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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SDIC
1301
South Dakota Investment Council
South Dakota
$561K +$613K +1,320 New
TAM
1302
Townsend Asset Management
North Carolina
$560K +$88.2K +190 +17%
FAM
1303
Formidable Asset Management
Ohio
$557K -$21.4K -46 -3%
DCM
1304
Dimension Capital Management
Florida
$556K -$330K -710 -35%
CCWM
1305
Cassaday & Co Wealth Management
Virginia
$555K -$16.2K -35 -3%
FP
1306
Factorial Partners
New York
$553K -$1.95M -4,200 -76%
BSL
1307
Blue Sparrow LLC
Delaware
$553K -$1.21M -2,600 -67%
RCWM
1308
Royal Capital Wealth Management
Indiana
$553K – – –
BOM
1309
Bank of Marin
California
$553K – – –
SAG
1310
SageView Advisory Group
California
$552K -$35.7K -77 -6%
SF
1311
Symphony Financial
Texas
$552K +$351K +756 +138%
LIP
1312
Lighthouse Investment Partners
Florida
$550K +$600K +1,292 New
TWM
1313
Trueblood Wealth Management
Ohio
$549K -$20K -43 -3%
MAG
1314
Meadowbrook Advisors Group
New Jersey
$547K – – –
PWP
1315
Principle Wealth Partners
Connecticut
$540K +$1.86K +4 +0.3%
CIC
1316
Carnegie Investment Counsel
Ohio
$536K – – –
UCB
1317
United Community Bank
South Carolina
$535K +$174K +375 +42%
YIA
1318
YHB Investment Advisors
Connecticut
$534K +$583K +1,256 New
MFA
1319
Mayflower Financial Advisors
Massachusetts
$533K +$35.3K +76 +6%
AFGAS
1320
Allegiance Financial Group Advisory Services
Virginia
$533K +$582K +1,254 New
WP
1321
WealthPLAN Partners
Nebraska
$533K -$406K -875 -41%
PC
1322
Permanens Capital
New York
$532K +$581K +1,251 New
BBWP
1323
Beacon Bridge Wealth Partners
Pennsylvania
$530K +$66.4K +143 +13%
FI
1324
Fosun International
China
$530K +$121K +260 +26%
WMA
1325
West Michigan Advisors
Michigan
$529K +$145K +312 +33%
51 52
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