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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1251
Formidable Asset Management
Ohio
$714K -$110K -221 -14%
PFBT
1252
Parkside Financial Bank & Trust
Missouri
$712K +$80.4K +161 +14%
LCWP
1253
Legacy Capital Wealth Partners
Arkansas
$708K -$69.9K -140 -9%
TPCW
1254
TD Private Client Wealth
New York
$707K -$91.3K -183 -12%
BBP
1255
Banco BTG Pactual
Brazil
$707K – – –
TAM
1256
Townsend Asset Management
North Carolina
$705K – – –
MGIA
1257
Moneta Group Investment Advisors
Missouri
$698K +$61.9K +124 +10%
PCP
1258
Proficio Capital Partners
Massachusetts
$698K +$28.4K +57 +5%
LWP
1259
LeClair Wealth Partners
Ohio
$695K -$58.9K -118 -8%
PFG
1260
Prosperity Financial Group
California
$694K +$1.5K +3 +0.2%
BCM
1261
Boreal Capital Management
Florida
$694K +$657K +1,316 New
KCM
1262
Kathmere Capital Management
Pennsylvania
$693K -$13.5K -27 -2%
GXJ
1263
Global X Japan
Japan
$692K +$66.9K +134 +11%
WB
1264
WesBanco Bank
West Virginia
$691K +$22K +44 +3%
PPWM
1265
Paragon Private Wealth Management
Kentucky
$691K +$137K +275 +27%
KCM
1266
Kendall Capital Management
Maryland
$685K -$4.49K -9 -0.7%
RCWM
1267
Royal Capital Wealth Management
Indiana
$685K – – –
PA
1268
Prossimo Advisors
California
$685K -$113K -226 -15%
BOM
1269
Bank of Marin
California
$685K – – –
PWP
1270
Principle Wealth Partners
Connecticut
$684K +$54.4K +109 +9%
GIC
1271
Generali Investments CEE
Czech Republic
$684K +$647K +1,297 New
IIA
1272
ICW Investment Advisors
Arizona
$679K +$32.9K +66 +5%
AWCI
1273
Alpine Woods Capital Investors
New York
$672K +$52.9K +106 +9%
GIM
1274
Generali Investments Management
Slovenia
$669K – – –
CIC
1275
Carnegie Investment Counsel
Ohio
$664K -$15K -30 -2%
49 50
51
52 53