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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1101
Wallace Advisory Group
California
$568K -$21.2K -54 -4%
HPM
1102
Hoxton Planning & Management
West Virginia
$563K -$27.9K -71 -4%
GC
1103
Guidance Capital
Kentucky
$561K +$36.6K +93 +6%
BOM
1104
Bank of Marin
California
$559K -$12.6K -32 -2%
FNBT
1105
FineMark National Bank & Trust
Florida
$556K -$7.08K -18 -1%
NP
1106
NorthRock Partners
Minnesota
$554K -$45.2K -115 -7%
RZH
1107
Relyea Zuckerberg Hanson
Connecticut
$553K -$2.75K -7 -0.5%
SIG
1108
Stonegate Investment Group
Alabama
$552K -$23.2K -59 -4%
ST
1109
Spinnaker Trust
Maine
$547K – – –
CAMV
1110
Concord Asset Management (Virginia)
Virginia
$546K +$170K +432 +41%
ACI
1111
Alpha Cubed Investments
California
$545K +$9.44K +24 +2%
NP
1112
Nilsine Partners
Colorado
$545K -$1.97K -5 -0.3%
NRW
1113
Nova R Wealth
Kansas
$545K – – –
BMCM
1114
Bryn Mawr Capital Management
Pennsylvania
$544K +$586K +1,490 New
XT
1115
XTX Topco
Cayman Islands
$544K +$585K +1,489 New
VAS
1116
Vestmark Advisory Solutions
Massachusetts
$541K -$4.86M -12,350 -89%
BFA
1117
Buttonwood Financial Advisors
Maryland
$536K +$9.83K +25 +2%
CF
1118
Cantor Fitzgerald
New York
$535K +$10.6K +27 +2%
IBOK
1119
Independence Bank of Kentucky
Kentucky
$534K +$106K +269 +23%
NHT
1120
New Hampshire Trust
New Hampshire
$532K -$3.54K -9 -0.6%
VIP
1121
Vantage Investment Partners
Missouri
$532K +$572K +1,456 New
MSS
1122
Mitchell Sinkler & Starr
Pennsylvania
$529K +$193K +490 +51%
JWCA
1123
J.W. Coons Advisors
Ohio
$527K -$2.01M -5,120 -78%
AWA
1124
Arkadios Wealth Advisors
Georgia
$525K +$51.1K +130 +10%
OP
1125
ORG Partners
Indiana
$522K +$31.5K +80 +6%
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