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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
F8IS
1151
Figure 8 Investment Strategies
Idaho
$1.04M +$982K +1,985 New
CWS
1152
Confluence Wealth Services
Pennsylvania
$1.04M -$41.1K -83 -4%
WWM
1153
Waterway Wealth Management
Texas
$1.03M +$480K +971 +97%
BA
1154
Bridgewater Advisors
New York
$1.03M -$10.9K -22 -1%
ZI
1155
ZEGA Investments
Florida
$1.02M +$120K +242 +14%
OWA
1156
Outlook Wealth Advisors
Texas
$1.02M – – –
PK
1157
Pflug Koory
Nebraska
$1.01M -$82.6K -167 -8%
IA
1158
IFP Advisors
Florida
$1.01M -$97.5K -197 -9%
OM
1159
OV Management
Minnesota
$1.01M – – –
BWP
1160
BSW Wealth Partners
Colorado
$1.01M +$10.9K +22 +1%
VWM
1161
Venturi Wealth Management
Texas
$1.01M -$12.9K -26 -1%
PE
1162
PCM Encore
Colorado
$997K +$945K +1,909 New
AWM
1163
Aprio Wealth Management
Georgia
$997K +$199K +403 +27%
RCAG
1164
Rehmann Capital Advisory Group
Michigan
$995K -$10.4K -21 -1%
MCA
1165
Magnolia Capital Advisors
Mississippi
$994K -$43.5K -88 -4%
FIT
1166
Financially in Tune
Massachusetts
$994K +$941K +1,901 New
SW
1167
SlateStone Wealth
Florida
$989K – – –
WANY
1168
Wealthspire Advisors (New York)
New York
$988K +$609K +1,231 +187%
WTB
1169
Washington Trust Bank
Washington
$987K +$11.4K +23 +1%
RWPA
1170
Richard W. Paul & Associates
Michigan
$986K +$162K +327 +21%
SLT
1171
St Louis Trust
Missouri
$979K +$927K +1,874 New
FA
1172
Faithward Advisors
Pennsylvania
$971K -$71.2K -144 -7%
FMI
1173
Frec Markets Inc
California
$970K +$918K +1,856 New
NCM
1174
Northside Capital Management
Oregon
$970K – – –
RIA
1175
Realta Investment Advisors
Delaware
$969K +$917K +1,854 New
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