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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
1451
Newbridge Financial Services Group
Florida
$297K +$272K +633 +1,862%
CPA
1452
Capital Planning Advisors
California
$297K -$20.6K -48 -7%
SHGA
1453
Sand Hill Global Advisors
California
$295K -$1.72K -4 -0.6%
VC
1454
Veracity Capital
Georgia
$294K -$22.3K -52 -7%
XF
1455
XML Financial
Maryland
$293K +$15K +35 +6%
WI
1456
WrapManager Inc
California
$293K -$9.87K -23 -3%
JIP
1457
Jaffetilchin Investment Partners
Florida
$292K +$8.15K +19 +3%
VFA
1458
Values First Advisors
Tennessee
$292K -$20.2K -47 -7%
ANTB
1459
AMG National Trust Bank
Colorado
$292K +$12.9K +30 +5%
CWM
1460
Compass Wealth Management
Connecticut
$291K – – –
PPW
1461
Pasadena Private Wealth
California
$291K – – –
JDR
1462
Jay D. Rosenbaum
$291K +$38.6K +90 +16%
FI
1463
FWG Investments
Kentucky
$291K -$38.2K -89 -12%
MAG
1464
MRA Advisory Group
New Jersey
$291K -$123K -286 -31%
LI
1465
Lafayette Investments
Maryland
$290K +$21.9K +51 +9%
CAM
1466
Cidel Asset Management
Ontario, Canada
$290K +$25.3K +59 +10%
AO
1467
Advisor OS
Illinois
$290K -$51.9K -121 -16%
ACM
1468
Avalon Capital Management
California
$289K -$858 -2 -0.3%
WFA
1469
Wellspring Financial Advisors
Ohio
$289K +$21.5K +50 +8%
SEA
1470
Stegent Equity Advisors
Texas
$289K -$16.3K -38 -6%
FI
1471
Finivi Inc
Massachusetts
$288K -$12K -28 -4%
EFG
1472
Ethos Financial Group
Pennsylvania
$286K +$28.7K +67 +12%
PCS
1473
Personal CFO Solutions
New Jersey
$286K +$21K +49 +8%
CWM
1474
Campbell Wealth Management
Virginia
$285K – – –
LCM
1475
LVM Capital Management
Michigan
$285K +$274K +638 New
57 58
59
60 61