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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1301
Optas LLC
Texas
$480K +$22K +52 +5%
QWP
1302
Quotient Wealth Partners
Texas
$479K -$11.8K -28 -2%
PWM
1303
Paulson Wealth Management
Illinois
$477K – – –
SC
1304
Sepio Capital
Utah
$476K +$102K +242 +26%
UBG
1305
United Bank (Georgia)
Georgia
$476K +$493K +1,168 New
AWP
1306
Abacus Wealth Partners
California
$475K -$853K -2,019 -63%
TSW
1307
Thompson Siegel & Walmsley
Virginia
$473K – – –
EFG
1308
Embree Financial Group
Illinois
$472K +$14.4K +34 +3%
PCM
1309
Prelude Capital Management
New York
$470K +$33.8K +80 +7%
WMA
1310
West Michigan Advisors
Michigan
$469K -$38.9K -92 -7%
AWM
1311
Angeles Wealth Management
California
$463K -$11K -26 -2%
PWM
1312
Peck Wealth Management
New York
$461K – – –
AAM
1313
AR Asset Management
California
$461K – – –
KWM
1314
Keebeck Wealth Management
Illinois
$460K -$168K -397 -25%
VCA
1315
Verdence Capital Advisors
Maryland
$459K +$23.2K +55 +5%
CCWM
1316
Cassaday & Co Wealth Management
Virginia
$459K -$75.2K -178 -14%
NP
1317
Nilsine Partners
Colorado
$459K +$136K +322 +40%
IFU
1318
iSAM Funds (UK)
United Kingdom
$456K +$85.7K +203 +22%
JFGIW
1319
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$456K -$28.7K -68 -6%
IMRF
1320
Illinois Municipal Retirement Fund
Illinois
$456K -$942K -2,231 -67%
LFAS
1321
Level Four Advisory Services
Texas
$455K -$12.2K -29 -3%
FPW
1322
Flywheel Private Wealth
California
$454K +$31.7K +75 +7%
A
1323
Argentarii
Ohio
$452K -$730K -1,728 -61%
WC
1324
Woodstock Corp
Massachusetts
$452K -$11.8K -28 -2%
NB
1325
Nicolet Bankshares
Wisconsin
$449K +$207K +489 +86%
51 52
53
54 55