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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1451
HighMark Wealth Management
Minnesota
$120K -$23K -63 -17%
FFA
1452
Fairfield Financial Advisors
Massachusetts
$118K – – –
TF
1453
Tompkins Financial
New York
$118K – – –
VCM
1454
Versant Capital Management
Arizona
$116K -$1.46K -4 -1%
GCM
1455
Goldstream Capital Management
Hong Kong
$113K -$49.3K -135 -32%
KLWA
1456
Kelly Lawrence W & Associates
California
$111K – – –
NIMI
1457
Natixis Investment Managers International
France
$111K -$5.85K -16 -5%
HIIFS
1458
Harel Insurance Investments & Financial Services
Israel
$105K – – –
WB
1459
Webster Bank
Connecticut
$100K – – –
AP
1460
Arlington Partners
Alabama
$98.6K +$15.7K +43 +21%
OA
1461
Operose Advisors
Wisconsin
$98.2K – – –
DCM
1462
Disciplina Capital Management
Tennessee
$91.5K +$53.3K +146 +178%
FMII
1463
Farmers & Merchants Investments Inc
Nebraska
$91.4K -$4.02K -11 -5%
BAAM
1464
Baker Avenue Asset Management
California
$91.4K -$1.1K -3 -1%
WPA
1465
West Paces Advisors
Georgia
$91K – – –
PIAS
1466
PCA Investment Advisory Services
Ohio
$86.4K +$78.6K +215 New
CPG
1467
Cornerstone Planning Group
New Jersey
$83.4K +$76K +208 New
FWM
1468
Focused Wealth Management
New York
$81.4K – – –
CCM
1469
Chilton Capital Management
Texas
$80.2K -$184K -503 -72%
PGAM
1470
Princeton Global Asset Management
New Jersey
$80.2K – – –
PP
1471
PFS Partners
New Jersey
$78.4K -$365 -1 -0.5%
BWA
1472
BDO Wealth Advisors
Florida
$76.6K +$20.8K +57 +43%
CCP
1473
Carmel Capital Partners
California
$72.2K – – –
GCGDR
1474
Geo Capital Gestora de Recursos
Brazil
$70K -$25.6K -70 -29%
HWA
1475
HHM Wealth Advisors
Tennessee
$67.8K -$2.56K -7 -4%
57 58
59
60 61