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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1101
Clean Yield Group
Vermont
$90K – – –
WB
1102
Webster Bank
Connecticut
$90K – – –
WPA
1103
West Paces Advisors
Georgia
$84.4K – – –
LS
1104
Leelyn Smith
Illinois
$80K -$50.8K -144 -39%
CI
1105
CX Institutional
Indiana
$79K +$13.8K +39 +22%
NNP
1106
Nachman Norwood & Parrott
South Carolina
$76K +$74.1K +210 New
CAL
1107
Capital Analysts LLC
Pennsylvania
$75K – – –
HWA
1108
HHM Wealth Advisors
Tennessee
$75K – – –
ZB
1109
Zions Bancorporation
Utah
$75K – – –
LWM
1110
Liberty Wealth Management
California
$74K -$5.64K -16 -7%
EFSCE
1111
Enterprise Financial Services Corp (EFSC)
Missouri
$74K – – –
TWA
1112
TCI Wealth Advisors
Arizona
$74K – – –
CT
1113
Caldwell Trust
Florida
$72.1K – – –
C
1114
Cerebellum
California
$66K -$205K -580 -76%
LWA
1115
Lenox Wealth Advisors
New York
$66K – – –
AS
1116
Altshuler Shaham
Israel
$62K +$14.1K +40 +31%
CHA
1117
Carmichael Hill & Associates
Maryland
$60K – – –
GRP
1118
Global Retirement Partners
California
$59K – – –
RFA
1119
Reilly Financial Advisors
California
$59K +$353 +1 +0.6%
HGWM
1120
Harvest Group Wealth Management
Massachusetts
$58K – – –
KTC
1121
Kistler-Tiffany Companies
Pennsylvania
$58K – – –
RIM
1122
Rampart Investment Management
Connecticut
$55K -$1.54M -4,357 -97%
WLPWM
1123
Walled Lake Planning & Wealth Management
Illinois
$54K – – –
SLF
1124
Sun Life Financial
Ontario, Canada
$52K -$353 -1 -0.7%
PB
1125
Pinnacle Bancorp
Nebraska
$52K – – –
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