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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1126
Jacobsen Capital Management
Utah
$776K -$5.15K -12 -0.7%
AWM
1127
Aspire Wealth Management
Massachusetts
$776K – – –
AWA
1128
Arkadios Wealth Advisors
Georgia
$771K +$70.8K +165 +11%
CG
1129
Cynosure Group
Utah
$770K +$59.6K +139 +9%
SQA
1130
Simon Quick Advisors
New Jersey
$766K +$120K +279 +19%
LCM
1131
Legato Capital Management
California
$765K -$247K -575 -25%
SFSG
1132
Sound Financial Strategies Group
Mississippi
$762K +$433K +1,009 +144%
FMLI
1133
Fukoku Mutual Life Insurance
Japan
$758K – – –
IDBONY
1134
Israel Discount Bank of New York
New York
$758K – – –
WPC
1135
Waters Parkerson & Co
Louisiana
$758K -$6.43K -15 -0.9%
FDCP
1136
Foster Dykema Cabot & Partners
Massachusetts
$757K – – –
MCM
1137
Mendel Capital Management
Arkansas
$757K -$19.7K -46 -3%
FFS
1138
Founders Financial Securities
Maryland
$752K +$28.3K +66 +4%
BFM
1139
Boothbay Fund Management
New York
$750K -$342K -797 -32%
AIM
1140
Arcadia Investment Management
Michigan
$749K – – –
SB
1141
Sunflower Bank
Texas
$743K -$38.2K -89 -5%
SIG
1142
Stonegate Investment Group
Alabama
$743K +$79.8K +186 +13%
LWAM
1143
Legacy Wealth Asset Management
Minnesota
$739K -$1.17M -2,736 -62%
EAM
1144
Eschler Asset Management
United Kingdom
$734K +$706K +1,645 New
FNBT
1145
FineMark National Bank & Trust
Florida
$730K +$43.8K +102 +7%
JSSH
1146
J. Safra Sarasin Holding
$726K +$698K +1,627 New
NW
1147
NewEdge Wealth
Pennsylvania
$725K -$105K -244 -13%
SC
1148
Sepio Capital
Utah
$721K -$429 -1 -0.1%
PP
1149
PDS Planning
Ohio
$719K -$31.3K -73 -4%
IFWM
1150
Institute for Wealth Management
Colorado
$716K -$38.2K -89 -5%
44 45
46
47 48