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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
1101
F.L. Putnam Investment Management
Massachusetts
$237K +$223K +671 New
AFWM
1102
AMJ Financial Wealth Management
Virginia
$236K – – –
EWM
1103
Empirical Wealth Management
Washington
$236K – – –
SRC
1104
Shufro Rose & Co
New York
$235K – – –
ANTB
1105
AMG National Trust Bank
Colorado
$235K +$5.99K +18 +3%
BBP
1106
Banco BTG Pactual
Brazil
$235K +$222K +667 New
SAM
1107
Strategy Asset Managers
California
$231K +$5.99K +18 +3%
TA
1108
Tiedemann Advisors
New York
$231K +$12K +36 +6%
LWMM
1109
Legacy Wealth Management (Mississippi)
Mississippi
$230K +$217K +652 New
WA
1110
Wealth Alliance
New York
$229K -$195K -587 -47%
PPW
1111
Pasadena Private Wealth
California
$229K – – –
CAMG
1112
CWA Asset Management Group
Florida
$229K +$216K +649 New
IWC
1113
Integrated Wealth Concepts
Massachusetts
$227K -$832K -2,501 -80%
PFM
1114
Parsec Financial Management
North Carolina
$227K -$1.66K -5 -0.8%
RPWA
1115
Regent Peak Wealth Advisors
Georgia
$225K +$11K +33 +5%
SHGA
1116
Sand Hill Global Advisors
California
$224K -$18K -54 -8%
JIP
1117
Jaffetilchin Investment Partners
Florida
$224K +$211K +635 New
NAMP
1118
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$223K – – –
UR
1119
USCA RIA
Texas
$223K +$210K +631 New
CFO
1120
Collective Family Office
Pennsylvania
$223K +$211K +633 New
TCOT
1121
Trust Company of Toledo
Ohio
$218K – – –
WIC
1122
Water Island Capital
New York
$218K +$205K +617 New
FWP
1123
FAS Wealth Partners
Kansas
$217K – – –
DY
1124
Dowling & Yahnke
California
$217K +$205K +615 New
MSS
1125
Mitchell Sinkler & Starr
Pennsylvania
$216K +$204K +612 New
43 44
45
46 47