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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1251
ICW Investment Advisors
Arizona
$806K +$56.4K +114 +8%
EWA
1252
EverSource Wealth Advisors
Alabama
$806K -$173K -350 -18%
GIM
1253
Generali Investments Management
Slovenia
$805K -$41.6K -84 -5%
HW
1254
Hancock Whitney
Mississippi
$797K -$52.4K -106 -6%
CCA
1255
Conestoga Capital Advisors
Pennsylvania
$795K +$12.4K +25 +2%
AU
1256
AlphaGrep UK
$793K +$751K +1,517 New
IPW
1257
Impact Partnership Wealth
Georgia
$789K +$747K +1,510 New
HPM
1258
Hoxton Planning & Management
West Virginia
$788K -$7.92K -16 -1%
NRW
1259
Nova R Wealth
Kansas
$788K – – –
FNBT
1260
FineMark National Bank & Trust
Florida
$787K – – –
OWP
1261
Obermeyer Wealth Partners
Colorado
$786K – – –
PFW
1262
Petros Family Wealth
Minnesota
$784K +$202K +409 +37%
WSFS
1263
Wilmington Savings Fund Society
Delaware
$777K +$233K +470 +46%
NHT
1264
New Hampshire Trust
New Hampshire
$775K -$8.41K -17 -1%
NP
1265
Nilsine Partners
Colorado
$762K +$108K +218 +18%
SRM
1266
Shelter Rock Management
New York
$759K +$718K +1,452 New
ALA
1267
Atlas Legacy Advisors
California
$758K +$172K +348 +31%
MWM
1268
Modern Wealth Management
Kansas
$758K +$170K +343 +31%
XWL
1269
XXI Wealth LLC
Illinois
$756K +$715K +1,446 New
AW
1270
Alteri Wealth
California
$755K -$75.7K -153 -10%
RSC
1271
Red Spruce Capital
Pennsylvania
$755K – – –
BMCM
1272
Bryn Mawr Capital Management
Pennsylvania
$753K +$248K +501 +53%
WI
1273
WBI Investments
New Jersey
$752K +$712K +1,438 New
TA
1274
TrueWealth Advisors
Alabama
$751K +$36.6K +74 +5%
AAMU
1275
AEGON Asset Management (UK)
United Kingdom
$750K +$134K +271 +23%
49 50
51
52 53