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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
1226
Country Club Bank
Missouri
$556K – – –
AWM
1227
Ameliora Wealth Management
Switzerland
$555K – – –
WA
1228
Wambolt & Associates
Colorado
$555K – – –
OFS
1229
Orrstown Financial Services
Pennsylvania
$554K -$30K -70 -5%
PWP
1230
Principle Wealth Partners
Connecticut
$552K +$21K +49 +4%
ST
1231
Smithfield Trust
Pennsylvania
$550K +$7.72K +18 +1%
WHG
1232
Westwood Holdings Group
Texas
$548K +$2.57K +6 +0.5%
LAM
1233
L2 Asset Management
Massachusetts
$547K +$53.2K +124 +11%
MFIM
1234
Mesirow Financial Investment Management
Illinois
$547K -$39.5K -92 -7%
JF
1235
Joule Financial
Kentucky
$545K – – –
JSW
1236
Journey Strategic Wealth
New Jersey
$545K +$302K +704 +136%
CPIG
1237
Chicago Partners Investment Group
Illinois
$544K -$13.7K -32 -3%
CFP
1238
Catalyst Financial Partners
Massachusetts
$543K +$62.6K +146 +14%
FWCM
1239
Ferguson Wellman Capital Management
Oregon
$542K -$2.57K -6 -0.5%
HIA
1240
Harbor Investment Advisory
Maryland
$541K +$11.2K +26 +2%
SP
1241
Symmetry Partners
Connecticut
$541K -$118K -276 -19%
DT
1242
Diversified Trust
Tennessee
$534K -$12K -28 -2%
DFCM
1243
Dark Forest Capital Management
Puerto Rico
$534K +$514K +1,197 New
TWM
1244
Trueblood Wealth Management
Ohio
$533K +$15K +35 +3%
LFA
1245
Legacy Financial Advisors
Kentucky
$532K +$25.7K +60 +5%
VCM
1246
Virtue Capital Management
Tennessee
$529K -$37.8K -88 -8%
FCM
1247
FJ Capital Management
Virginia
$529K +$508K +1,185 New
TFP
1248
Tilia Fiduciary Partners
North Carolina
$524K +$858 +2 +0.2%
SCP
1249
Stamos Capital Partners
California
$522K +$502K +1,170 New
FB
1250
Fulton Bank
Pennsylvania
$515K +$88.8K +207 +22%
48 49
50
51 52