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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1426
Concord Wealth Partners
Virginia
$323K +$14.3K +33 +5%
MIS
1427
Morningstar Investment Services
Illinois
$323K -$628K -1,448 -65%
MSS
1428
Mitchell Sinkler & Starr
Pennsylvania
$322K -$543K -1,252 -62%
MCCA
1429
Mill Creek Capital Advisors
Pennsylvania
$322K -$2.17K -5 -0.7%
H
1430
HoyleCohen
California
$320K -$26K -60 -7%
GS
1431
GTS Securities
Florida
$320K -$2.34M -5,395 -88%
LP
1432
LB Partners
Virginia
$319K – – –
SG
1433
Somerset Group
Minnesota
$319K – – –
VCM
1434
Violich Capital Management
California
$319K – – –
ACA
1435
Anchor Capital Advisors
Massachusetts
$318K -$8.23K -19 -2%
LNB
1436
Ledyard National Bank
$316K -$3.03K -7 -0.9%
FI
1437
FWG Investments
Kentucky
$315K -$13.9K -32 -4%
FTIS
1438
First Trust Investment Solutions
Florida
$315K +$11.7K +27 +4%
MFA
1439
Mayflower Financial Advisors
Massachusetts
$313K +$9.54K +22 +3%
IIC
1440
Integrated Investment Consultants
Michigan
$313K -$867 -2 -0.3%
PP
1441
Patten & Patten
Tennessee
$312K +$3.9K +9 +1%
G
1442
Gainplan
Michigan
$311K – – –
ACH
1443
ArrowMark Colorado Holdings
Colorado
$311K – – –
OPCM
1444
Osborne Partners Capital Management
California
$308K – – –
EWM
1445
Endowment Wealth Management
Wisconsin
$308K -$13K -30 -4%
JLBC
1446
J.L. Bainbridge & Co
Florida
$305K -$23.4K -54 -7%
MRCM
1447
M&R Capital Management
New Jersey
$305K – – –
CSB
1448
City State Bank
Iowa
$305K +$19.5K +45 +7%
TL
1449
Tradewinds LLC
North Carolina
$304K +$300K +691 New
CPA
1450
Capital Planning Advisors
California
$304K -$9.54K -22 -3%
56 57
58
59 60