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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1251
Inspire Advisors
Idaho
$5K +$5.06K +15 New
BCMIO
1252
Beacon Capital Management Inc (Ohio)
Ohio
$4K – – –
PCTC
1253
Perkins Coie Trust Company
Washington
$4K – – –
PCA
1254
Providence Capital Advisors
North Carolina
$4K – – –
SFO
1255
Standard Family Office
South Dakota
$4K +$3.71K +11 New
ONST
1256
Old North State Trust
North Carolina
$4K +$4.38K +13 New
CWC
1257
Carolinas Wealth Consulting
North Carolina
$3K -$2.02K -6 -38%
CCM
1258
Copeland Capital Management
Pennsylvania
$3K – – –
IFAM
1259
Institutional & Family Asset Management
Colorado
$3K – – –
BC
1260
Bartlett & Co
Ohio
$3K +$2.7K +8 New
DWMG
1261
DB Wealth Management Group
California
$3K +$3.04K +9 New
RWA
1262
Ropes Wealth Advisors
Massachusetts
$3K +$3.37K +10 New
SPWG
1263
Sage Private Wealth Group
Illinois
$3K +$3.37K +10 New
BCWM
1264
Bartlett & Co Wealth Management
Ohio
$2.63K +$2.7K +8 New
UFF
1265
USA Financial Formulas
Michigan
$2K -$914K -2,709 -100%
FMP
1266
Financial Management Professionals
Texas
$2K -$1.69K -5 -42%
MCM
1267
Manchester Capital Management
Vermont
$2K -$675 -2 -22%
GI
1268
Gradient Investments
Minnesota
$2K – – –
RBC
1269
Roble Belko & Company
Pennsylvania
$2K – – –
TIAM2
1270
Tru Independence Asset Management 2
Oregon
$2K +$1.69K +5 New
CWM
1271
Curi Wealth Management
North Carolina
$2K +$2.7K +8 New
TFA
1272
Transamerica Financial Advisors
Florida
$1K -$675 -2 -40%
TFM
1273
TFC Financial Management
Massachusetts
$1K – – –
ICP
1274
Interchange Capital Partners
Pennsylvania
$1K +$1.69K +5 New
WIM
1275
Westside Investment Management
California
$16 – – –
49 50
51
52 53