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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1201
MJP Associates
Connecticut
$347K +$30.2K +66 +10%
ACA
1202
Atlas Capital Advisors
Wyoming
$341K – – –
CPIG
1203
Chicago Partners Investment Group
Illinois
$340K +$32K +70 +9%
VCM
1204
Virtue Capital Management
Tennessee
$337K -$12.8K -28 -4%
CBFP
1205
Cedar Brook Financial Partners
Ohio
$337K +$36.1K +79 +12%
CMS
1206
Capital Market Strategies
Florida
$336K +$325K +711 New
BDF
1207
Balasa Dinverno & Foltz
$334K +$5.95K +13 +2%
AWM
1208
Altavista Wealth Management
North Carolina
$333K – – –
TIA
1209
Traphagen Investment Advisors
New Jersey
$330K +$45.7K +100 +17%
PPG
1210
Peak Planning Group
Colorado
$330K +$320K +700 New
ETI
1211
Enterprise Trust & Investment
California
$330K – – –
USCWA
1212
U.S. Capital Wealth Advisors
Texas
$330K +$22.4K +49 +8%
ACM
1213
Aquatic Capital Management
Illinois
$330K +$320K +700 New
DY
1214
Dowling & Yahnke
California
$329K +$22.9K +50 +8%
WMA
1215
West Michigan Advisors
Michigan
$328K +$318K +695 New
BCM
1216
Buckhead Capital Management
Georgia
$326K -$29.7K -65 -9%
WA
1217
Waverly Advisors
Alabama
$325K -$53.5K -117 -12%
IGGA
1218
Iron Gate Global Advisors
Utah
$325K – – –
RPWA
1219
Regent Peak Wealth Advisors
Georgia
$324K +$9.15K +20 +3%
MTC
1220
McDaniel Terry & Co
Texas
$322K +$74.1K +162 +31%
AIA
1221
Avalon Investment & Advisory
Texas
$321K -$30.6K -67 -9%
NB
1222
Northwest Bancshares
Pennsylvania
$321K – – –
PBO
1223
Peoples Bank (Ohio)
Ohio
$319K – – –
ECM
1224
Evergreen Capital Management
Washington
$317K +$27.4K +60 +10%
DBRC
1225
D.B. Root & Company
Pennsylvania
$315K -$7.78K -17 -2%
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49
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