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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1151
West Paces Advisors
Georgia
$76.9K – – –
TF
1152
Tompkins Financial
New York
$71K +$72.9K +216 New
HWA
1153
HHM Wealth Advisors
Tennessee
$68K – – –
ZB
1154
Zions Bancorporation
Utah
$68K – – –
TWA
1155
TCI Wealth Advisors
Arizona
$67K – – –
LWM
1156
Liberty Wealth Management
California
$66K +$337 +1 +0.5%
WFA
1157
West Financial Advisors
Iowa
$66K +$67.5K +200 New
CT
1158
Caldwell Trust
Florida
$65.7K – – –
HGWM
1159
Harvest Group Wealth Management
Massachusetts
$60K +$7.08K +21 +13%
EFSCE
1160
Enterprise Financial Services Corp (EFSC)
Missouri
$59K -$8.43K -25 -12%
EA
1161
Elm Advisors
California
$58K +$59K +175 New
CCA
1162
Childress Capital Advisors
Texas
$57K +$56.3K +167 New
FPA
1163
First Pacific Advisors
California
$56K -$129K -381 -69%
CHA
1164
Carmichael Hill & Associates
Maryland
$55K – – –
CMBA
1165
C.M. Bidwell & Associates
Hawaii
$54K -$55.7K -165 -50%
RFA
1166
Reilly Financial Advisors
California
$54K – – –
FFA
1167
Freedman Financial Associates
Massachusetts
$54K +$55K +163 New
HIM
1168
Hillsdale Investment Management
Ontario, Canada
$53K -$452K -1,339 -89%
KTC
1169
Kistler-Tiffany Companies
Pennsylvania
$53K – – –
SIA
1170
Sit Investment Associates
Minnesota
$52K -$5M -14,817 -99%
GRP
1171
Global Retirement Partners
California
$51K -$3.37K -10 -6%
PB
1172
Pinnacle Bancorp
Nebraska
$51K +$3.37K +10 +7%
WLPWM
1173
Walled Lake Planning & Wealth Management
Illinois
$49K +$337 +1 +0.7%
GWS
1174
Glassman Wealth Services
Virginia
$49K +$12.1K +36 +32%
SLF
1175
Sun Life Financial
Ontario, Canada
$47K -$337 -1 -0.7%
45 46
47
48 49