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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1301
Magnetar Financial
Illinois
$255K +$247K +540 New
BAS
1302
Brown Advisory Securities
Maryland
$250K -$30.2K -66 -11%
EFM
1303
E Fund Management
China
$250K – – –
FWP
1304
FAS Wealth Partners
Kansas
$248K -$41.2K -90 -15%
WI
1305
WrapManager Inc
California
$246K -$37.1K -81 -13%
NP
1306
NorthRock Partners
Minnesota
$246K +$238K +521 New
AIP
1307
Almanack Investment Partners
Pennsylvania
$244K -$5.03K -11 -2%
AT
1308
Arvest Trust
Oklahoma
$242K +$234K +512 New
APP
1309
Alpha Paradigm Partners
Illinois
$241K -$55.4K -121 -19%
WPC
1310
Wedmont Private Capital
Pennsylvania
$241K +$253K +552 New
EMFAT
1311
Emerald Mutual Fund Advisers Trust
Pennsylvania
$240K – – –
RWM
1312
Rockwood Wealth Management
Pennsylvania
$238K +$231K +505 New
CBN
1313
Cadence Bank NA
Texas
$238K – – –
APW
1314
Aurora Private Wealth
New Jersey
$236K – – –
DI
1315
DAGCO Inc
Ohio
$236K – – –
MIM
1316
Marco Investment Management
Georgia
$236K – – –
SIC
1317
Salem Investment Counselors
North Carolina
$236K +$229K +500 New
CIA
1318
Capital Investment Advisors
Georgia
$236K +$229K +501 New
IIM
1319
Ipswich Investment Management
Massachusetts
$234K – – –
W
1320
Wealthquest
Ohio
$234K – – –
EWM
1321
EPG Wealth Management
Georgia
$234K +$1.37K +3 +0.6%
PWMG
1322
Prestige Wealth Management Group
New Jersey
$234K +$9.61K +21 +4%
BTWM
1323
Baker Tilly Wealth Management
Wisconsin
$231K -$131K -286 -37%
HKIMG
1324
Hutchens & Kramer Investment Management Group
Indiana
$229K +$253K +552 New
TIM
1325
Triad Investment Management
California
$228K +$221K +483 New
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