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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1476
Manchester Capital Management
Vermont
$290K +$27.3K +63 +10%
ALAM
1477
Asahi Life Asset Management
Japan
$289K – – –
CG
1478
Corundum Group
Colorado
$289K +$433 +1 +0.1%
WI
1479
WrapManager Inc
California
$289K -$49.4K -114 -14%
BIA
1480
Bell Investment Advisors
California
$288K -$433 -1 -0.1%
WA
1481
Wealth Architects
California
$288K -$433 -1 -0.1%
MIC
1482
Meridian Investment Counsel
California
$288K -$55.9K -129 -16%
GBT
1483
Grove Bank & Trust
Florida
$287K – – –
FI
1484
Finivi Inc
Massachusetts
$287K -$433 -1 -0.1%
SRC
1485
Shufro Rose & Co
New York
$284K – – –
SHGA
1486
Sand Hill Global Advisors
California
$283K – – –
GAG
1487
Goodman Advisory Group
Massachusetts
$279K – – –
SP
1488
Stablepoint Partners
Massachusetts
$279K +$1.3K +3 +0.5%
TIA
1489
Traphagen Investment Advisors
New Jersey
$279K +$867 +2 +0.3%
WWS
1490
Wellington Wealth Strategies
Indiana
$278K -$16K -37 -5%
CP
1491
Canopy Partners
Ohio
$278K +$9.97K +23 +4%
CWM
1492
Compass Wealth Management
Connecticut
$278K – – –
PPW
1493
Pasadena Private Wealth
California
$278K – – –
RBC
1494
Romano Brothers & Co
Illinois
$277K – – –
ACM
1495
Avalon Capital Management
California
$277K +$7.8K +18 +3%
FIM
1496
Freedom Investment Management
Connecticut
$277K -$79.3K -183 -22%
AC
1497
ASB Consultores
Florida
$275K +$280K +646 New
TA
1498
TFB Advisors
Kansas
$275K +$286K +660 New
BB
1499
Busey Bank
Illinois
$274K +$13.9K +32 +5%
CWM
1500
Campbell Wealth Management
Virginia
$272K +$277K +640 New
58 59
60
61 62