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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
826
Waters Parkerson & Co
Louisiana
$655K +$5.64K +16 +0.9%
AWM
827
Avitas Wealth Management
California
$652K +$23.3K +66 +4%
GAM
828
Griffin Asset Management
New York
$649K – – –
MAFM
829
Mid Atlantic Financial Management
Pennsylvania
$645K -$71.6K -203 -10%
OPCM
830
Osborne Partners Capital Management
California
$642K – – –
RB
831
Rodgers Brothers
Pennsylvania
$642K – – –
GFS
832
GYL Financial Synergies
Connecticut
$637K – – –
EA
833
Emerald Advisers
Pennsylvania
$636K -$12.3K -35 -2%
MPW
834
Monterey Private Wealth
California
$633K +$1.41K +4 +0.2%
AMCA
835
Arthur M. Cohen & Associates
Illinois
$632K +$619K +1,754 New
GCGDR
836
Geo Capital Gestora de Recursos
Brazil
$622K +$609K +1,725 New
CA
837
Calton & Associates
Florida
$620K +$606K +1,718 New
SFSG
838
Sound Financial Strategies Group
Mississippi
$618K -$10.6K -30 -2%
AAP
839
Arax Advisory Partners
Colorado
$617K +$27.2K +77 +5%
CSIC
840
Clifford Swan Investment Counsel
California
$616K +$4.59K +13 +0.8%
VIA
841
Vident Investment Advisory
Georgia
$615K +$18K +51 +3%
NB
842
NBT Bank
New York
$613K -$111K -314 -16%
BG
843
Bellevue Group
Switzerland
$613K – – –
EH
844
Employers Holdings
Nevada
$613K – – –
FA
845
Faithward Advisors
Pennsylvania
$613K – – –
AIM
846
Arcadia Investment Management
Michigan
$606K – – –
CFFP
847
Center for Financial Planning
Michigan
$603K -$20.5K -58 -3%
HH
848
Hilltop Holdings
Texas
$601K -$20.1K -57 -3%
ST
849
Spinnaker Trust
Maine
$601K – – –
HFM
850
Harvest Fund Management
China
$593K -$147K -417 -20%
32 33
34
35 36