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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1501
Washington Trust Advisors
Massachusetts
$98K +$61.1K +150 +165%
VCM
1502
Vigilant Capital Management
Maine
$95K +$91.2K +224 +3,200%
JWM
1503
Janiczek Wealth Management
Colorado
$91K +$17.1K +42 +23%
AS
1504
Altshuler Shaham
Israel
$89K -$15.9K -39 -15%
CHA
1505
Carmichael Hill & Associates
Maryland
$86K +$17.1K +42 +25%
SCA
1506
Sandy Cove Advisors
Massachusetts
$86K +$25.7K +63 +43%
FWM
1507
Focused Wealth Management
New York
$83K +$1.22K +3 +2%
CT
1508
Caldwell Trust
Florida
$82K -$2.04K -5 -2%
PGAM
1509
Princeton Global Asset Management
New Jersey
$82K +$81.5K +200 New
CT
1510
Cambridge Trust
Massachusetts
$78K -$31.4K -77 -29%
FMII
1511
Farmers & Merchants Investments Inc
Nebraska
$78K +$16.3K +40 +26%
WFA
1512
West Financial Advisors
Iowa
$76K -$6.11K -15 -8%
FFA
1513
Freedman Financial Associates
Massachusetts
$73K – – –
CMBA
1514
C.M. Bidwell & Associates
Hawaii
$71K – – –
AWM
1515
Atticus Wealth Management
Florida
$69K +$18.3K +45 +37%
MCM
1516
MV Capital Management
Maryland
$69K +$35.4K +87 +107%
CYG
1517
Clean Yield Group
Vermont
$68K -$33.8K -83 -33%
LS
1518
Leelyn Smith
Illinois
$68K – – –
AA
1519
Ancora Advisors
Ohio
$67K -$4.07K -10 -6%
IFS
1520
Intelligent Financial Strategies
Minnesota
$67K +$8.15K +20 +14%
KTC
1521
Kistler-Tiffany Companies
Pennsylvania
$66K – – –
M
1522
MOTCO
Texas
$64K +$7.74K +19 +14%
JWA
1523
JFS Wealth Advisors
Pennsylvania
$63K +$3.26K +8 +5%
GRP
1524
Global Retirement Partners
California
$63K +$73.3K +180 New
SC
1525
Solstein Capital
California
$62K -$10.6K -26 -15%
59 60
61
62 63