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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
1051
Hoxton Planning & Management
West Virginia
$647K +$28.5K +78 +5%
ITFISA
1052
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$641K – – –
BIC
1053
Beach Investment Counsel
Pennsylvania
$641K – – –
CBT
1054
CoreFirst Bank & Trust
Kansas
$639K -$33.6K -92 -5%
PA
1055
Pinnacle Associates
New York
$638K +$6.94K +19 +1%
CAAS
1056
Capital Asset Advisory Services
Michigan
$634K +$19.4K +53 +4%
PP
1057
PDS Planning
Ohio
$634K +$144K +395 +33%
FB
1058
Fulton Bank
Pennsylvania
$630K +$45.7K +125 +9%
MIM
1059
Moseley Investment Management
Florida
$629K – – –
SIG
1060
Stonegate Investment Group
Alabama
$629K +$7.31K +20 +1%
HWMT
1061
Heritage Wealth Management (Texas)
Texas
$627K -$52.2K -143 -8%
BOM
1062
Bank of Marin
California
$627K -$5.12K -14 -0.9%
FNBT
1063
FineMark National Bank & Trust
Florida
$617K -$3.29K -9 -0.6%
IWP
1064
Icon Wealth Partners
Texas
$615K – – –
MPM
1065
Meritage Portfolio Management
Kansas
$610K +$2.56K +7 +0.5%
RZH
1066
Relyea Zuckerberg Hanson
Connecticut
$609K +$92.8K +254 +20%
SFSG
1067
Sound Financial Strategies Group
Mississippi
$608K +$554K +1,516 New
BCM
1068
Bayesian Capital Management
New York
$601K -$7.27M -19,900 -93%
ST
1069
Spinnaker Trust
Maine
$600K – – –
NP
1070
Nilsine Partners
Colorado
$600K +$240K +656 +78%
NRW
1071
Nova R Wealth
Kansas
$598K – – –
HIA
1072
Harbor Investment Advisory
Maryland
$597K -$1.46K -4 -0.3%
CWM
1073
Circle Wealth Management
New Jersey
$596K -$1.46K -4 -0.3%
FFS
1074
Founders Financial Securities
Maryland
$591K -$97.6K -267 -15%
ACI
1075
Alpha Cubed Investments
California
$589K -$104K -286 -16%
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