
New York
$738K – – –
RCM
1064
Radnor Capital Management
Pennsylvania
$738K – – –
IF
1065
Intrua Financial
Texas
$737K +$127K +311 +21%
AMCA
1066
Arthur M. Cohen & Associates
Illinois
$736K – – –
BWP
1067
BSW Wealth Partners
Colorado
$731K +$384K +943 +113%
RB
1068
Rodgers Brothers
Pennsylvania
$730K – – –
CCB
1069
Cutter & Co Brokerage
Missouri
$729K -$227K -557 -24%
SC
1070
Savant Capital
Illinois
$727K +$130K +319 +22%
PIA
1071
Pinion Investment Advisors
Kansas
$717K -$106K -260 -13%
WP
1072
WealthSource Partners
California
$715K +$14.3K +35 +2%
CFA
1073
Compass Financial Advisors
Indiana
$714K +$709K +1,741 New
CBT
1074
CoreFirst Bank & Trust
Kansas
$713K – – –
DMBA
1075
Deseret Mutual Benefit Administrators
Utah
$713K +$1.63K +4 +0.2%
41 42
43
44 45