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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1226
Strategic Blueprint
Georgia
$257K -$8.59K -24 -3%
TIM
1227
Triad Investment Management
California
$256K – – –
RG
1228
Renaissance Group
Kentucky
$252K -$25.8M -72,018 -99%
CL
1229
CPWM LLC
Washington
$252K -$6.44K -18 -2%
PTC
1230
Philadelphia Trust Company
Pennsylvania
$252K – – –
FNWM
1231
Financial Network Wealth Management
Utah
$252K +$8.94K +25 +3%
MSS
1232
Mitchell Sinkler & Starr
Pennsylvania
$252K +$24.3K +68 +9%
GBT
1233
Grove Bank & Trust
Florida
$251K -$1.79K -5 -0.6%
CG
1234
Corundum Group
Colorado
$249K – – –
ACIM
1235
Azimuth Capital Investment Management
Michigan
$249K +$292K +815 New
ACA
1236
Anchor Capital Advisors
Massachusetts
$248K – – –
I
1237
IMPACTfolio
Colorado
$246K -$10K -28 -3%
LNB
1238
Ledyard National Bank
$246K – – –
MIC
1239
Meridian Investment Counsel
California
$246K – – –
NW
1240
Naviter Wealth
Arkansas
$245K +$17.2K +48 +6%
CWM
1241
Curi Wealth Management
North Carolina
$244K -$181K -506 -39%
AC
1242
Avestar Capital
New York
$244K -$71.2K -199 -20%
TC
1243
Trust Company
Kansas
$244K – – –
KP
1244
Keel Point
Alabama
$243K +$8.94K +25 +3%
CPO
1245
Cerity Partners OCIO
New York
$243K +$14.7K +41 +5%
AC
1246
Abbrea Capital
California
$241K – – –
AC
1247
ASB Consultores
Florida
$241K +$27.9K +78 +11%
SWP
1248
Strategic Wealth Partners
Ohio
$239K -$517K -1,445 -65%
PWMAG
1249
Pinnacle Wealth Management Advisory Group
New Jersey
$238K +$45.1K +126 +19%
CWM
1250
Calamos Wealth Management
Illinois
$237K -$297K -829 -52%
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