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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1226
One Wealth Advisors
California
$299K -$26K -79 -8%
SFO
1227
Stokes Family Office
Louisiana
$297K -$255K -773 -47%
PCP
1228
Proficio Capital Partners
Massachusetts
$297K -$63.6K -193 -18%
EHC
1229
Everett Harris & Co
California
$295K – – –
HFRG
1230
Houlihan Financial Resource Group
Virginia
$293K – – –
CC
1231
Callan Capital
California
$293K +$288K +874 New
MCCA
1232
Mill Creek Capital Advisors
Pennsylvania
$292K +$287K +872 New
MGIA
1233
Matthew Goff Investment Advisor
Texas
$291K – – –
YC
1234
Yarbrough Capital
Tennessee
$286K – – –
WA
1235
Waverly Advisors
Alabama
$285K +$2.97K +9 +1%
KP
1236
Keel Point
Alabama
$285K +$17.8K +54 +7%
SIA
1237
SkyView Investment Advisors
New Jersey
$284K -$17.8K -54 -6%
RP
1238
Riverwater Partners
Wisconsin
$283K – – –
SFG
1239
StrategIQ Financial Group
Indiana
$283K – – –
OCBCO
1240
Oversea-Chinese Banking Corp (OCBC)
Singapore
$282K +$278K +842 New
SB
1241
Strategic Blueprint
Georgia
$281K -$1.32K -4 -0.5%
TIM
1242
Triad Investment Management
California
$281K – – –
DS
1243
DRW Securities
Illinois
$278K +$274K +830 New
BONH
1244
Bank of New Hampshire
New Hampshire
$277K -$173K -525 -39%
PTC
1245
Philadelphia Trust Company
Pennsylvania
$277K – – –
VF
1246
Virtu Financial
New York
$276K -$3.35M -10,177 -93%
PPC
1247
Park Place Capital
Alabama
$276K +$271K +823 New
MSS
1248
Mitchell Sinkler & Starr
Pennsylvania
$274K -$2.64K -8 -1%
CWM
1249
Calamos Wealth Management
Illinois
$274K +$13.2K +40 +5%
KFP
1250
KB Financial Partners
New Jersey
$273K -$19.8K -60 -7%
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