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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LFM
1176
LGT Fund Management
Liechtenstein
$401K – – –
AI
1177
Atom Investors
Texas
$398K -$619K -1,695 -63%
KC
1178
Kenfarb & Co
Kentucky
$398K – – –
PPP
1179
Private Portfolio Partners
New Jersey
$398K -$36.5K -100 -9%
CPIG
1180
Chicago Partners Investment Group
Illinois
$396K -$67.6K -185 -16%
IWM
1181
IHT Wealth Management
Illinois
$393K -$76K -208 -18%
EFMC
1182
Empire Financial Management Company
New York
$392K +$38K +104 +12%
PWMG
1183
Prestige Wealth Management Group
New Jersey
$389K -$13.9K -38 -4%
HL
1184
HeadInvest LLC
Maine
$388K -$24.8K -68 -6%
ACM
1185
Advisors Capital Management
New Jersey
$388K +$11K +30 +3%
MWM
1186
Modera Wealth Management
New Jersey
$388K +$353K +967 New
WFI
1187
West Family Investments
California
$384K -$39.1K -107 -10%
MSS
1188
Mitchell Sinkler & Starr
Pennsylvania
$384K – – –
AF
1189
Allworth Financial
California
$384K +$4.75K +13 +1%
SB
1190
Strategic Blueprint
Georgia
$384K -$4.75K -13 -1%
CPA
1191
Capital Planning Advisors
California
$384K +$350K +958 New
CWA
1192
Cornerstone Wealth Advisors
Minnesota
$383K – – –
FG
1193
Fiduciary Group
Georgia
$381K +$2.92K +8 +0.8%
CCM
1194
Carlson Capital Management
Minnesota
$379K +$7.31K +20 +2%
BOS
1195
Bank of Stockton
California
$377K -$1.46K -4 -0.4%
KP
1196
Keel Point
Alabama
$375K +$36.2K +99 +12%
KCM
1197
Kathmere Capital Management
Pennsylvania
$374K -$6.58K -18 -2%
ANTB
1198
AMG National Trust Bank
Colorado
$374K +$33.2K +91 +11%
PCP
1199
Proficio Capital Partners
Massachusetts
$373K +$6.94K +19 +2%
RPWA
1200
Regent Peak Wealth Advisors
Georgia
$372K +$5.12K +14 +2%
46 47
48
49 50