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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
1126
Goldstone Financial Group
Illinois
$789K +$140K +332 +21%
PWMAG
1127
Pinnacle Wealth Management Advisory Group
New Jersey
$776K -$62.5K -148 -7%
LI
1128
Lafayette Investments
Maryland
$772K +$34.6K +82 +5%
PWPS
1129
Pinnacle Wealth Planning Services
Ohio
$771K -$309K -732 -28%
IWA
1130
Invera Wealth Advisors
Oregon
$768K +$173K +410 +26%
RCAG
1131
Rehmann Capital Advisory Group
Michigan
$764K -$15.6K -37 -2%
PP
1132
PDS Planning
Ohio
$759K -$49K -116 -6%
SWM
1133
SHP Wealth Management
Massachusetts
$759K -$18.6K -44 -2%
PE
1134
PCM Encore
Colorado
$759K -$14.4K -34 -2%
CD
1135
Chapin Davis
Maryland
$756K +$199K +472 +34%
GIA
1136
Gateway Investment Advisers
Ohio
$754K -$51.9K -123 -6%
FB
1137
Fulton Bank
Pennsylvania
$754K +$320K +758 +69%
HIA
1138
Harbor Investment Advisory
Maryland
$753K -$90K -213 -10%
IIA
1139
ICW Investment Advisors
Arizona
$752K +$29.6K +70 +4%
DCU
1140
Dara Capital US
Florida
$747K +$174K +411 +29%
TAM
1141
Trillium Asset Management
Massachusetts
$747K -$845 -2 -0.1%
BRWA
1142
B. Riley Wealth Advisors
Florida
$741K -$90K -213 -11%
AWM
1143
Aprio Wealth Management
Georgia
$741K +$12.2K +29 +2%
RCM
1144
Radnor Capital Management
Pennsylvania
$740K – – –
HIP
1145
Harrell Investment Partners
Texas
$738K -$37.2K -88 -5%
ST
1146
Spinnaker Trust
Maine
$736K +$55.7K +132 +8%
CIC
1147
Chilton Investment Company
Connecticut
$733K -$1.54M -3,636 -67%
FCP
1148
Fidelis Capital Partners
Florida
$729K +$13.9K +33 +2%
RWPA
1149
Richard W. Paul & Associates
Michigan
$729K -$36.3K -86 -5%
OFS
1150
Orrstown Financial Services
Pennsylvania
$728K -$31.3K -74 -4%
44 45
46
47 48