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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1251
Waldron Private Wealth
Pennsylvania
$715K -$20K -40 -3%
FAM
1252
Formidable Asset Management
Ohio
$714K -$110K -221 -14%
PFBT
1253
Parkside Financial Bank & Trust
Missouri
$712K +$80.4K +161 +14%
LCWP
1254
Legacy Capital Wealth Partners
Arkansas
$708K -$69.9K -140 -9%
TPCW
1255
TD Private Client Wealth
New York
$707K -$91.3K -183 -12%
BBP
1256
Banco BTG Pactual
Brazil
$707K – – –
TAM
1257
Townsend Asset Management
North Carolina
$705K – – –
MGIA
1258
Moneta Group Investment Advisors
Missouri
$698K +$61.9K +124 +10%
PCP
1259
Proficio Capital Partners
Massachusetts
$698K +$28.4K +57 +5%
LWP
1260
LeClair Wealth Partners
Ohio
$695K -$58.9K -118 -8%
PFG
1261
Prosperity Financial Group
California
$694K +$1.5K +3 +0.2%
BCM
1262
Boreal Capital Management
Florida
$694K +$657K +1,316 New
KCM
1263
Kathmere Capital Management
Pennsylvania
$693K -$13.5K -27 -2%
GXJ
1264
Global X Japan
Japan
$692K +$66.9K +134 +11%
WB
1265
WesBanco Bank
West Virginia
$691K +$22K +44 +3%
PPWM
1266
Paragon Private Wealth Management
Kentucky
$691K +$137K +275 +27%
KCM
1267
Kendall Capital Management
Maryland
$685K -$4.49K -9 -0.7%
RCWM
1268
Royal Capital Wealth Management
Indiana
$685K – – –
PA
1269
Prossimo Advisors
California
$685K -$113K -226 -15%
BOM
1270
Bank of Marin
California
$685K – – –
PWP
1271
Principle Wealth Partners
Connecticut
$684K +$54.4K +109 +9%
GIC
1272
Generali Investments CEE
Czech Republic
$684K +$647K +1,297 New
IIA
1273
ICW Investment Advisors
Arizona
$679K +$32.9K +66 +5%
AWCI
1274
Alpine Woods Capital Investors
New York
$672K +$52.9K +106 +9%
GIM
1275
Generali Investments Management
Slovenia
$669K – – –
49 50
51
52 53