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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1176
Insigneo Advisory Services
Florida
$666K +$120K +276 +21%
AWA
1177
Arkadios Wealth Advisors
Georgia
$665K +$17.3K +40 +3%
AF
1178
Allworth Financial
California
$664K +$88.9K +205 +15%
PMA
1179
Prudent Man Advisors
Illinois
$659K -$95.4K -220 -12%
EAM
1180
Empirical Asset Management
Massachusetts
$659K +$671K +1,548 New
C
1181
Certuity
Florida
$657K +$103K +238 +18%
PFG
1182
PAX Financial Group
Texas
$656K -$42.9K -99 -6%
CA
1183
Continuum Advisory
Idaho
$653K -$154K -356 -19%
FNBT
1184
FineMark National Bank & Trust
Florida
$653K -$867 -2 -0.1%
OHWP
1185
Oak Harbor Wealth Partners
North Carolina
$649K +$12.1K +28 +2%
BMCM
1186
Bryn Mawr Capital Management
Pennsylvania
$648K -$48.5K -112 -7%
HW
1187
Hancock Whitney
Mississippi
$647K -$49K -113 -7%
SRL
1188
Scientech Research LLC
New Jersey
$646K +$658K +1,518 New
MM
1189
MQS Management
New York
$645K +$381K +878 +138%
DAC
1190
Dividend Assets Capital
South Carolina
$643K – – –
KCM
1191
Kendall Capital Management
Maryland
$642K -$36.8K -85 -5%
ST
1192
Spinnaker Trust
Maine
$639K +$2.6K +6 +0.4%
GCM
1193
Graham Capital Management
Connecticut
$638K -$2.82M -6,500 -81%
SC
1194
Shay Capital
New York
$638K +$650K +1,500 New
TPI
1195
Trust Point Inc
Wisconsin
$636K +$80.2K +185 +14%
NRW
1196
Nova R Wealth
Kansas
$635K – – –
PCM
1197
Penserra Capital Management
California
$634K -$615K -1,420 -49%
SP
1198
Symmetry Partners
Connecticut
$634K – – –
EFG
1199
Everhart Financial Group
Ohio
$632K +$50.7K +117 +9%
SIG
1200
Stonegate Investment Group
Alabama
$630K -$75.4K -174 -11%
46 47
48
49 50