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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCA
1326
Mill Creek Capital Advisors
Pennsylvania
$432K +$91K +212 +28%
WCM
1327
Winthrop Capital Management
Indiana
$431K +$5.15K +12 +1%
TA
1328
TFB Advisors
Kansas
$429K +$130K +303 +46%
FTIS
1329
First Trust Investment Solutions
Florida
$429K +$94.8K +221 +30%
MWM
1330
Modera Wealth Management
New Jersey
$428K +$9.44K +22 +2%
LW
1331
Linscomb Wealth
Texas
$428K +$54.9K +128 +15%
CWA
1332
Cornerstone Wealth Advisors
Minnesota
$426K – – –
DBRC
1333
D.B. Root & Company
Pennsylvania
$426K +$9.44K +22 +2%
EA
1334
Emerald Advisers
Pennsylvania
$425K -$112K -262 -22%
RFS
1335
Richardson Financial Services
Massachusetts
$422K -$41.6K -97 -9%
FG
1336
Fiduciary Group
Georgia
$421K -$2.15K -5 -0.5%
PIA
1337
Pinion Investment Advisors
Kansas
$418K -$42.9K -100 -10%
MIP
1338
Marietta Investment Partners
Wisconsin
$417K – – –
RP
1339
Riverwater Partners
Wisconsin
$417K +$46.8K +109 +13%
TF
1340
Tenon Financial
New Jersey
$414K – – –
CW
1341
CreativeOne Wealth
Kansas
$411K -$300K -700 -43%
AFT
1342
Alpha Family Trust
California
$410K – – –
SCP
1343
Sivia Capital Partners
California
$406K +$4.72K +11 +1%
LA
1344
LM Advisors
California
$404K – – –
AA
1345
Alta Advisers
United Kingdom
$401K – – –
PFA
1346
Plotkin Financial Advisors
Maryland
$401K – – –
BW
1347
Bison Wealth
Georgia
$399K – – –
SB
1348
Strategic Blueprint
Georgia
$398K -$1.29K -3 -0.3%
JIC
1349
Joel Isaacson & Co
New York
$398K +$383K +893 New
AWM
1350
Aprio Wealth Management
Georgia
$396K +$81.5K +190 +27%
52 53
54
55 56