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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RSS
1176
Rosenblum Silverman Sutton
California
$508K – – –
WSTAM
1177
Wilbanks Smith & Thomas Asset Management
Virginia
$507K +$3.26K +8 +0.6%
MLA
1178
My Legacy Advisors
Oregon
$507K +$503K +1,235 New
AIL
1179
AGF Investments LLC
Ontario, Canada
$505K +$1.63K +4 +0.3%
NP
1180
Ninepoint Partners
Ontario, Canada
$503K +$48.9K +120 +11%
PP
1181
Patten & Patten
Tennessee
$502K +$815 +2 +0.2%
MWM
1182
Mission Wealth Management
California
$501K +$133K +327 +37%
WA
1183
Waddell & Associates
Tennessee
$500K +$38.7K +95 +8%
SSW
1184
Smith Shellnut Wilson
Mississippi
$497K -$4.48K -11 -0.9%
CAG
1185
Csenge Advisory Group
Florida
$496K +$138K +338 +39%
ST
1186
Smithfield Trust
Pennsylvania
$494K -$23.2K -57 -4%
FNBT
1187
FineMark National Bank & Trust
Florida
$494K +$156K +383 +47%
EFL
1188
ERn Financial LLC
Wisconsin
$493K +$490K +1,202 New
LIM
1189
Leavell Investment Management
Alabama
$490K -$204K -500 -30%
FF
1190
FourThought Financial
Florida
$490K +$121K +298 +33%
LCM
1191
Laurion Capital Management
New York
$489K +$486K +1,193 New
AFG
1192
Albion Financial Group
Utah
$482K +$4.07K +10 +0.9%
IIC
1193
Ironwood Investment Counsel
Arizona
$481K +$89.6K +220 +23%
RGF
1194
Retirement Guys Formula
Ohio
$480K +$39.1K +96 +9%
IBOK
1195
Independence Bank of Kentucky
Kentucky
$479K – – –
GM
1196
GeoWealth Management
Illinois
$476K +$15.1K +37 +3%
JG
1197
Jefferies Group
New York
$474K +$471K +1,156 New
CIC
1198
Carnegie Investment Counsel
Ohio
$470K -$37.9K -93 -8%
MCM
1199
Mendel Capital Management
Arkansas
$470K +$30.1K +74 +7%
9WM
1200
9258 Wealth Management
Ohio
$468K +$243K +597 +110%
46 47
48
49 50