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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
Altavista Wealth Management
North Carolina
$252K – – –
AFWM
1027
AMJ Financial Wealth Management
Virginia
$252K – – –
ETI
1028
Enterprise Trust & Investment
California
$252K – – –
MWPCG
1029
Measured Wealth Private Client Group
New Hampshire
$251K -$3.53K -10 -1%
BFA
1030
Brendel Financial Advisors
New Hampshire
$250K -$887K -2,513 -78%
PTC
1031
Petrus Trust Company
Texas
$249K +$244K +691 New
PFA
1032
Pinnacle Family Advisors
Missouri
$246K +$241K +683 New
GA
1033
Geller Advisors
New York
$245K -$8.47K -24 -3%
SRC
1034
Shufro Rose & Co
New York
$241K – – –
PG
1035
Pendal Group
Australia
$241K +$235K +667 New
PIN
1036
Prudent Investors Network
California
$238K – – –
ACA
1037
Affinity Capital Advisors
California
$237K +$7.06K +20 +3%
EWM
1038
Empirical Wealth Management
Washington
$236K – – –
PPW
1039
Pasadena Private Wealth
California
$234K -$706 -2 -0.3%
SPP
1040
Single Point Partners
Massachusetts
$233K – – –
PFM
1041
Parsec Financial Management
North Carolina
$233K +$1.76K +5 +0.8%
BDF
1042
Balasa Dinverno & Foltz
$232K +$11.3K +32 +5%
FB
1043
Fulton Bank
Pennsylvania
$232K +$227K +642 New
VFA
1044
Voya Financial Advisors
Connecticut
$230K -$7.06K -20 -3%
MA
1045
Mutual Advisors
Nebraska
$230K +$353 +1 +0.2%
IF
1046
IRON Financial
Illinois
$229K +$224K +634 New
BCM
1047
Buckhead Capital Management
Georgia
$229K +$224K +635 New
TA
1048
Tiedemann Advisors
New York
$228K -$6K -17 -3%
NAMP
1049
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$228K – – –
BRG
1050
Bay Rivers Group
Virginia
$227K +$222K +630 New
40 41
42
43 44