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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EFL
1126
ERn Financial LLC
Wisconsin
$776K +$8.58K +20 +1%
JCM
1127
Jacobsen Capital Management
Utah
$776K -$5.15K -12 -0.7%
AWM
1128
Aspire Wealth Management
Massachusetts
$776K – – –
AWA
1129
Arkadios Wealth Advisors
Georgia
$771K +$70.8K +165 +11%
CG
1130
Cynosure Group
Utah
$770K +$59.6K +139 +9%
SQA
1131
Simon Quick Advisors
New Jersey
$766K +$120K +279 +19%
LCM
1132
Legato Capital Management
California
$765K -$247K -575 -25%
SFSG
1133
Sound Financial Strategies Group
Mississippi
$762K +$433K +1,009 +144%
FMLI
1134
Fukoku Mutual Life Insurance
Japan
$758K – – –
IDBONY
1135
Israel Discount Bank of New York
New York
$758K – – –
WPC
1136
Waters Parkerson & Co
Louisiana
$758K -$6.43K -15 -0.9%
FDCP
1137
Foster Dykema Cabot & Partners
Massachusetts
$757K – – –
MCM
1138
Mendel Capital Management
Arkansas
$757K -$19.7K -46 -3%
FFS
1139
Founders Financial Securities
Maryland
$752K +$28.3K +66 +4%
BFM
1140
Boothbay Fund Management
New York
$750K -$342K -797 -32%
AIM
1141
Arcadia Investment Management
Michigan
$749K – – –
SB
1142
Sunflower Bank
Texas
$743K -$38.2K -89 -5%
SIG
1143
Stonegate Investment Group
Alabama
$743K +$79.8K +186 +13%
LWAM
1144
Legacy Wealth Asset Management
Minnesota
$739K -$1.17M -2,736 -62%
EAM
1145
Eschler Asset Management
United Kingdom
$734K +$706K +1,645 New
FNBT
1146
FineMark National Bank & Trust
Florida
$730K +$43.8K +102 +7%
JSSH
1147
J. Safra Sarasin Holding
$726K +$698K +1,627 New
NW
1148
NewEdge Wealth
Pennsylvania
$725K -$105K -244 -13%
SC
1149
Sepio Capital
Utah
$721K -$429 -1 -0.1%
PP
1150
PDS Planning
Ohio
$719K -$31.3K -73 -4%
44 45
46
47 48