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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1251
WesBanco Bank
West Virginia
$648K -$48.5K -98 -7%
WHG
1252
Westwood Holdings Group
Texas
$645K +$10.4K +21 +2%
CWM
1253
Circle Wealth Management
New Jersey
$642K -$75.7K -153 -11%
PWP
1254
Principle Wealth Partners
Connecticut
$639K – – –
C
1255
Certuity
Florida
$639K -$126K -254 -17%
LFA
1256
Legacy Financial Advisors
Kentucky
$638K +$20.8K +42 +4%
CCB
1257
Country Club Bank
Missouri
$635K – – –
JF
1258
Joule Financial
Kentucky
$633K +$1.98K +4 +0.3%
WA
1259
Wambolt & Associates
Colorado
$633K -$3.46K -7 -0.6%
GRP
1260
Global Retirement Partners
California
$632K +$70.8K +143 +13%
CFP
1261
Catalyst Financial Partners
Massachusetts
$632K +$2.97K +6 +0.5%
MAM
1262
Magellan Asset Management
Australia
$626K -$51K -103 -8%
FWCM
1263
Ferguson Wellman Capital Management
Oregon
$626K -$2.47K -5 -0.4%
HIA
1264
Harbor Investment Advisory
Maryland
$622K -$4.95K -10 -0.8%
CFM
1265
Catalyst Funds Management
Australia
$620K +$445K +900 +300%
AFG
1266
Atomi Financial Group
New York
$617K +$70.8K +143 +14%
CC
1267
Callan Capital
California
$612K +$50K +101 +9%
YIH
1268
Y-Intercept (HK)
Hong Kong
$611K +$279K +563 +91%
TWM
1269
Trueblood Wealth Management
Ohio
$610K -$7.42K -15 -1%
ARMT
1270
Amica Retiree Medical Trust
Rhode Island
$606K +$581K +1,173 New
TFP
1271
Tilia Fiduciary Partners
North Carolina
$606K -$495 -1 -0.1%
LHC
1272
Little House Capital
Massachusetts
$605K -$49K -99 -8%
UCB
1273
United Community Bank
South Carolina
$597K -$47.5K -96 -8%
WFI
1274
West Family Investments
California
$597K +$57.4K +116 +11%
PWM
1275
Paulson Wealth Management
Illinois
$592K – – –
49 50
51
52 53