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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
1226
Country Trust Bank
Illinois
$131K – – –
AWM
1227
Avior Wealth Management
Nebraska
$129K -$29.2K -76 -19%
KFI
1228
Key Financial Inc
Pennsylvania
$127K +$21.9K +57 +24%
MFT
1229
Moisand Fitzgerald Tamayo
Florida
$127K +$119K +310 New
CFO
1230
CVA Family Office
Colorado
$126K +$35K +91 +42%
TWA
1231
TCI Wealth Advisors
Arizona
$111K -$384 -1 -0.4%
VCM
1232
Versant Capital Management
Arizona
$110K – – –
GAM
1233
GVO Asset Management
Switzerland
$107K – – –
PWM
1234
Prentice Wealth Management
New York
$105K +$46.9K +122 +91%
WB
1235
Webster Bank
Connecticut
$103K – – –
CYG
1236
Clean Yield Group
Vermont
$103K +$96.1K +250 New
WPA
1237
West Paces Advisors
Georgia
$96K – – –
TIM
1238
Tortoise Investment Management
New York
$96K – – –
NR
1239
Newfound Research
Massachusetts
$95K +$1.54K +4 +2%
SC
1240
Solstein Capital
California
$93K +$57.6K +150 +197%
LS
1241
Leelyn Smith
Illinois
$85K -$11.5K -30 -13%
HWA
1242
HHM Wealth Advisors
Tennessee
$85K – – –
LWM
1243
Liberty Wealth Management
California
$85K – – –
PB
1244
Pinnacle Bancorp
Nebraska
$83K +$18.8K +49 +32%
CT
1245
Caldwell Trust
Florida
$82.1K – – –
MRCM
1246
M&R Capital Management
New Jersey
$82K – – –
WFA
1247
West Financial Advisors
Iowa
$82K – – –
HFM
1248
Harvest Fund Management
China
$82K +$16.5K +43 +27%
FWM
1249
Focused Wealth Management
New York
$82K +$76.9K +200 New
EFSCE
1250
Enterprise Financial Services Corp (EFSC)
Missouri
$79K – – –
48 49
50
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