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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
1276
Trust Point Inc
Wisconsin
$696K -$49.1K -96 -7%
CJL
1277
Cyrus J. Lawrence
New York
$696K -$10.4M -20,412 -94%
HBS
1278
Howard Bailey Securities
Indiana
$696K -$120K -234 -15%
FWCM
1279
Ferguson Wellman Capital Management
Oregon
$694K +$94.5K +185 +16%
BFA
1280
Buttonwood Financial Advisors
Maryland
$688K -$6.64K -13 -1%
LAM
1281
L2 Asset Management
Massachusetts
$687K +$61.8K +121 +10%
KCM
1282
Kathmere Capital Management
Pennsylvania
$681K +$55.2K +108 +9%
BBP
1283
Banco BTG Pactual
Brazil
$681K -$432K -846 -39%
CFP
1284
Catalyst Financial Partners
Massachusetts
$681K +$34.2K +67 +5%
MFA
1285
Mayflower Financial Advisors
Massachusetts
$680K +$17.9K +35 +3%
TAM
1286
Townsend Asset Management
North Carolina
$679K -$6.13K -12 -0.9%
LFA
1287
Legacy Financial Advisors
Kentucky
$677K +$9.71K +19 +1%
ST
1288
Smithfield Trust
Pennsylvania
$676K -$80.7K -158 -11%
GS
1289
GTS Securities
Florida
$668K -$226K -443 -25%
AWA
1290
Arete Wealth Advisors
Illinois
$668K +$405K +792 +151%
PFG
1291
Prosperity Financial Group
California
$667K +$12.3K +24 +2%
KCM
1292
Kendall Capital Management
Maryland
$665K -$17.9K -35 -3%
JSW
1293
Journey Strategic Wealth
New Jersey
$661K +$3.58K +7 +0.5%
OWP
1294
ORG Wealth Partners
Texas
$661K +$141K +276 +27%
RCWM
1295
Royal Capital Wealth Management
Indiana
$661K – – –
BOM
1296
Bank of Marin
California
$660K – – –
SSW
1297
Smith Shellnut Wilson
Mississippi
$647K +$16.9K +33 +3%
GIM
1298
Generali Investments Management
Slovenia
$646K +$30.1K +59 +5%
CWM
1299
Circle Wealth Management
New Jersey
$645K +$5.11K +10 +0.8%
WB
1300
WesBanco Bank
West Virginia
$644K +$4.6K +9 +0.7%
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