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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1451
D'Orazio & Associates
Virginia
$411K +$35.3K +66 +8%
MCM
1452
Manchester Capital Management
Vermont
$409K -$11.8K -22 -3%
ACIM
1453
Azimuth Capital Investment Management
Michigan
$409K – – –
OF
1454
Optimize Financial
California
$408K +$61.6K +115 +16%
LA
1455
LM Advisors
California
$406K – – –
OP
1456
ORG Partners
Indiana
$406K -$46.6K -87 -9%
CF
1457
Convergence Financial
Missouri
$405K – – –
EFG
1458
Elm3 Financial Group
Georgia
$404K -$26.8K -50 -6%
DT
1459
Diversified Trust
Tennessee
$404K +$43.9K +82 +11%
CG
1460
Cynosure Group
Utah
$403K -$452K -845 -50%
AA
1461
Armis Advisers
Georgia
$403K +$55.7K +104 +15%
APW
1462
Acima Private Wealth
Virginia
$402K – – –
GKFF
1463
George Kaiser Family Foundation
Oklahoma
$402K – – –
PGCM
1464
Prescott Group Capital Management
Oklahoma
$402K – – –
BFO
1465
Biltmore Family Office
North Carolina
$402K +$30.5K +57 +7%
CT
1466
Chicago Trust
Illinois
$397K +$1.61K +3 +0.4%
CAL
1467
Capital Advisors Ltd
Ohio
$397K – – –
SFS
1468
Sowell Financial Services
Arkansas
$397K -$81.4K -152 -16%
LCM
1469
Legato Capital Management
California
$396K – – –
SC
1470
SummitTX Capital
Texas
$395K +$434K +811 New
FCM
1471
Family Capital Management
Michigan
$392K +$57.8K +108 +15%
CCA
1472
Cobblestone Capital Advisors
New York
$391K +$14.5K +27 +3%
CFO
1473
CVA Family Office
Colorado
$389K -$535 -1 -0.1%
NED
1474
Nancy E. Dempze
$389K – – –
SA
1475
Sovran Advisors
California
$388K +$44.4K +83 +12%
57 58
59
60 61