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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1476
Cache Advisors
California
$321K – – –
HBT
1477
Heartland Bank & Trust
Illinois
$321K +$42.7K +101 +15%
MWM
1478
Modera Wealth Management
New Jersey
$321K -$8.87K -21 -3%
IRC
1479
Investors Research Corp
Georgia
$321K -$10.6K -25 -3%
TFA
1480
Tranquilli Financial Advisor
New Jersey
$320K +$332K +786 New
AWC
1481
Abundance Wealth Counselors
Pennsylvania
$320K +$2.11K +5 +0.6%
BB
1482
Busey Bank
Illinois
$319K +$12.2K +29 +4%
BFIM
1483
Beese Fulmer Investment Management
Ohio
$317K -$241K -570 -42%
BAM
1484
Byrne Asset Management
New Jersey
$317K -$34.2K -81 -9%
PL
1485
Plancorp LLC
Missouri
$317K +$94.6K +224 +45%
TP
1486
Tranquility Partners
Tennessee
$317K -$37.6K -89 -10%
CW
1487
Channel Wealth
California
$316K -$13.1K -31 -4%
SP
1488
Saranac Partners
$316K +$327K +775 New
HH
1489
Hilltop Holdings
Texas
$315K -$56.6K -134 -15%
HBS
1490
Howard Bailey Securities
Indiana
$315K -$39.7K -94 -11%
G
1491
Gainplan
Michigan
$315K +$3.38K +8 +1%
GA
1492
Greenspring Advisors
Maryland
$313K +$58.7K +139 +22%
SAM
1493
Stembrook Asset Management
New Jersey
$312K – – –
BMO
1494
Beck Mack & Oliver
New York
$312K – – –
DOA
1495
D'Orazio & Associates
Virginia
$307K +$14.4K +34 +5%
ET
1496
Entropy Technologies
New York
$307K +$318K +753 New
CSB
1497
City State Bank
Iowa
$306K – – –
PFW
1498
Petros Family Wealth
Minnesota
$305K -$8.02K -19 -2%
LP
1499
LB Partners
Virginia
$305K – – –
VCM
1500
Violich Capital Management
California
$305K – – –
58 59
60
61 62