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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1301
Generali Investments Management
Slovenia
$604K +$615K +1,212 New
IIA
1302
ICW Investment Advisors
Arizona
$602K +$38.1K +75 +7%
CFM
1303
Catalyst Funds Management
Australia
$598K – – –
BAM
1304
Blueshift Asset Management
New Jersey
$597K +$608K +1,199 New
TWM
1305
Trueblood Wealth Management
Ohio
$596K +$8.12K +16 +1%
FWCM
1306
Ferguson Wellman Capital Management
Oregon
$588K -$15.7K -31 -3%
MGIA
1307
Moneta Group Investment Advisors
Missouri
$584K -$59.4K -117 -9%
PWM
1308
Paulson Wealth Management
Illinois
$584K +$13.7K +27 +2%
LHC
1309
Little House Capital
Massachusetts
$583K – – –
BWM
1310
Bullock Wealth Management
Indiana
$579K -$34K -67 -5%
TFP
1311
Tilia Fiduciary Partners
North Carolina
$576K -$8.63K -17 -1%
UCB
1312
United Community Bank
South Carolina
$576K – – –
MWM
1313
Modera Wealth Management
New Jersey
$574K +$94.9K +187 +19%
WF
1314
Welch & Forbes
Massachusetts
$572K +$16.2K +32 +3%
TC
1315
TwinBeech Capital
New York
$568K -$25.6M -50,510 -98%
GWP
1316
Gen-Wealth Partners
Michigan
$567K +$19.3K +38 +3%
WAG
1317
Wallace Advisory Group
California
$566K -$22.3K -44 -4%
EWA
1318
EverSource Wealth Advisors
Alabama
$562K +$244K +481 +74%
DAC
1319
Dividend Assets Capital
South Carolina
$557K – – –
SGI
1320
Summit Global Investments
Utah
$555K +$180K +354 +47%
HFO
1321
Heritage Family Offices
Arizona
$554K +$32K +63 +6%
SWM
1322
SeaCrest Wealth Management
New York
$552K +$35K +69 +7%
DT
1323
Diversified Trust
Tennessee
$552K -$295K -581 -34%
CC
1324
Callan Capital
California
$551K -$39.6K -78 -7%
CAWM
1325
Capital A Wealth Management
Pennsylvania
$550K +$561K +1,105 New
51 52
53
54 55