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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1351
Wealthspire Advisors (New York)
New York
$331K +$52.9K +134 +22%
SG
1352
Somerset Group
Minnesota
$330K – – –
LP
1353
LB Partners
Virginia
$330K +$296K +750 New
VCM
1354
Violich Capital Management
California
$330K – – –
LNB
1355
Ledyard National Bank
$330K – – –
AWP
1356
Ascent Wealth Partners
New York
$330K +$3.16K +8 +1%
BB
1357
Burford Brothers
Texas
$330K +$296K +749 New
CAL
1358
Capital Advisors Ltd
Ohio
$326K -$8.68K -22 -3%
WA
1359
Waverly Advisors
Alabama
$326K -$82.1K -208 -22%
SB
1360
Simmons Bank
Arkansas
$325K – – –
IIC
1361
Integrated Investment Consultants
Michigan
$325K -$395 -1 -0.1%
SAM
1362
Strategy Asset Managers
California
$325K +$4.34K +11 +2%
CPA
1363
Capital Planning Advisors
California
$324K +$6.71K +17 +2%
LA
1364
Legacy Advisors
Pennsylvania
$324K +$290K +735 New
G
1365
Gainplan
Michigan
$322K -$21.3K -54 -7%
ACH
1366
ArrowMark Colorado Holdings
Colorado
$322K – – –
CWP
1367
Concord Wealth Partners
Virginia
$320K -$471K -1,193 -62%
OPCM
1368
Osborne Partners Capital Management
California
$319K – – –
PP
1369
Patten & Patten
Tennessee
$319K -$59.2K -150 -17%
BC
1370
Burney Company
Virginia
$317K -$13K -33 -4%
MRCM
1371
M&R Capital Management
New Jersey
$317K +$7.89K +20 +3%
DBIA
1372
Dumont & Blake Investment Advisors
New Jersey
$316K +$283K +717 New
NL
1373
NWAM LLC
Washington
$316K +$43K +109 +18%
MFA
1374
Mayflower Financial Advisors
Massachusetts
$315K +$9.08K +23 +3%
RWM
1375
Revisor Wealth Management
Ohio
$314K -$182K -461 -39%
53 54
55
56 57