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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
1251
Alpha Cubed Investments
California
$694K -$5.36K -10 -0.7%
LHC
1252
Little House Capital
Massachusetts
$694K -$43.9K -82 -5%
PFG
1253
Prosperity Financial Group
California
$686K +$49.8K +93 +7%
AWCI
1254
Alpine Woods Capital Investors
New York
$685K +$71.2K +133 +10%
BAM
1255
Blueshift Asset Management
New Jersey
$685K +$470K +877 +165%
MFA
1256
Mayflower Financial Advisors
Massachusetts
$678K -$10.2K -19 -1%
TWM
1257
Trueblood Wealth Management
Ohio
$675K +$1.07K +2 +0.1%
MFIM
1258
Mesirow Financial Investment Management
Illinois
$671K -$33.7K -63 -4%
SS
1259
SBI Securities
Japan
$670K -$172K -322 -19%
MA
1260
Mutual Advisors
Nebraska
$668K -$127K -237 -15%
CD
1261
Chapin Davis
Maryland
$663K +$107K +200 +17%
TA
1262
TrueWealth Advisors
Alabama
$663K +$197K +367 +37%
SIG
1263
Stonegate Investment Group
Alabama
$663K -$12.9K -24 -2%
FAM
1264
Formidable Asset Management
Ohio
$659K – – –
MGIA
1265
Moneta Group Investment Advisors
Missouri
$659K +$17.1K +32 +2%
TPCW
1266
TD Private Client Wealth
New York
$658K +$5.89K +11 +0.8%
BBWP
1267
Beacon Bridge Wealth Partners
Pennsylvania
$653K +$138K +257 +24%
FMWA
1268
Forvis Mazars Wealth Advisors
Missouri
$653K -$75K -140 -9%
SFSG
1269
Sound Financial Strategies Group
Mississippi
$652K -$62.6K -117 -8%
BBP
1270
Banco BTG Pactual
Brazil
$652K – – –
LFA
1271
Legacy Financial Advisors
Kentucky
$652K -$19.3K -36 -3%
CCWM
1272
Cassaday & Co Wealth Management
Virginia
$649K -$18.7K -35 -3%
PFBT
1273
Parkside Financial Bank & Trust
Missouri
$647K -$11.8K -22 -2%
WB
1274
WesBanco Bank
West Virginia
$646K +$9.1K +17 +1%
KCM
1275
Kathmere Capital Management
Pennsylvania
$646K +$6.96K +13 +1%
49 50
51
52 53