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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
1076
Prudent Man Advisors
Illinois
$779K -$43.4K -110 -6%
GC
1077
Guidance Capital
Kentucky
$777K +$81.7K +207 +13%
9WM
1078
9258 Wealth Management
Ohio
$774K +$162K +410 +30%
JCM
1079
Jacobsen Capital Management
Utah
$772K -$126K -320 -15%
MCM
1080
Mendel Capital Management
Arkansas
$767K -$8.29K -21 -1%
AWM
1081
Aspire Wealth Management
Massachusetts
$766K – – –
TPCW
1082
TD Private Client Wealth
New York
$766K +$18.5K +47 +3%
CWS
1083
Confluence Wealth Services
Pennsylvania
$765K -$33.1K -84 -5%
CP
1084
Covenant Partners
Tennessee
$764K – – –
DTC
1085
Davidson Trust Company
Washington
$762K -$11.8K -30 -2%
SB
1086
Sunflower Bank
Texas
$761K +$10.3K +26 +2%
WPC
1087
Waters Parkerson & Co
Louisiana
$749K -$6.31K -16 -0.9%
FMLI
1088
Fukoku Mutual Life Insurance
Japan
$749K -$35.5K -90 -5%
IDBONY
1089
Israel Discount Bank of New York
New York
$749K – – –
FDCP
1090
Foster Dykema Cabot & Partners
Massachusetts
$748K +$670K +1,698 New
OWA
1091
Opal Wealth Advisors
New York
$746K +$3.95K +10 +0.6%
SC
1092
Sepio Capital
Utah
$741K -$15.8K -40 -2%
AIM
1093
Arcadia Investment Management
Michigan
$740K – – –
RIM
1094
Redwood Investment Management
Arizona
$738K -$6.83M -17,305 -91%
FB
1095
Fulton Bank
Pennsylvania
$733K +$17.4K +44 +3%
PPWP
1096
Premier Path Wealth Partners
New Jersey
$733K +$656K +1,663 New
MLA
1097
My Legacy Advisors
Oregon
$732K +$12.2K +31 +2%
SIG
1098
Stonegate Investment Group
Alabama
$729K +$56.8K +144 +10%
BMCM
1099
Bryn Mawr Capital Management
Pennsylvania
$721K +$57.6K +146 +10%
IIC
1100
Ironwood Investment Counsel
Arizona
$720K – – –
42 43
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