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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1201
Bar Harbor Wealth Management
New Hampshire
$741K – – –
PCM
1202
Penserra Capital Management
California
$740K +$25.1K +54 +3%
SB
1203
Sunflower Bank
Texas
$738K +$43.2K +93 +6%
BTI
1204
Blue Trust Inc
Georgia
$735K -$396K -852 -33%
GAM
1205
Griffin Asset Management
New York
$734K -$534K -1,150 -40%
SS
1206
SBI Securities
Japan
$733K +$158K +340 +25%
BFA
1207
Beaumont Financial Advisors
Massachusetts
$731K -$28.3K -61 -3%
CFP
1208
Catalyst Financial Partners
Massachusetts
$731K +$58.5K +126 +8%
MCM
1209
Mendel Capital Management
Arkansas
$726K +$792K +1,707 New
IDBONY
1210
Israel Discount Bank of New York
New York
$723K – – –
WPC
1211
Waters Parkerson & Co
Louisiana
$723K – – –
KCM
1212
Kathmere Capital Management
Pennsylvania
$721K +$169K +364 +27%
UW
1213
Unique Wealth
Florida
$719K +$785K +1,691 New
WFA
1214
Wellspring Financial Advisors
Ohio
$717K -$235K -507 -23%
AIM
1215
Arcadia Investment Management
Michigan
$716K – – –
AA
1216
Advisory Alpha
Michigan
$716K +$181K +389 +30%
PF
1217
Phoenix Financial
Israel
$713K +$791K +1,704 New
ST
1218
Spinnaker Trust
Maine
$712K -$31.6K -68 -4%
LAM
1219
L2 Asset Management
Massachusetts
$711K +$53.9K +116 +7%
TWP
1220
Tyche Wealth Partners
Texas
$710K -$44.6K -96 -5%
N
1221
Numerai
California
$709K +$774K +1,667 New
MCA
1222
Magnolia Capital Advisors
Mississippi
$708K -$110K -237 -12%
MWM
1223
Modern Wealth Management
Kansas
$702K +$93.8K +202 +14%
EHC
1224
Everett Harris & Co
California
$698K – – –
CIA
1225
Capital Investment Advisors
Georgia
$693K -$79.4K -171 -9%
47 48
49
50 51