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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
1476
Ledyard National Bank
$387K +$5.36K +10 +1%
MSCM
1477
McElhenny Sheffield Capital Management
Texas
$385K -$70.1K -131 -14%
AIA
1478
Accelerate Investment Advisors
California
$384K -$9.1K -17 -2%
CA
1479
Cache Advisors
California
$384K – – –
CFG
1480
Cooper Financial Group
California
$384K +$422K +788 New
AMCA
1481
Arthur M. Cohen & Associates
Illinois
$383K – – –
CPRC
1482
Consolidated Portfolio Review Corp
New York
$382K +$4.82K +9 +1%
WWM
1483
Whalen Wealth Management
Nevada
$380K -$92.1K -172 -18%
BAM
1484
Byrne Asset Management
New Jersey
$379K -$399K -746 Closed
IAIM
1485
International Assets Investment Management
Florida
$378K – – –
BT
1486
Banque Transatlantique
France
$377K -$122K -228 -23%
CAU
1487
Caxton Associates (UK)
$377K -$1.32M -2,464 -76%
DO
1488
denkapparat Operations
Germany
$377K – – –
MWM
1489
MGB Wealth Management
Texas
$376K +$53.5K +100 +15%
DWM
1490
Destination Wealth Management
California
$374K -$104K -194 -20%
BMO
1491
Beck Mack & Oliver
New York
$372K – – –
BB
1492
Busey Bank
Illinois
$371K -$1.61K -3 -0.4%
SW
1493
Simplicity Wealth
New Jersey
$370K -$387K -723 -49%
CWM
1494
Cornerstone Wealth Management
Missouri
$370K -$5.89K -11 -1%
PWS
1495
Peterson Wealth Services
Utah
$370K +$769K +1,437 +194%
SAM
1496
Strategy Asset Managers
California
$369K +$4.28K +8 +1%
WAP
1497
Wealthcare Advisory Partners
Pennsylvania
$368K +$2.68K +5 +0.7%
PCS
1498
Personal CFO Solutions
New Jersey
$368K +$20.3K +38 +5%
CAM
1499
Cidel Asset Management
Ontario, Canada
$367K – – –
IIC
1500
Integrated Investment Consultants
Michigan
$367K -$2.68K -5 -0.7%
58 59
60
61 62