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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1476
Violich Capital Management
California
$374K – – –
TW
1477
Traveka Wealth
California
$374K +$39.6K +78 +12%
LP
1478
LB Partners
Virginia
$374K – – –
SG
1479
Somerset Group
Minnesota
$374K – – –
MCCA
1480
Mill Creek Capital Advisors
Pennsylvania
$373K -$8.12K -16 -2%
DWM
1481
Destination Wealth Management
California
$373K – – –
BOS
1482
Bank of Stockton
California
$373K -$43.6K -86 -10%
CFO
1483
CVA Family Office
Colorado
$372K +$14.2K +28 +4%
CFG
1484
Carr Financial Group
Massachusetts
$371K +$4.06K +8 +1%
BW
1485
Bison Wealth
Georgia
$370K -$276K -543 -42%
FFA
1486
Founders Financial Alliance
North Carolina
$369K +$8.12K +16 +2%
IIC
1487
Integrated Investment Consultants
Michigan
$369K – – –
BB
1488
Busey Bank
Illinois
$368K +$2.03K +4 +0.5%
PWS
1489
Peterson Wealth Services
Utah
$367K +$34K +67 +10%
MCM
1490
Manchester Capital Management
Vermont
$365K -$507 -1 -0.1%
ACH
1491
ArrowMark Colorado Holdings
Colorado
$364K – – –
CWG
1492
Cornerstone Wealth Group
North Carolina
$363K -$47.2K -93 -11%
CCA
1493
Catalyst Capital Advisors
New York
$362K +$296K +584 +411%
OPCM
1494
Osborne Partners Capital Management
California
$361K – – –
KTC
1495
Kentucky Trust Company
Kentucky
$361K +$368K +725 New
CP
1496
Canopy Partners
Ohio
$359K +$3.55K +7 +1%
ACA
1497
Anchor Capital Advisors
Massachusetts
$358K -$2.54K -5 -0.7%
PPWM
1498
Paragon Private Wealth Management
Kentucky
$356K +$74.6K +147 +26%
AAA
1499
AG Asset Advisory
California
$356K +$362K +714 New
XT
1500
XTX Topco
Cayman Islands
$355K +$362K +713 New
58 59
60
61 62