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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIG
1151
Partners Capital Investment Group
Massachusetts
$447K +$407K +1,114 New
JCM
1152
Janney Capital Management
Pennsylvania
$445K -$53.3K -146 -12%
SBIA
1153
Sheaff Brock Investment Advisors
Indiana
$442K +$1.1K +3 +0.3%
SF
1154
Symphony Financial
Texas
$438K -$61K -167 -13%
BBWP
1155
Beacon Bridge Wealth Partners
Pennsylvania
$437K +$365 +1 +0.1%
BTWM
1156
Baker Tilly Wealth Management
Wisconsin
$436K -$174K -475 -30%
ECM
1157
Elgethun Capital Management
South Dakota
$434K – – –
SDAM
1158
Shulman DeMeo Asset Management
New York
$433K +$365 +1 +0.1%
SEC
1159
Seven Eight Capital
New York
$428K +$390K +1,068 New
CAMV
1160
Concord Asset Management (Virginia)
Virginia
$425K +$70.2K +192 +22%
MCCA
1161
Mill Creek Capital Advisors
Pennsylvania
$424K -$85.9K -235 -18%
LFA
1162
Legacy Financial Advisors
Kentucky
$423K +$1.46K +4 +0.4%
AR
1163
Advisory Research
Illinois
$423K +$386K +1,056 New
MW
1164
Marcum Wealth
Ohio
$421K -$379K -1,036 -50%
EA
1165
Emerald Advisers
Pennsylvania
$419K -$341K -932 -47%
CIC
1166
Carnegie Investment Counsel
Ohio
$416K +$14.3K +39 +4%
WMA
1167
West Michigan Advisors
Michigan
$413K -$19.7K -54 -5%
ACM
1168
Ayrshire Capital Management
Connecticut
$412K – – –
CB
1169
Community Bank
New York
$411K -$102K -280 -21%
ACA
1170
Aptus Capital Advisors
Alabama
$411K +$375K +1,025 New
GSEP
1171
Golden State Equity Partners
California
$411K +$375K +1,025 New
RSS
1172
Rosenblum Silverman Sutton
California
$410K – – –
SPP
1173
Single Point Partners
Massachusetts
$408K +$731 +2 +0.2%
MC
1174
Machina Capital
France
$404K -$1.27M -3,470 -77%
CW
1175
CreativeOne Wealth
Kansas
$402K +$69.4K +190 +23%
45 46
47
48 49