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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1126
Transform Wealth
Colorado
$366K -$101K -283 -19%
FA
1127
Faithward Advisors
Pennsylvania
$366K – – –
LOAMU
1128
Lombard Odier Asset Management (USA)
New York
$366K +$107K +300 +33%
GFP
1129
Gryphon Financial Partners
Ohio
$364K -$23.6K -66 -5%
BCAM
1130
Boston Common Asset Management
Massachusetts
$364K -$8.94K -25 -2%
WB
1131
WesBanco Bank
West Virginia
$362K -$67.6K -189 -14%
CA
1132
CoreCap Advisors
Michigan
$362K -$24.3K -68 -5%
GAG
1133
Goodman Advisory Group
Massachusetts
$361K -$140K -390 -25%
TFP
1134
Tilia Fiduciary Partners
North Carolina
$361K -$46.5K -130 -10%
FB
1135
Fulton Bank
Pennsylvania
$361K +$28.6K +80 +7%
JCM
1136
Janney Capital Management
Pennsylvania
$360K +$40.4K +113 +11%
9WM
1137
9258 Wealth Management
Ohio
$358K -$30.4K -85 -7%
EVM
1138
Evelyn V. Moreno
$358K +$6.44K +18 +2%
BFA
1139
Buttonwood Financial Advisors
Maryland
$358K +$32.6K +91 +8%
IBOK
1140
Independence Bank of Kentucky
Kentucky
$356K – – –
FNBOH
1141
First National Bank of Hutchinson
Kansas
$353K +$29K +81 +8%
RSS
1142
Rosenblum Silverman Sutton
California
$351K -$5.72K -16 -1%
SSW
1143
Smith Shellnut Wilson
Mississippi
$350K +$18.2K +51 +5%
DLA
1144
Douglas Lane & Associates
New York
$349K -$45.8K -128 -10%
RIA
1145
Regal Investment Advisors
Michigan
$348K -$1.79K -5 -0.4%
CA
1146
Claro Advisors
Massachusetts
$345K – – –
MCM
1147
Mendel Capital Management
Arkansas
$345K +$5.01K +14 +1%
RZH
1148
Relyea Zuckerberg Hanson
Connecticut
$345K +$40.1K +112 +11%
CA
1149
Centerpoint Advisors
Massachusetts
$343K -$12.5K -35 -3%
SWM
1150
SeaCrest Wealth Management
New York
$343K -$716 -2 -0.2%
44 45
46
47 48