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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1476
D'Orazio & Associates
Virginia
$411K -$7.49K -15 -2%
CCA
1477
Cobblestone Capital Advisors
New York
$410K – – –
CPRC
1478
Consolidated Portfolio Review Corp
New York
$410K +$1.5K +3 +0.4%
DO
1479
denkapparat Operations
Germany
$408K – – –
G
1480
Gainplan
Michigan
$408K +$14K +28 +4%
CWM
1481
Cornerstone Wealth Management
Missouri
$406K +$8.48K +17 +2%
BFO
1482
Biltmore Family Office
North Carolina
$405K +$499 +1 +0.1%
BMO
1483
Beck Mack & Oliver
New York
$403K +$24.5K +49 +7%
BB
1484
Busey Bank
Illinois
$403K -$21.5K -43 -5%
IIC
1485
Integrated Investment Consultants
Michigan
$400K -$1.5K -3 -0.4%
CAM
1486
Cidel Asset Management
Ontario, Canada
$398K – – –
SFA
1487
Semmax Financial Advisors
North Carolina
$397K +$342K +685 +2,446%
WAP
1488
Wealthcare Advisory Partners
Pennsylvania
$396K +$15.5K +31 +4%
MS
1489
Maven Securities
Jersey
$396K -$971K -1,946 -72%
CSB
1490
City State Bank
Iowa
$396K – – –
LP
1491
LB Partners
Virginia
$395K – – –
SG
1492
Somerset Group
Minnesota
$395K – – –
VCM
1493
Violich Capital Management
California
$395K – – –
SAM
1494
Strategy Asset Managers
California
$395K +$499 +1 +0.1%
DT
1495
Diversified Trust
Tennessee
$395K -$3.49K -7 -0.9%
EFG
1496
Ethos Financial Group
Pennsylvania
$394K +$52.9K +106 +17%
BCM
1497
Bourgeon Capital Management
Connecticut
$393K -$226K -453 -38%
BAM
1498
Byrne Asset Management
New Jersey
$393K +$372K +746 New
SVWAG
1499
Sound View Wealth Advisors Group
Georgia
$392K +$4.49K +9 +1%
PWS
1500
Peterson Wealth Services
Utah
$391K +$998 +2 +0.3%
58 59
60
61 62