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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
1151
R Squared
Hong Kong
$918K +$1.01M +1,887 New
RCA
1152
Roberts Capital Advisors
Colorado
$912K – – –
ACM
1153
Advisors Capital Management
New Jersey
$911K +$7.5K +14 +0.8%
RA
1154
RiverPark Advisors
New York
$908K -$16.1K -30 -2%
WTB
1155
Washington Trust Bank
Washington
$908K – – –
MC
1156
Machina Capital
France
$904K -$1.43M -2,663 -59%
NCM
1157
Northside Capital Management
Oregon
$904K +$3.75K +7 +0.4%
QPBE
1158
Quintet Private Bank (Europe)
Luxembourg
$900K -$809K -1,510 -45%
TAM
1159
Trillium Asset Management
Massachusetts
$895K – – –
PJSIMP
1160
P.J. Schmidt Investment Management (PJS)
Wisconsin
$892K -$105K -197 -10%
TW
1161
TritonPoint Wealth
Maryland
$888K +$11.8K +22 +1%
KP
1162
Keel Point
Alabama
$887K +$35.3K +66 +4%
RCM
1163
Radnor Capital Management
Pennsylvania
$885K – – –
CW
1164
CreativeOne Wealth
Kansas
$883K -$124K -231 -11%
LIM
1165
Leavell Investment Management
Alabama
$877K -$4.28K -8 -0.4%
GCA
1166
Greenwood Capital Associates
South Carolina
$877K -$4.82K -9 -0.5%
JFGIW
1167
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$872K +$469K +875 +95%
GWAM
1168
Guardian Wealth Advisors (Minnesota)
Minnesota
$872K -$15.5K -29 -2%
FWP
1169
Forefront Wealth Partners
Texas
$869K -$915K -1,709 -49%
IIM
1170
Ironwood Investment Management
Massachusetts
$866K -$2.68K -5 -0.3%
FW
1171
FullCircle Wealth
Texas
$864K -$9.64K -18 -1%
MWP
1172
Meridian Wealth Partners
Pennsylvania
$863K -$9.1K -17 -0.9%
BFA
1173
Beaumont Financial Advisors
Massachusetts
$860K -$125K -233 -12%
BWP
1174
Burling Wealth Partners
Illinois
$859K -$210K -393 -18%
BHWM
1175
Bar Harbor Wealth Management
New Hampshire
$855K – – –
45 46
47
48 49