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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
1201
Itau Unibanco Holding S.A.
Brazil
$320K -$7M -21,232 -96%
FAFN
1202
First Affirmative Financial Network
Colorado
$320K -$22.7K -69 -7%
TIA
1203
Traphagen Investment Advisors
New Jersey
$319K +$1.98K +6 +0.6%
LFA
1204
Legacy Financial Advisors
Kentucky
$318K +$67.6K +205 +28%
VCA
1205
Verdence Capital Advisors
Maryland
$317K -$43.8K -133 -12%
MW
1206
Marcum Wealth
Ohio
$316K -$47.1K -143 -13%
EGM
1207
Engineers Gate Manager
New York
$315K -$12M -36,438 -97%
OWP
1208
Obermeyer Wealth Partners
Colorado
$315K -$10.9K -33 -3%
JLBC
1209
J.L. Bainbridge & Co
Florida
$315K +$11.2K +34 +4%
MGIA
1210
Moneta Group Investment Advisors
Missouri
$315K -$16.2K -49 -6%
CCA
1211
Childress Capital Advisors
Texas
$314K +$34.3K +104 +12%
CCM
1212
Carlson Capital Management
Minnesota
$310K -$44.5K -135 -13%
SPP
1213
Single Point Partners
Massachusetts
$310K -$659 -2 -0.2%
IIM
1214
Ironwood Investment Management
Massachusetts
$308K +$304K +921 New
WI
1215
WrapManager Inc
California
$308K -$16.2K -49 -5%
JSC
1216
Jackson Square Capital
California
$307K -$230K -699 -43%
BC
1217
Burney Company
Virginia
$303K -$2.64K -8 -0.9%
H
1218
HoyleCohen
California
$302K – – –
PFA
1219
Plotkin Financial Advisors
Maryland
$301K – – –
AA
1220
Alta Advisers
United Kingdom
$301K – – –
RPWA
1221
Regent Peak Wealth Advisors
Georgia
$301K -$9.56K -29 -3%
SAG
1222
SageView Advisory Group
California
$301K +$296K +897 New
PWMG
1223
Prestige Wealth Management Group
New Jersey
$300K -$12.2K -37 -4%
FA
1224
Fiducient Advisors
Illinois
$300K – – –
DMBA
1225
Deseret Mutual Benefit Administrators
Utah
$299K -$212K -643 -42%
47 48
49
50 51