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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1426
Taurus Asset Management
New York
$326K – – –
DWM
1427
Destination Wealth Management
California
$326K +$332K +766 New
CWP
1428
Concord Wealth Partners
Virginia
$323K +$14.3K +33 +5%
MIS
1429
Morningstar Investment Services
Illinois
$323K -$628K -1,448 -65%
MSS
1430
Mitchell Sinkler & Starr
Pennsylvania
$322K -$543K -1,252 -62%
MCCA
1431
Mill Creek Capital Advisors
Pennsylvania
$322K -$2.17K -5 -0.7%
H
1432
HoyleCohen
California
$320K -$26K -60 -7%
GS
1433
GTS Securities
Florida
$320K -$2.34M -5,395 -88%
LP
1434
LB Partners
Virginia
$319K – – –
SG
1435
Somerset Group
Minnesota
$319K – – –
VCM
1436
Violich Capital Management
California
$319K – – –
ACA
1437
Anchor Capital Advisors
Massachusetts
$318K -$8.23K -19 -2%
LNB
1438
Ledyard National Bank
$316K -$3.03K -7 -0.9%
FI
1439
FWG Investments
Kentucky
$315K -$13.9K -32 -4%
FTIS
1440
First Trust Investment Solutions
Florida
$315K +$11.7K +27 +4%
MFA
1441
Mayflower Financial Advisors
Massachusetts
$313K +$9.54K +22 +3%
IIC
1442
Integrated Investment Consultants
Michigan
$313K -$867 -2 -0.3%
PP
1443
Patten & Patten
Tennessee
$312K +$3.9K +9 +1%
G
1444
Gainplan
Michigan
$311K – – –
ACH
1445
ArrowMark Colorado Holdings
Colorado
$311K – – –
OPCM
1446
Osborne Partners Capital Management
California
$308K – – –
EWM
1447
Endowment Wealth Management
Wisconsin
$308K -$13K -30 -4%
JLBC
1448
J.L. Bainbridge & Co
Florida
$305K -$23.4K -54 -7%
MRCM
1449
M&R Capital Management
New Jersey
$305K – – –
CSB
1450
City State Bank
Iowa
$305K +$19.5K +45 +7%
56 57
58
59 60