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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1426
CVA Family Office
Colorado
$230K +$102K +250 +80%
JDR
1427
Jay D. Rosenbaum
$228K – – –
SLA
1428
Silver Lake Advisory
Utah
$228K +$407 +1 +0.2%
SIC
1429
Salem Investment Counselors
North Carolina
$228K +$23.2K +57 +11%
SPP
1430
Single Point Partners
Massachusetts
$227K – – –
BFG
1431
Bouchey Financial Group
New York
$227K +$226K +554 New
IWA
1432
IVC Wealth Advisors
Pennsylvania
$226K +$815 +2 +0.4%
HKIMG
1433
Hutchens & Kramer Investment Management Group
Indiana
$225K – – –
AC
1434
Avestar Capital
New York
$225K +$224K +549 New
NB
1435
Nicolet Bankshares
Wisconsin
$223K +$221K +543 New
JFGIW
1436
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$222K +$407 +1 +0.2%
ACM
1437
Azimuth Capital Management
Michigan
$221K – – –
AIP
1438
Almanack Investment Partners
Pennsylvania
$221K +$8.15K +20 +4%
QC
1439
Quent Capital
New York
$220K +$46K +113 +27%
EWM
1440
EPG Wealth Management
Georgia
$219K +$15.9K +39 +8%
MFA
1441
Mayflower Financial Advisors
Massachusetts
$219K +$33.8K +83 +18%
PWMG
1442
Prestige Wealth Management Group
New Jersey
$217K +$13K +32 +6%
FBB
1443
Fulton Breakefield Broenniman
Maryland
$217K +$215K +528 New
AF
1444
Allworth Financial
California
$216K +$105K +257 +95%
FWP
1445
FAS Wealth Partners
Kansas
$215K – – –
CAMG
1446
CWA Asset Management Group
Florida
$215K +$213K +524 New
MTC
1447
McDaniel Terry & Co
Texas
$214K -$66K -162 -24%
SHGA
1448
Sand Hill Global Advisors
California
$213K -$8.96K -22 -4%
FP
1449
Financial Perspectives
Minnesota
$213K +$211K +519 New
BHWM
1450
Bar Harbor Wealth Management
New Hampshire
$212K -$54.2K -133 -21%
56 57
58
59 60