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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1101
CreativeOne Wealth
Kansas
$670K +$169K +415 +34%
KWM
1102
Keebeck Wealth Management
Illinois
$669K +$127K +313 +24%
RSC
1103
Red Spruce Capital
Pennsylvania
$668K +$37.1K +91 +6%
JWM
1104
Jackson Wealth Management
Florida
$663K -$1.3M -3,193 -66%
OPCM
1105
Osborne Partners Capital Management
California
$663K -$104K -256 -14%
JSC
1106
Jackson Square Capital
California
$662K – – –
TW
1107
TrinityPoint Wealth
Connecticut
$661K +$33.4K +82 +5%
MWP
1108
Meridian Wealth Partners
Pennsylvania
$660K -$14.3K -35 -2%
GWAM
1109
Guardian Wealth Advisors (Minnesota)
Minnesota
$660K -$6.92K -17 -1%
CSIC
1110
Clifford Swan Investment Counsel
California
$660K – – –
PI
1111
PFS Investments
Georgia
$660K +$656K +1,610 New
APP
1112
Alpha Paradigm Partners
Illinois
$658K +$445K +1,092 +214%
NB
1113
NBT Bank
New York
$656K -$40.7K -100 -6%
BIC
1114
Beach Investment Counsel
Pennsylvania
$656K – – –
SXL
1115
Summit X LLC
Missouri
$656K +$8.15K +20 +1%
DWM
1116
Dakota Wealth Management
Florida
$655K -$1.07M -2,621 -62%
LHC
1117
Little House Capital
Massachusetts
$655K +$651K +1,598 New
CBN
1118
Cadence Bank NA
Texas
$654K +$444K +1,089 +216%
NHC
1119
Nicholas Hoffman & Company
Georgia
$651K +$6.52K +16 +1%
JCM
1120
Jacobi Capital Management
Pennsylvania
$651K +$84.7K +208 +15%
BOM
1121
Bank of Marin
California
$649K +$644K +1,582 New
FMLI
1122
Fukoku Mutual Life Insurance
Japan
$644K -$855K -2,100 -57%
MIM
1123
Moseley Investment Management
Florida
$644K – – –
LC
1124
Lindbrook Capital
California
$644K +$254K +624 +66%
AFM
1125
Anson Funds Management
Texas
$637K +$633K +1,553 New
43 44
45
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