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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1301
Leo Brokerage
Texas
$256K +$261K +743 New
MA
1302
MJP Associates
Connecticut
$255K -$5.63K -16 -2%
SAM
1303
Strategy Asset Managers
California
$255K +$352 +1 +0.1%
PFG
1304
Prosperity Financial Group
California
$254K +$5.28K +15 +2%
PWMG
1305
Provence Wealth Management Group
California
$254K +$10.9K +31 +4%
EWM
1306
Endowment Wealth Management
Wisconsin
$254K +$352 +1 +0.1%
BC
1307
Burney Company
Virginia
$252K -$61.6K -175 -19%
ACH
1308
ArrowMark Colorado Holdings
Colorado
$252K – – –
SB
1309
Simmons Bank
Arkansas
$251K +$256K +728 New
HFM
1310
Hartford Funds Management
Pennsylvania
$251K +$256K +727 New
GCP
1311
Garda Capital Partners
Minnesota
$250K +$256K +726 New
MFA
1312
Mayflower Financial Advisors
Massachusetts
$250K +$9.15K +26 +4%
WAP
1313
Wealthcare Advisory Partners
Pennsylvania
$249K +$5.63K +16 +2%
WWM
1314
Western Wealth Management
Colorado
$249K +$18.3K +52 +8%
CPRC
1315
Consolidated Portfolio Review Corp
New York
$249K +$254K +721 New
IFS
1316
Ifrah Financial Services
Arkansas
$248K -$5.28K -15 -2%
NB
1317
Northwest Bancshares
Pennsylvania
$246K -$8.8K -25 -3%
TC
1318
Telemus Capital
Michigan
$245K +$6.69K +19 +3%
CFO
1319
Callan Family Office
Pennsylvania
$244K +$12K +34 +5%
CCM
1320
Chilton Capital Management
Texas
$242K +$247K +703 New
CFG
1321
Carr Financial Group
Massachusetts
$242K – – –
MRCM
1322
M&R Capital Management
New Jersey
$241K – – –
SCM
1323
Sandler Capital Management
New York
$241K +$246K +700 New
LWMM
1324
Legacy Wealth Management (Mississippi)
Mississippi
$241K – – –
C
1325
Certuity
Florida
$241K +$20.8K +59 +9%
51 52
53
54 55