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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
1276
F.L. Putnam Investment Management
Massachusetts
$275K -$16K -35 -6%
FI
1277
Finivi Inc
Massachusetts
$275K +$266K +582 New
EDRH
1278
Edmond de Rothschild Holding
Switzerland
$274K +$259K +567 +4,050%
KFP
1279
KB Financial Partners
New Jersey
$273K +$265K +579 New
AFWM
1280
AMJ Financial Wealth Management
Virginia
$272K – – –
FCB
1281
First Command Bank
Texas
$272K – – –
LFA
1282
Legacy Financial Advisors
Kentucky
$272K +$13.3K +29 +5%
KCPG
1283
Kavar Capital Partners Group
Kansas
$269K – – –
WA
1284
Wealth Architects
California
$269K +$261K +570 New
HWA
1285
HHM Wealth Advisors
Tennessee
$268K +$165K +360 +174%
CC
1286
Callan Capital
California
$268K +$260K +568 New
JDR
1287
Jay D. Rosenbaum
$263K +$255K +557 New
SLA
1288
Silver Lake Advisory
Utah
$262K +$457 +1 +0.2%
IWN
1289
Independent Wealth Network
Iowa
$262K +$7.32K +16 +3%
BFA
1290
Buttonwood Financial Advisors
Maryland
$262K +$254K +555 New
SPP
1291
Single Point Partners
Massachusetts
$261K – – –
EWM
1292
Endowment Wealth Management
Wisconsin
$260K +$252K +551 New
IWA
1293
IVC Wealth Advisors
Pennsylvania
$259K – – –
BFA
1294
Bragg Financial Advisors
North Carolina
$258K – – –
9WM
1295
9258 Wealth Management
Ohio
$257K +$4.58K +10 +2%
EAM
1296
Empirical Asset Management
Massachusetts
$257K +$249K +545 New
CG
1297
Corundum Group
Colorado
$256K -$12.8K -28 -5%
ACM
1298
Azimuth Capital Management
Michigan
$255K – – –
SHGA
1299
Sand Hill Global Advisors
California
$255K +$14.2K +31 +6%
JFGIW
1300
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$255K +$181K +395 +271%
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