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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
1326
Balentine LLC
Georgia
$516K +$494K +998 New
HL
1327
HeadInvest LLC
Maine
$515K +$9.9K +20 +2%
EFG
1328
Embree Financial Group
Illinois
$514K – – –
NP
1329
Nilsine Partners
Colorado
$513K -$36.6K -74 -7%
MPM
1330
Meritage Portfolio Management
Kansas
$511K -$70.8K -143 -13%
FIB
1331
First Interstate Bank
Montana
$511K +$1.98K +4 +0.4%
GC
1332
Gilbert & Cook
Iowa
$510K -$13.4K -27 -3%
FTIS
1333
First Trust Investment Solutions
Florida
$510K +$13.4K +27 +3%
CH
1334
Cromwell Holdings
Wyoming
$510K – – –
VA
1335
Verdad Advisers
Massachusetts
$510K +$488K +987 New
DS
1336
DRW Securities
Illinois
$509K -$719K -1,453 -60%
PFA
1337
Plotkin Financial Advisors
Maryland
$508K +$41.6K +84 +9%
WAG
1338
Wallace Advisory Group
California
$508K – – –
CB
1339
Community Bank
New York
$507K -$9.9K -20 -2%
WMA
1340
West Michigan Advisors
Michigan
$505K -$16.3K -33 -3%
LWL
1341
Leo Wealth LLC
Texas
$504K -$13.4K -27 -3%
MFA
1342
Mayflower Financial Advisors
Massachusetts
$504K +$104K +210 +27%
RDWM
1343
Red Door Wealth Management
Tennessee
$501K +$200K +405 +72%
TA
1344
TFB Advisors
Kansas
$500K +$2.47K +5 +0.5%
PIA
1345
Pinion Investment Advisors
Kansas
$500K +$14.8K +30 +3%
MWM
1346
Modera Wealth Management
New Jersey
$499K +$2.47K +5 +0.5%
NCFG
1347
New Century Financial Group
New Jersey
$495K +$85.1K +172 +22%
CWA
1348
Cornerstone Wealth Advisors
Minnesota
$493K – – –
WCM
1349
Winthrop Capital Management
Indiana
$493K -$5.94K -12 -1%
EAM
1350
Eschler Asset Management
United Kingdom
$491K -$343K -694 -42%
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