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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1151
Sirios Capital Management
Massachusetts
$886K -$427K -842 -32%
JF
1152
Jericho Financial
Ohio
$883K +$899K +1,772 New
IIM
1153
Ironwood Investment Management
Massachusetts
$882K +$7.61K +15 +0.9%
EFL
1154
ERn Financial LLC
Wisconsin
$879K +$31.5K +62 +4%
GFP
1155
Gryphon Financial Partners
Ohio
$878K -$325K -640 -27%
GS
1156
GTS Securities
Florida
$876K -$1.7M -3,351 -66%
CT
1157
Chicago Trust
Illinois
$876K -$10.1K -20 -1%
DLA
1158
Douglas Lane & Associates
New York
$874K – – –
MCM
1159
Mendel Capital Management
Arkansas
$870K +$4.57K +9 +0.5%
VAS
1160
Vestmark Advisory Solutions
Massachusetts
$868K +$73.1K +144 +9%
TW
1161
TrinityPoint Wealth
Connecticut
$865K +$9.13K +18 +1%
BCM
1162
Bourgeon Capital Management
Connecticut
$864K +$880K +1,734 New
ACM
1163
Allred Capital Management
Texas
$862K +$160K +316 +22%
EP
1164
Edgestream Partners
New Jersey
$861K +$597K +1,177 +213%
GAM
1165
Griffin Asset Management
New York
$859K -$25.4K -50 -3%
NFSG
1166
Newbridge Financial Services Group
Florida
$857K +$5.07K +10 +0.6%
WPC
1167
Waters Parkerson & Co
Louisiana
$851K +$4.57K +9 +0.5%
SB
1168
Sunflower Bank
Texas
$851K +$22.8K +45 +3%
APW
1169
Aventura Private Wealth
Florida
$848K +$864K +1,702 New
IDBONY
1170
Israel Discount Bank of New York
New York
$847K – – –
LCWP
1171
Legacy Capital Wealth Partners
Arkansas
$846K -$951K -1,875 -52%
BMCM
1172
Bryn Mawr Capital Management
Pennsylvania
$845K +$94.4K +186 +12%
PP
1173
PDS Planning
Ohio
$845K +$7.61K +15 +0.9%
OL
1174
Optas LLC
Texas
$843K +$435K +858 +103%
GA
1175
Geller Advisors
New York
$842K +$21.3K +42 +3%
45 46
47
48 49