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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1301
ICW Investment Advisors
Arizona
$602K +$38.1K +75 +7%
CFM
1302
Catalyst Funds Management
Australia
$598K – – –
BAM
1303
Blueshift Asset Management
New Jersey
$597K +$608K +1,199 New
TWM
1304
Trueblood Wealth Management
Ohio
$596K +$8.12K +16 +1%
FWCM
1305
Ferguson Wellman Capital Management
Oregon
$588K -$15.7K -31 -3%
MGIA
1306
Moneta Group Investment Advisors
Missouri
$584K -$59.4K -117 -9%
PWM
1307
Paulson Wealth Management
Illinois
$584K +$13.7K +27 +2%
LHC
1308
Little House Capital
Massachusetts
$583K – – –
TFP
1309
Tilia Fiduciary Partners
North Carolina
$576K -$8.63K -17 -1%
UCB
1310
United Community Bank
South Carolina
$576K – – –
MWM
1311
Modera Wealth Management
New Jersey
$574K +$94.9K +187 +19%
WF
1312
Welch & Forbes
Massachusetts
$572K +$16.2K +32 +3%
TC
1313
TwinBeech Capital
New York
$568K -$25.6M -50,510 -98%
GWP
1314
Gen-Wealth Partners
Michigan
$567K +$19.3K +38 +3%
WAG
1315
Wallace Advisory Group
California
$566K -$22.3K -44 -4%
EWA
1316
EverSource Wealth Advisors
Alabama
$562K +$244K +481 +74%
DAC
1317
Dividend Assets Capital
South Carolina
$557K – – –
SGI
1318
Summit Global Investments
Utah
$555K +$180K +354 +47%
HFO
1319
Heritage Family Offices
Arizona
$554K +$32K +63 +6%
SWM
1320
SeaCrest Wealth Management
New York
$552K +$35K +69 +7%
DT
1321
Diversified Trust
Tennessee
$552K -$295K -581 -34%
CC
1322
Callan Capital
California
$551K -$39.6K -78 -7%
CAWM
1323
Capital A Wealth Management
Pennsylvania
$550K +$561K +1,105 New
PEA
1324
Park Edge Advisors
Ohio
$549K +$559K +1,102 New
FTUS
1325
Flow Traders U.S.
New York
$545K +$555K +1,094 New
51 52
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