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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1226
Shufro Rose & Co
New York
$315K – – –
BA
1227
Bridgewater Associates
Connecticut
$314K +$305K +666 New
GBT
1228
Grove Bank & Trust
Florida
$311K – – –
RFG
1229
Range Financial Group
Oregon
$311K +$27.4K +60 +10%
5L
1230
55I LLC
Massachusetts
$310K +$37.5K +82 +14%
EWM
1231
Empirical Wealth Management
Washington
$309K -$915 -2 -0.3%
PPW
1232
Pasadena Private Wealth
California
$308K – – –
CRCM
1233
Corbett Road Capital Management
Virginia
$308K +$299K +653 New
LWMM
1234
Legacy Wealth Management (Mississippi)
Mississippi
$308K – – –
OIS
1235
Okabena Investment Services
Minnesota
$306K -$927K -2,026 -76%
BHWM
1236
Bar Harbor Wealth Management
New Hampshire
$306K – – –
CL
1237
CPWM LLC
Washington
$306K – – –
FFM
1238
Forum Financial Management
Illinois
$305K +$296K +647 New
VC
1239
Vicus Capital
Pennsylvania
$305K +$331K +723 New
PFM
1240
Parsec Financial Management
North Carolina
$303K – – –
CCA
1241
Childress Capital Advisors
Texas
$303K +$12.8K +28 +5%
ACA
1242
Affinity Capital Advisors
California
$302K – – –
FCFS
1243
First Command Financial Services
Texas
$302K – – –
KP
1244
Keel Point
Alabama
$302K +$13.7K +30 +5%
CFO
1245
Collective Family Office
Pennsylvania
$301K +$1.37K +3 +0.5%
WWM
1246
Western Wealth Management
Colorado
$301K +$290K +634 New
SF
1247
Symphony Financial
Texas
$300K -$59K -129 -17%
MGIA
1248
Moneta Group Investment Advisors
Missouri
$300K +$28.4K +62 +11%
DA
1249
DSC Advisors
Illinois
$300K +$51.2K +112 +21%
NAMP
1250
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$299K – – –
48 49
50
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