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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
1001
Verdence Capital Advisors
Maryland
$258K +$235K +783 New
BWP
1002
BSW Wealth Partners
Colorado
$257K +$234K +779 New
CAM
1003
Cypress Asset Management
Texas
$252K +$230K +765 New
CBT
1004
Capital Bank & Trust
California
$248K -$2.71K -9 -1%
TPA
1005
Trivium Point Advisory
Connecticut
$248K +$219K +728 New
GBT
1006
Grove Bank & Trust
Florida
$245K +$223K +743 New
CAN
1007
Claraphi Advisory Network
United States
$244K +$24.7K +82 +12%
SB
1008
Strategic Blueprint
Georgia
$242K +$221K +735 New
CIS
1009
Capital International Sarl
California
$237K – – –
VC
1010
Vicus Capital
Pennsylvania
$237K +$216K +718 New
FNBT
1011
FineMark National Bank & Trust
Florida
$235K +$215K +714 New
KWM
1012
Keebeck Wealth Management
Illinois
$235K +$215K +716 New
FC
1013
Forte Capital
New York
$234K +$213K +709 New
CWM
1014
Connecticut Wealth Management
Connecticut
$234K +$213K +710 New
SHGA
1015
Sand Hill Global Advisors
California
$233K +$212K +706 New
GA
1016
Geller Advisors
New York
$232K +$212K +704 New
MWPCG
1017
Measured Wealth Private Client Group
New Hampshire
$232K +$212K +705 New
ETI
1018
Enterprise Trust & Investment
California
$231K -$30.1K -100 -13%
AC
1019
Abbrea Capital
California
$231K +$210K +700 New
AWM
1020
Altavista Wealth Management
North Carolina
$231K +$210K +700 New
AFWM
1021
AMJ Financial Wealth Management
Virginia
$231K +$210K +700 New
HI
1022
Hendershot Investments
Virginia
$231K +$210K +700 New
TAM
1023
Trust Asset Management
Texas
$227K +$207K +688 New
SWM
1024
SVA Wealth Management
Wisconsin
$226K +$207K +687 New
DWM
1025
Dakota Wealth Management
Florida
$225K +$205K +682 New
39 40
41
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