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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1076
Guidance Capital
Kentucky
$777K +$81.7K +207 +13%
9WM
1077
9258 Wealth Management
Ohio
$774K +$162K +410 +30%
JCM
1078
Jacobsen Capital Management
Utah
$772K -$126K -320 -15%
MCM
1079
Mendel Capital Management
Arkansas
$767K -$8.29K -21 -1%
AWM
1080
Aspire Wealth Management
Massachusetts
$766K – – –
TPCW
1081
TD Private Client Wealth
New York
$766K +$18.5K +47 +3%
CWS
1082
Confluence Wealth Services
Pennsylvania
$765K -$33.1K -84 -5%
CP
1083
Covenant Partners
Tennessee
$764K – – –
DTC
1084
Davidson Trust Company
Washington
$762K -$11.8K -30 -2%
SB
1085
Sunflower Bank
Texas
$761K +$10.3K +26 +2%
WPC
1086
Waters Parkerson & Co
Louisiana
$749K -$6.31K -16 -0.9%
FMLI
1087
Fukoku Mutual Life Insurance
Japan
$749K -$35.5K -90 -5%
IDBONY
1088
Israel Discount Bank of New York
New York
$749K – – –
FDCP
1089
Foster Dykema Cabot & Partners
Massachusetts
$748K +$670K +1,698 New
OWA
1090
Opal Wealth Advisors
New York
$746K +$3.95K +10 +0.6%
SC
1091
Sepio Capital
Utah
$741K -$15.8K -40 -2%
AIM
1092
Arcadia Investment Management
Michigan
$740K – – –
RIM
1093
Redwood Investment Management
Arizona
$738K -$6.83M -17,305 -91%
FB
1094
Fulton Bank
Pennsylvania
$733K +$17.4K +44 +3%
PPWP
1095
Premier Path Wealth Partners
New Jersey
$733K +$656K +1,663 New
MLA
1096
My Legacy Advisors
Oregon
$732K +$12.2K +31 +2%
SIG
1097
Stonegate Investment Group
Alabama
$729K +$56.8K +144 +10%
BMCM
1098
Bryn Mawr Capital Management
Pennsylvania
$721K +$57.6K +146 +10%
IIC
1099
Ironwood Investment Counsel
Arizona
$720K – – –
HW
1100
Hancock Whitney
Mississippi
$720K -$20.9K -53 -3%
42 43
44
45 46