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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1226
Telemus Capital
Michigan
$223K +$227K +524 New
MTC
1227
McDaniel Terry & Co
Texas
$221K – – –
KCM
1228
Kathmere Capital Management
Pennsylvania
$220K +$224K +518 New
SHGA
1229
Sand Hill Global Advisors
California
$217K -$40.3K -93 -15%
GAM
1230
Gould Asset Management
California
$216K – – –
EMFAT
1231
Emerald Mutual Fund Advisers Trust
Pennsylvania
$216K +$62.4K +144 +40%
CBN
1232
Cadence Bank NA
Texas
$215K – – –
SAI
1233
Systematic Alpha Investments
New Jersey
$214K – – –
CIC
1234
Chilton Investment Company
Connecticut
$214K +$218K +504 New
APW
1235
Aurora Private Wealth
New Jersey
$212K – – –
BCM
1236
Bridgeway Capital Management
Texas
$212K – – –
DI
1237
DAGCO Inc
Ohio
$212K – – –
MIM
1238
Marco Investment Management
Georgia
$212K – – –
MOS
1239
MGO One Seven
Ohio
$211K +$193K +446 New
PWA
1240
Physician Wealth Advisors
Utah
$210K -$1.73K -4 -0.8%
IIM
1241
Ipswich Investment Management
Massachusetts
$210K – – –
W
1242
Wealthquest
Ohio
$210K – – –
EWM
1243
EPG Wealth Management
Georgia
$210K +$214K +493 New
CIP
1244
Convergence Investment Partners
Florida
$207K -$13K -30 -6%
LC
1245
Lindbrook Capital
California
$207K +$3.47K +8 +2%
MFA
1246
Mayflower Financial Advisors
Massachusetts
$203K +$195K +450 New
PWMG
1247
Prestige Wealth Management Group
New Jersey
$202K +$17.8K +41 +9%
MBT
1248
Montecito Bank & Trust
California
$201K +$205K +472 New
HI
1249
Hendershot Investments
Virginia
$200K – – –
LTI
1250
Laffer Tengler Investments
Tennessee
$196K +$200K +462 New
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50
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