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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
1301
E Fund Management
China
$233K – – –
TFM
1302
TFC Financial Management
Massachusetts
$233K – – –
LWMM
1303
Legacy Wealth Management (Mississippi)
Mississippi
$232K – – –
G
1304
Gainplan
Michigan
$232K -$35.6K -100 -13%
CB
1305
Community Bank
New York
$231K -$7.13K -20 -3%
LFA
1306
Legacy Financial Advisors
Kentucky
$231K +$20K +56 +9%
PHK
1307
Point72 Hong Kong
Hong Kong
$230K -$12.2M -34,251 -98%
BFA
1308
Brendel Financial Advisors
New Hampshire
$230K -$1.74M -4,879 -88%
CWM
1309
Connecticut Wealth Management
Connecticut
$229K -$34.9K -98 -13%
RB
1310
Renasant Bank
Mississippi
$227K -$10.7K -30 -4%
AIA
1311
Avalon Investment & Advisory
Texas
$227K -$6.06K -17 -2%
TA
1312
Townsend & Associates
Colorado
$227K +$230K +646 New
TC
1313
Telemus Capital
Michigan
$226K -$24.2K -68 -9%
SRC
1314
Shufro Rose & Co
New York
$225K – – –
AF
1315
Alerus Financial
North Dakota
$224K -$1.34M -3,769 -85%
MA
1316
Mutual Advisors
Nebraska
$224K -$42.8K -120 -15%
AIA
1317
Alera Investment Advisors
Illinois
$224K -$1.07K -3 -0.4%
CMS
1318
Capital Market Strategies
Florida
$223K -$17.5K -49 -7%
DBRC
1319
D.B. Root & Company
Pennsylvania
$223K -$5.7K -16 -2%
SIC
1320
Salem Investment Counselors
North Carolina
$223K +$37.4K +105 +19%
LNC
1321
Lincoln National Corp
Pennsylvania
$222K -$526K -1,476 -69%
SWM
1322
Sculati Wealth Management
Michigan
$222K – – –
AWA
1323
Arkadios Wealth Advisors
Georgia
$222K +$235K +658 New
NP
1324
NorthRock Partners
Minnesota
$221K -$167K -468 -42%
VC
1325
Veracity Capital
Georgia
$220K -$33.9K -95 -13%
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