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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
H
1201
HoyleCohen
California
$372K +$9.87K +27 +3%
CPRC
1202
Consolidated Portfolio Review Corp
New York
$369K +$72.7K +199 +28%
AFT
1203
Alpha Family Trust
California
$369K – – –
JSC
1204
Jackson Square Capital
California
$367K – – –
CC
1205
Callan Capital
California
$367K +$15K +41 +5%
MCA
1206
MSH Capital Advisors
Arizona
$366K +$334K +914 New
FTWA
1207
Fifth Third Wealth Advisors
Ohio
$366K +$334K +913 New
PFBT
1208
Parkside Financial Bank & Trust
Missouri
$362K -$103K -283 -24%
AP
1209
Appleton Partners
Massachusetts
$362K – – –
AA
1210
Alta Advisers
United Kingdom
$361K – – –
PFA
1211
Plotkin Financial Advisors
Maryland
$361K – – –
AIM
1212
Aigen Investment Management
New York
$361K +$329K +900 New
CWM
1213
Cornerstone Wealth Management
Missouri
$361K +$6.21K +17 +2%
GA
1214
GraniteShares Advisors
New York
$360K -$22.7K -62 -6%
WI
1215
WrapManager Inc
California
$360K -$16.1K -44 -5%
JLBC
1216
J.L. Bainbridge & Co
Florida
$360K +$365 +1 +0.1%
CB
1217
CNB Bank
Pennsylvania
$360K +$5.48K +15 +2%
MIS
1218
Morningstar Investment Services
Illinois
$358K +$92.8K +254 +39%
OWP
1219
Obermeyer Wealth Partners
Colorado
$357K – – –
CAMG
1220
CWA Asset Management Group
Florida
$354K -$6.94K -19 -2%
IIA
1221
ICW Investment Advisors
Arizona
$354K +$32.5K +89 +11%
EHC
1222
Everett Harris & Co
California
$353K – – –
PP
1223
Patten & Patten
Tennessee
$350K -$54.8K -150 -15%
BTI
1224
Blue Trust Inc
Georgia
$349K -$329K -900 -47%
MGIA
1225
Matthew Goff Investment Advisor
Texas
$348K – – –
47 48
49
50 51