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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
1276
Renaissance Group
Kentucky
$255K -$21.1K -64 -8%
LAM
1277
L2 Asset Management
Massachusetts
$255K +$21.8K +66 +10%
MA
1278
MJP Associates
Connecticut
$253K -$659 -2 -0.3%
CSB
1279
City State Bank
Iowa
$253K – – –
SG
1280
Somerset Group
Minnesota
$251K – – –
VCM
1281
Violich Capital Management
California
$251K – – –
JFGIW
1282
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$250K +$36.3K +110 +17%
PT
1283
Plimoth Trust
Massachusetts
$250K -$3.3K -10 -1%
JJBC
1284
James J. Burns & Company
New York
$250K +$246K +745 New
FPA
1285
First Pacific Advisors
California
$249K – – –
BW
1286
Bison Wealth
Georgia
$249K +$224K +680 New
CWS
1287
Confluence Wealth Services
Pennsylvania
$248K +$245K +742 New
NB
1288
Northwest Bancshares
Pennsylvania
$247K – – –
SAM
1289
Strategy Asset Managers
California
$247K -$11.5K -35 -5%
EWM
1290
Endowment Wealth Management
Wisconsin
$246K +$14.5K +44 +6%
IFS
1291
Ifrah Financial Services
Arkansas
$246K -$1.32K -4 -0.5%
SVWAG
1292
Sound View Wealth Advisors Group
Georgia
$245K +$183K +556 New
ACH
1293
ArrowMark Colorado Holdings
Colorado
$245K – – –
OPCM
1294
Osborne Partners Capital Management
California
$243K -$3.96K -12 -2%
PFG
1295
Prosperity Financial Group
California
$242K +$238K +723 New
TC
1296
Telemus Capital
Michigan
$241K -$24.4K -74 -10%
WG
1297
Winton Group
United Kingdom
$239K -$127K -385 -35%
FI
1298
Financial Insights
Washington
$238K +$235K +712 New
BPFA
1299
Barnes Pettey Financial Advisors
Mississippi
$238K +$234K +710 New
IIA
1300
ICW Investment Advisors
Arizona
$238K +$234K +709 New
50 51
52
53 54