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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1476
Riverwater Partners
Wisconsin
$469K -$1.48K -3 -0.3%
TW
1477
ticino wealth
California
$469K +$444K +898 New
MWM
1478
Modera Wealth Management
New Jersey
$467K -$35.6K -72 -7%
MSS
1479
Mitchell Sinkler & Starr
Pennsylvania
$466K +$4.95K +10 +1%
RS
1480
R Squared
Hong Kong
$466K -$493K -996 -53%
PL
1481
Perpetual Ltd
Australia
$465K -$119K -241 -21%
4WM
1482
44 Wealth Management
Oregon
$463K -$28.2K -57 -6%
AIM
1483
Alhambra Investment Management
Florida
$463K +$438K +886 New
UCB
1484
United Community Bank
South Carolina
$461K -$89.1K -180 -17%
HCMG
1485
Howard Capital Management Group
California
$461K – – –
NL
1486
NWAM LLC
Washington
$461K +$1.48K +3 +0.3%
ZIM
1487
Zacks Investment Management
Illinois
$460K -$35.6K -72 -8%
HFRG
1488
Houlihan Financial Resource Group
Virginia
$459K +$435K +879 New
WAM
1489
Wakefield Asset Management
Colorado
$459K +$13.9K +28 +3%
SIM
1490
Sentry Investment Management
Wisconsin
$459K – – –
TP
1491
Tranquility Partners
Tennessee
$459K -$817K -1,651 -65%
TWM
1492
Topsail Wealth Management
North Carolina
$459K -$17.3K -35 -4%
VGDSS
1493
VUB Generali dochodkova spravcovska spolocnost
$458K +$434K +877 New
RWM
1494
Revisor Wealth Management
Ohio
$458K -$2.47K -5 -0.6%
SAM
1495
Strategy Asset Managers
California
$456K +$56.4K +114 +15%
MSCM
1496
McElhenny Sheffield Capital Management
Texas
$454K +$38.6K +78 +10%
MGIA
1497
Matthew Goff Investment Advisor
Texas
$454K -$2.97K -6 -0.7%
CFFP
1498
Center for Financial Planning
Michigan
$452K -$55.9K -113 -12%
JIC
1499
Joel Isaacson & Co
New York
$450K – – –
AIA
1500
Accelerate Investment Advisors
California
$450K +$35.1K +71 +9%
58 59
60
61 62