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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1426
City State Bank
Iowa
$391K +$19.8K +40 +6%
BWG
1427
Berry Wealth Group
Texas
$391K -$2.97K -6 -0.8%
TA
1428
TrueWealth Advisors
Alabama
$389K +$373K +753 New
LP
1429
LB Partners
Virginia
$387K – – –
SG
1430
Somerset Group
Minnesota
$387K – – –
AO
1431
Advisor OS
Illinois
$387K +$49.5K +100 +15%
VCM
1432
Violich Capital Management
California
$387K – – –
DWM
1433
Destination Wealth Management
California
$387K -$6.43K -13 -2%
IIC
1434
Integrated Investment Consultants
Michigan
$383K +$2.47K +5 +0.7%
BFO
1435
Biltmore Family Office
North Carolina
$381K +$22.3K +45 +7%
CFG
1436
Carr Financial Group
Massachusetts
$380K +$11.9K +24 +3%
BB
1437
Busey Bank
Illinois
$380K +$62.4K +126 +21%
MCM
1438
Manchester Capital Management
Vermont
$379K +$9.9K +20 +3%
CPRC
1439
Consolidated Portfolio Review Corp
New York
$378K +$495 +1 +0.1%
ACH
1440
ArrowMark Colorado Holdings
Colorado
$378K – – –
WAP
1441
Wealthcare Advisory Partners
Pennsylvania
$377K -$63.3K -128 -15%
GBT
1442
Grove Bank & Trust
Florida
$376K +$25.7K +52 +8%
FFA
1443
Founders Financial Alliance
North Carolina
$375K -$131K -264 -27%
OPCM
1444
Osborne Partners Capital Management
California
$375K – – –
ACA
1445
Anchor Capital Advisors
Massachusetts
$374K -$7.42K -15 -2%
XF
1446
XML Financial
Maryland
$374K +$32.2K +65 +10%
MPM
1447
MBB Public Markets
Illinois
$372K -$10.9M -22,018 -97%
MRCM
1448
M&R Capital Management
New Jersey
$372K – – –
CFO
1449
CVA Family Office
Colorado
$371K +$8.91K +18 +3%
FRM
1450
Fox Run Management
Connecticut
$369K +$354K +715 New
56 57
58
59 60