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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1326
Strategy Asset Managers
California
$266K -$11.4K -29 -4%
MA
1327
MJP Associates
Connecticut
$266K -$3.54K -9 -1%
OPCM
1328
Osborne Partners Capital Management
California
$265K – – –
OL
1329
Optas LLC
Texas
$263K +$3.15K +8 +1%
CPA
1330
Capital Planning Advisors
California
$263K -$94K -239 -25%
GWM
1331
Gitterman Wealth Management
New Jersey
$261K +$281K +715 New
PCIA
1332
Prime Capital Investment Advisors
Kansas
$257K +$51.5K +131 +23%
AP
1333
Appleton Partners
Massachusetts
$257K -$78.6K -200 -22%
IFS
1334
Ifrah Financial Services
Arkansas
$256K -$4.33K -11 -2%
MRCM
1335
M&R Capital Management
New Jersey
$256K – – –
BPFA
1336
Barnes Pettey Financial Advisors
Mississippi
$255K – – –
MC
1337
Maverick Capital
Texas
$255K +$274K +698 New
DWM
1338
Darwin Wealth Management
Florida
$254K +$13.8K +35 +5%
BFO
1339
Biltmore Family Office
North Carolina
$253K +$60.5K +154 +29%
PPG
1340
Peak Planning Group
Colorado
$253K +$786 +2 +0.3%
MFA
1341
Mayflower Financial Advisors
Massachusetts
$253K -$7.86K -20 -3%
BPWM
1342
Badgley Phelps Wealth Managers
Washington
$251K -$487K -1,239 -64%
CSB
1343
City State Bank
Iowa
$251K -$14.9K -38 -5%
SIC
1344
Samalin Investment Counsel
New York
$250K -$17.7K -45 -6%
QC
1345
Quent Capital
New York
$250K -$10.6K -27 -4%
IAS
1346
Insigneo Advisory Services
Florida
$247K +$266K +676 New
PFBT
1347
Parkside Financial Bank & Trust
Missouri
$246K -$90K -229 -25%
CIA
1348
Compass Ion Advisors
Pennsylvania
$244K +$263K +668 New
TC
1349
Telemus Capital
Michigan
$244K -$15.7K -40 -6%
WA
1350
Wealth Architects
California
$244K +$5.11K +13 +2%
52 53
54
55 56