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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
1226
Smith Shellnut Wilson
Mississippi
$491K -$9.08K -23 -2%
MI
1227
Motiv8 Investments
Florida
$490K +$439K +1,112 New
LFA
1228
Legacy Financial Advisors
Kentucky
$490K +$2.37K +6 +0.5%
OTL
1229
Oak Thistle LLC
New York
$489K -$1.4M -3,549 -76%
JGGDR
1230
JGP Global Gestao de Recursos
Brazil
$485K +$434K +1,100 New
IWP
1231
Invenio Wealth Partners
Florida
$483K -$45.4K -115 -9%
SDAM
1232
Shulman DeMeo Asset Management
New York
$478K +$1.97K +5 +0.5%
ECM
1233
Elgethun Capital Management
South Dakota
$477K – – –
WF
1234
Welch & Forbes
Massachusetts
$471K -$107K -272 -20%
IIA
1235
ICW Investment Advisors
Arizona
$470K +$3.95K +10 +0.9%
WAG
1236
Wallace Advisory Group
California
$470K -$51.7K -131 -9%
PI
1237
PFG Investments
New York
$469K -$19.3K -49 -4%
DS
1238
DRW Securities
Illinois
$468K -$1.86M -4,715 -82%
PCP
1239
Proficio Capital Partners
Massachusetts
$468K +$33.1K +84 +9%
WMA
1240
West Michigan Advisors
Michigan
$467K +$16.2K +41 +4%
WWP
1241
WR Wealth Planners
Missouri
$463K +$395 +1 +0.1%
CC
1242
Callan Capital
California
$459K -$38.3K -97 -9%
OFS
1243
Orrstown Financial Services
Pennsylvania
$459K +$411K +1,042 New
CPIG
1244
Chicago Partners Investment Group
Illinois
$456K -$20.9K -53 -5%
CIC
1245
Carnegie Investment Counsel
Ohio
$456K -$9.47K -24 -2%
LAM
1246
L2 Asset Management
Massachusetts
$454K +$180K +457 +80%
AC
1247
Abbrea Capital
California
$452K +$51.3K +130 +14%
RSS
1248
Rosenblum Silverman Sutton
California
$451K – – –
EA
1249
Emerald Advisers
Pennsylvania
$451K -$2.37K -6 -0.6%
PIA
1250
Pinion Investment Advisors
Kansas
$450K -$56K -142 -12%
48 49
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