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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1451
CVA Family Office
Colorado
$371K +$8.91K +18 +3%
FRM
1452
Fox Run Management
Connecticut
$369K +$354K +715 New
CP
1453
Canopy Partners
Ohio
$368K +$3.96K +8 +1%
NB
1454
Northwest Bancshares
Pennsylvania
$366K – – –
SWM
1455
Sculati Wealth Management
Michigan
$366K – – –
DOA
1456
D'Orazio & Associates
Virginia
$366K +$16.3K +33 +5%
HR
1457
Hardy Reed
Mississippi
$364K +$3.96K +8 +1%
SB
1458
Simmons Bank
Arkansas
$363K +$3.46K +7 +1%
EA
1459
Eclectic Associates
California
$363K – – –
EWM
1460
Endowment Wealth Management
Wisconsin
$362K -$10.9K -22 -3%
SCM
1461
Sandler Capital Management
New York
$362K – – –
SF
1462
Symphony Financial
Texas
$361K +$10.9K +22 +3%
GAA
1463
Global Assets Advisory
Florida
$361K +$348K +704 New
OTL
1464
Oak Thistle LLC
New York
$361K +$345K +698 New
BCFD
1465
Boit C.F. David
$360K – – –
PPG
1466
Peak Planning Group
Colorado
$360K +$495 +1 +0.1%
1WA
1467
180 Wealth Advisors
Washington
$360K -$28.2K -57 -8%
WA
1468
Wealth Architects
California
$358K -$495 -1 -0.1%
ALAM
1469
Asahi Life Asset Management
Japan
$358K +$343K +693 New
SHGA
1470
Sand Hill Global Advisors
California
$358K +$14.8K +30 +5%
CAM
1471
Cidel Asset Management
Ontario, Canada
$358K +$20.3K +41 +6%
VC
1472
Veracity Capital
Georgia
$357K +$16.3K +33 +5%
MA
1473
MJP Associates
Connecticut
$356K -$28.7K -58 -8%
MCWA
1474
Meadow Creek Wealth Advisors
Georgia
$356K – – –
PP
1475
Patten & Patten
Tennessee
$353K – – –
57 58
59
60 61