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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MSS
1476
Mitchell Sinkler & Starr
Pennsylvania
$466K +$4.95K +10 +1%
RS
1477
R Squared
Hong Kong
$466K -$493K -996 -53%
PL
1478
Perpetual Ltd
Australia
$465K -$119K -241 -21%
4WM
1479
44 Wealth Management
Oregon
$463K -$28.2K -57 -6%
AIM
1480
Alhambra Investment Management
Florida
$463K +$438K +886 New
UCB
1481
United Community Bank
South Carolina
$461K -$89.1K -180 -17%
HCMG
1482
Howard Capital Management Group
California
$461K – – –
NL
1483
NWAM LLC
Washington
$461K +$1.48K +3 +0.3%
ZIM
1484
Zacks Investment Management
Illinois
$460K -$35.6K -72 -8%
HFRG
1485
Houlihan Financial Resource Group
Virginia
$459K +$435K +879 New
WAM
1486
Wakefield Asset Management
Colorado
$459K +$13.9K +28 +3%
SIM
1487
Sentry Investment Management
Wisconsin
$459K – – –
TP
1488
Tranquility Partners
Tennessee
$459K -$817K -1,651 -65%
TWM
1489
Topsail Wealth Management
North Carolina
$459K -$17.3K -35 -4%
VGDSS
1490
VUB Generali dochodkova spravcovska spolocnost
$458K +$434K +877 New
RWM
1491
Revisor Wealth Management
Ohio
$458K -$2.47K -5 -0.6%
SAM
1492
Strategy Asset Managers
California
$456K +$56.4K +114 +15%
MSCM
1493
McElhenny Sheffield Capital Management
Texas
$454K +$38.6K +78 +10%
MGIA
1494
Matthew Goff Investment Advisor
Texas
$454K -$2.97K -6 -0.7%
CFFP
1495
Center for Financial Planning
Michigan
$452K -$55.9K -113 -12%
JIC
1496
Joel Isaacson & Co
New York
$450K – – –
AIA
1497
Accelerate Investment Advisors
California
$450K +$35.1K +71 +9%
TFP
1498
Tilia Fiduciary Partners
North Carolina
$450K -$17.8K -36 -4%
CA
1499
Centerpoint Advisors
Massachusetts
$448K -$990 -2 -0.2%
FNWM
1500
Financial Network Wealth Management
Utah
$445K – – –
58 59
60
61 62