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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1201
Catalina Capital Group
California
$620K +$19.3K +45 +3%
RWPA
1202
Richard W. Paul & Associates
Michigan
$619K +$31.3K +73 +6%
LFAS
1203
Level Four Advisory Services
Texas
$618K +$80.2K +187 +16%
RA
1204
RiverPark Advisors
New York
$618K -$32.2K -75 -5%
TPI
1205
Trust Point Inc
Wisconsin
$617K -$48K -112 -7%
KP
1206
Keel Point
Alabama
$617K +$42K +98 +8%
NGA
1207
Naples Global Advisors
Florida
$613K – – –
BC
1208
Burney Company
Virginia
$609K +$24K +56 +4%
SMG
1209
Smart Money Group
Texas
$608K +$70.8K +165 +15%
HWMT
1210
Heritage Wealth Management (Texas)
Texas
$608K – – –
WB
1211
WesBanco Bank
West Virginia
$603K -$2.57K -6 -0.4%
ACM
1212
Allred Capital Management
Texas
$600K +$75.9K +177 +15%
EHC
1213
Everett Harris & Co
California
$600K +$196K +457 +51%
FI
1214
Financial Insights
Washington
$599K -$130K -302 -18%
BOM
1215
Bank of Marin
California
$595K -$36.9K -86 -6%
VAS
1216
Vestmark Advisory Solutions
Massachusetts
$590K +$1.72K +4 +0.3%
MAM
1217
Magellan Asset Management
Australia
$586K +$112K +262 +25%
RCWM
1218
Royal Capital Wealth Management
Indiana
$580K – – –
FAFN
1219
First Affirmative Financial Network
Colorado
$579K +$49.8K +116 +10%
BIA
1220
Benchmark Investment Advisors
Illinois
$572K -$6.01K -14 -1%
ACM
1221
Aquatic Capital Management
Illinois
$571K -$37.1M -86,520 -99%
SL
1222
SFM LLC
New Hampshire
$567K +$9.44K +22 +2%
LHC
1223
Little House Capital
Massachusetts
$566K – – –
PCM
1224
Permanent Capital Management
Illinois
$561K +$456K +1,063 New
UCB
1225
United Community Bank
South Carolina
$558K -$15.4K -36 -3%
47 48
49
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