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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
1051
Ferguson Wellman Capital Management
Oregon
$649K -$11.8K -30 -2%
CWM
1052
Circle Wealth Management
New Jersey
$647K +$112K +284 +19%
TIMH
1053
Tilt Investment Management Holdings
New York
$645K – – –
VEA
1054
Virtus ETF Advisers
New York
$645K +$694K +1,764 New
MCM
1055
Mendel Capital Management
Arkansas
$644K +$786 +2 +0.1%
DTC
1056
Davidson Trust Company
Washington
$643K -$9.83K -25 -1%
RSC
1057
Red Spruce Capital
Pennsylvania
$640K -$9.44K -24 -1%
OHWP
1058
Oak Harbor Wealth Partners
North Carolina
$638K +$36.6K +93 +6%
RA
1059
RiverPark Advisors
New York
$638K +$13.8K +35 +2%
DAC
1060
Dividend Assets Capital
South Carolina
$637K -$48.4K -123 -7%
AWM
1061
Aspire Wealth Management
Massachusetts
$635K – – –
CP
1062
Covenant Partners
Tennessee
$634K – – –
SC
1063
Sepio Capital
Utah
$630K -$651K -1,655 -49%
RWB
1064
RMR Wealth Builders
New Jersey
$629K +$677K +1,722 New
WPC
1065
Waters Parkerson & Co
Louisiana
$627K +$6.29K +16 +0.9%
FC
1066
Forte Capital
New York
$624K +$145K +369 +28%
FI
1067
Financial Insights
Washington
$624K +$151K +383 +27%
SB
1068
Sunflower Bank
Texas
$622K +$4.72K +12 +0.7%
IDBONY
1069
Israel Discount Bank of New York
New York
$621K – – –
FDCC
1070
Foster Dykema Cabot & Co
Massachusetts
$620K – – –
AWM
1071
Axxcess Wealth Management
California
$620K +$667K +1,696 New
TPCW
1072
TD Private Client Wealth
New York
$618K -$46.8K -119 -7%
HW
1073
Hancock Whitney
Mississippi
$616K -$136K -345 -17%
OWA
1074
Opal Wealth Advisors
New York
$615K -$25.6K -65 -4%
AIM
1075
Arcadia Investment Management
Michigan
$614K – – –
41 42
43
44 45