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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1176
Tortoise Investment Management
New York
$82K +$77.5K +233 New
NR
1177
Newfound Research
Massachusetts
$80K -$15K -45 -16%
CWP
1178
Concord Wealth Partners
Virginia
$80K +$39.6K +119 +111%
CFO
1179
CVA Family Office
Colorado
$76K +$71.6K +215 New
HWA
1180
HHM Wealth Advisors
Tennessee
$73K – – –
WFA
1181
West Financial Advisors
Iowa
$71K – – –
CT
1182
Caldwell Trust
Florida
$70.6K – – –
MRCM
1183
M&R Capital Management
New Jersey
$70K -$1.47M -4,405 -96%
EFSCE
1184
Enterprise Financial Services Corp (EFSC)
Missouri
$67K +$4.33K +13 +7%
LWM
1185
Liberty Wealth Management
California
$66K – – –
ZB
1186
Zions Bancorporation
Utah
$65K -$7.65K -23 -11%
CMBA
1187
C.M. Bidwell & Associates
Hawaii
$62K +$3.33K +10 +6%
CHA
1188
Carmichael Hill & Associates
Maryland
$59K – – –
VFA
1189
Valeo Financial Advisors
Indiana
$59K +$26.6K +80 +92%
RFA
1190
Reilly Financial Advisors
California
$58K – – –
EP
1191
Eudaimonia Partners
Tennessee
$57K -$394K -1,184 -88%
FFA
1192
Freedman Financial Associates
Massachusetts
$57K – – –
KTC
1193
Kistler-Tiffany Companies
Pennsylvania
$56K – – –
IAIM
1194
International Assets Investment Management
Florida
$56K +$26.3K +79 +94%
HFM
1195
Harvest Fund Management
China
$55K -$33.6K -101 -39%
PB
1196
Pinnacle Bancorp
Nebraska
$54K – – –
GWS
1197
Glassman Wealth Services
Virginia
$54K +$998 +3 +2%
WLPWM
1198
Walled Lake Planning & Wealth Management
Illinois
$53K – – –
RIM
1199
Rockbridge Investment Management
New York
$53K +$3.33K +10 +7%
NFG
1200
Next Financial Group
Texas
$50K -$368K -1,105 -89%
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48
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