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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1151
Institute for Wealth Management
Colorado
$716K -$38.2K -89 -5%
ACM
1152
Advisors Capital Management
New Jersey
$716K +$87.5K +204 +15%
PMA
1153
Prudent Man Advisors
Illinois
$716K +$24K +56 +4%
MA
1154
Mutual Advisors
Nebraska
$715K -$5.15K -12 -0.8%
BIC
1155
Beach Investment Counsel
Pennsylvania
$714K – – –
NP
1156
Ninepoint Partners
Ontario, Canada
$714K -$75.9K -177 -10%
OWA
1157
One Wealth Advisors
California
$708K +$20.6K +48 +3%
MI
1158
Motiv8 Investments
Florida
$706K +$85.8K +200 +14%
CP
1159
Covenant Partners
Tennessee
$705K – – –
IIC
1160
Ironwood Investment Counsel
Arizona
$705K +$3.43K +8 +0.5%
CBT
1161
CoreFirst Bank & Trust
Kansas
$700K -$10.3K -24 -2%
MIM
1162
Moseley Investment Management
Florida
$700K – – –
FBT
1163
First Bankers Trust
Kentucky
$698K +$46.3K +108 +7%
BMCM
1164
Bryn Mawr Capital Management
Pennsylvania
$689K +$8.58K +20 +1%
OHWP
1165
Oak Harbor Wealth Partners
North Carolina
$683K +$3K +7 +0.5%
CA
1166
Continuum Advisory
Idaho
$680K +$5.58K +13 +0.9%
PA
1167
Prossimo Advisors
California
$679K +$81.5K +190 +14%
QWP
1168
Quotient Wealth Partners
Texas
$676K -$289K -673 -31%
HW
1169
Hancock Whitney
Mississippi
$676K -$2.15K -5 -0.3%
PCM
1170
Penserra Capital Management
California
$675K +$9.01K +21 +1%
PFG
1171
PAX Financial Group
Texas
$675K -$12.9K -30 -2%
BI
1172
BlueSpruce Investments
Illinois
$674K +$648K +1,511 New
ST
1173
Spinnaker Trust
Maine
$670K – – –
CCM
1174
Campbell Capital Management
Florida
$669K +$644K +1,500 New
ITFISA
1175
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$669K – – –
45 46
47
48 49