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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1151
Strategic Wealth Partners
Ohio
$557K +$133K +326 +32%
SYBT
1152
Stock Yards Bank & Trust
Kentucky
$555K -$170K -418 -24%
HIA
1153
Harbor Investment Advisory
Maryland
$553K +$160K +392 +41%
WFI
1154
West Family Investments
California
$550K +$206K +505 +60%
T
1155
TOBAM
France
$547K +$543K +1,334 New
CA
1156
Centerpoint Advisors
Massachusetts
$543K +$61.5K +151 +13%
MCA
1157
Magnolia Capital Advisors
Mississippi
$543K +$540K +1,325 New
DHFB
1158
Dixon Hubard Feinour & Brown
Virginia
$542K +$297K +730 +123%
SF
1159
Summit Financial
New Jersey
$537K +$167K +409 +45%
BCM
1160
Brooktree Capital Management
Michigan
$537K -$516K -1,267 -49%
RCWM
1161
Royal Capital Wealth Management
Indiana
$533K – – –
FNBOSM
1162
First National Bank of South Miami
Florida
$532K -$1.22K -3 -0.2%
DA
1163
DSC Advisors
Illinois
$530K +$267K +656 +103%
CWM
1164
Curi Wealth Management
North Carolina
$526K +$520K +1,276 +15,950%
FAM
1165
Fulcrum Asset Management
United Kingdom
$524K – – –
DLA
1166
Douglas Lane & Associates
New York
$522K +$52.5K +129 +11%
GFS
1167
GYL Financial Synergies
Connecticut
$521K -$83.1K -204 -14%
CCB
1168
Country Club Bank
Missouri
$519K +$504K +1,238 New
AWA
1169
Arete Wealth Advisors
Illinois
$518K +$28.1K +69 +6%
GAG
1170
GM Advisory Group
New York
$518K +$116K +285 +29%
ETC
1171
Exchange Traded Concepts
Oklahoma
$516K -$2.25M -5,521 -81%
TWM
1172
Thrive Wealth Management
Pennsylvania
$515K +$512K +1,256 New
FA
1173
Faithward Advisors
Pennsylvania
$513K -$20.4K -50 -4%
GFP
1174
Gryphon Financial Partners
Ohio
$512K -$79K -194 -13%
BC
1175
Bowman & Company
Wisconsin
$512K +$508K +1,248 New
45 46
47
48 49