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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1476
Adelphi Trust
Florida
$376K +$410K +884 New
AF
1477
Alerus Financial
North Dakota
$376K -$110K -236 -21%
HCMG
1478
Howard Capital Management Group
California
$376K – – –
MSS
1479
Mitchell Sinkler & Starr
Pennsylvania
$374K -$5.57K -12 -1%
HFRG
1480
Houlihan Financial Resource Group
Virginia
$374K – – –
3IP
1481
3Chopt Investment Partners
Virginia
$373K -$124K -268 -23%
NA
1482
Navellier & Associates
Nevada
$372K -$256K -551 -39%
WAG
1483
Wilkerson Advisory Group
Missouri
$372K +$18.6K +40 +5%
JIC
1484
Joel Isaacson & Co
New York
$371K +$4.64K +10 +1%
AL
1485
Aspiriant LLC
California
$371K +$405K +872 New
TWM
1486
Topsail Wealth Management
North Carolina
$370K -$4.18K -9 -1%
SLT
1487
St Louis Trust
Missouri
$369K -$467K -1,006 -54%
MGIA
1488
Matthew Goff Investment Advisor
Texas
$369K – – –
HBS
1489
Howard Bailey Securities
Indiana
$369K -$170K -367 -30%
TP
1490
Tranquility Partners
Tennessee
$369K -$5.11K -11 -1%
PA
1491
Probity Advisors
Texas
$367K +$123K +265 +44%
SB
1492
Simmons Bank
Arkansas
$367K +$91.5K +197 +30%
CFA
1493
Churchill Financial Advisors
Kentucky
$367K -$564K -1,215 -58%
BAM
1494
Byrne Asset Management
New Jersey
$366K +$17.2K +37 +4%
QPBE
1495
Quintet Private Bank (Europe)
Luxembourg
$365K -$134K -288 -25%
RP
1496
Riverwater Partners
Wisconsin
$363K -$20.4K -44 -5%
CP
1497
Clarendon Private
Massachusetts
$363K -$82.2K -177 -17%
BG
1498
Bahl & Gaynor
Ohio
$362K -$166K -357 -30%
OL
1499
OneFund LLC
Florida
$362K -$32.5K -70 -8%
SIA
1500
Soltis Investment Advisors
Utah
$362K -$2.86M -6,165 -88%
58 59
60
61 62