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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
1101
Ramirez Asset Management
New York
$718K – – –
PFG
1102
PAX Financial Group
Texas
$717K -$76.2K -193 -11%
BWM
1103
Baron Wealth Management
Michigan
$716K +$2.76K +7 +0.4%
VCM
1104
Virtue Capital Management
Tennessee
$713K -$24.9K -63 -4%
CWM
1105
Circle Wealth Management
New Jersey
$712K -$61.2K -155 -9%
RA
1106
RiverPark Advisors
New York
$711K -$51.3K -130 -7%
FCP
1107
Fidelis Capital Partners
Florida
$709K +$78.9K +200 +14%
SPIS
1108
Steward Partners Investment Solutions
Oregon
$707K +$633K +1,605 New
PP
1109
PDS Planning
Ohio
$707K +$7.1K +18 +1%
BIC
1110
Beach Investment Counsel
Pennsylvania
$705K – – –
OP
1111
ORG Partners
Indiana
$703K +$65.1K +165 +12%
LNC
1112
Lincoln National Corp
Pennsylvania
$703K +$5.53K +14 +0.9%
KCM
1113
Kendall Capital Management
Maryland
$703K -$15.8K -40 -2%
CBT
1114
CoreFirst Bank & Trust
Kansas
$702K – – –
EP
1115
Edgestream Partners
New Jersey
$696K -$963K -2,441 -61%
BTI
1116
Blue Trust Inc
Georgia
$694K +$82.1K +208 +12%
MIM
1117
Moseley Investment Management
Florida
$691K – – –
PBCM
1118
Point Break Capital Management
Florida
$678K +$608K +1,540 New
FNBT
1119
FineMark National Bank & Trust
Florida
$677K +$5.92K +15 +1%
ECA
1120
Elevated Capital Advisors
Utah
$676K +$47.4K +120 +8%
SP
1121
Stonebrook Private
Michigan
$675K +$605K +1,532 New
BG
1122
Bollard Group
Massachusetts
$674K +$592K +1,500 +5,000%
JFGIW
1123
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$674K +$291K +738 +93%
AWA
1124
Arkadios Wealth Advisors
Georgia
$671K +$34.3K +87 +6%
DAC
1125
Dividend Assets Capital
South Carolina
$666K -$91.9K -233 -13%
43 44
45
46 47