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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1351
Philadelphia Trust Company
Pennsylvania
$490K +$51.5K +104 +12%
RWM
1352
Revisor Wealth Management
Ohio
$488K -$18.8K -38 -4%
PP
1353
Pegasus Partners
Wisconsin
$486K +$94K +190 +25%
MIP
1354
Marietta Investment Partners
Wisconsin
$483K – – –
OAM
1355
Oxford Asset Management
United Kingdom
$483K +$463K +935 New
EA
1356
Emerald Advisers
Pennsylvania
$481K -$10.9K -22 -2%
RP
1357
Riverwater Partners
Wisconsin
$481K – – –
CFO
1358
Callan Family Office
Pennsylvania
$481K +$207K +418 +81%
FG
1359
Fiduciary Group
Georgia
$480K -$7.92K -16 -2%
PWMG
1360
Prestige Wealth Management Group
New Jersey
$479K -$409K -827 -47%
TF
1361
Tenon Financial
New Jersey
$479K – – –
CC
1362
Centiva Capital
New York
$478K +$458K +926 New
CWM
1363
Cornerstone Wealth Management
Missouri
$477K +$26.2K +53 +6%
AIA
1364
Alera Investment Advisors
Illinois
$476K -$50K -101 -10%
AFT
1365
Alpha Family Trust
California
$475K – – –
SCP
1366
Sivia Capital Partners
California
$471K – – –
HCMG
1367
Howard Capital Management Group
California
$471K +$13.9K +28 +3%
KWA
1368
Kingswood Wealth Advisors
California
$470K -$108K -219 -19%
VCM
1369
Virtue Capital Management
Tennessee
$469K -$79.7K -161 -15%
LA
1370
LM Advisors
California
$468K – – –
IAIM
1371
International Assets Investment Management
Florida
$467K +$315K +637 +239%
AA
1372
Alta Advisers
United Kingdom
$465K – – –
NC
1373
nVerses Capital
Florida
$465K +$148K +300 +50%
MSS
1374
Mitchell Sinkler & Starr
Pennsylvania
$463K +$49.5K +100 +13%
FNWM
1375
Financial Network Wealth Management
Utah
$460K +$45K +91 +11%
53 54
55
56 57