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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1501
Philadelphia Trust Company
Pennsylvania
$354K -$121K -238 -25%
NB
1502
Northwest Bancshares
Pennsylvania
$353K – – –
SWM
1503
Sculati Wealth Management
Michigan
$353K – – –
LCM
1504
LVM Capital Management
Michigan
$352K +$35K +69 +11%
PPG
1505
Peak Planning Group
Colorado
$352K +$5.07K +10 +1%
WAP
1506
Wealthcare Advisory Partners
Pennsylvania
$351K -$12.7K -25 -3%
HR
1507
Hardy Reed
Mississippi
$351K – – –
SB
1508
Simmons Bank
Arkansas
$350K +$507 +1 +0.1%
EA
1509
Eclectic Associates
California
$350K – – –
MA
1510
MJP Associates
Connecticut
$349K +$5.58K +11 +2%
BCFD
1511
Boit C.F. David
$349K – – –
SCM
1512
Sandler Capital Management
New York
$349K – – –
BGCP
1513
Bristol Gate Capital Partners
Ontario, Canada
$349K +$355K +700 New
CMBA
1514
C.M. Bidwell & Associates
Hawaii
$348K +$350K +690 +7,667%
NC
1515
Napatree Capital
Rhode Island
$348K +$59.4K +117 +20%
MCWA
1516
Meadow Creek Wealth Advisors
Georgia
$346K +$2.54K +5 +0.7%
DOA
1517
D'Orazio & Associates
Virginia
$345K -$8.12K -16 -2%
G
1518
GenTrust
Florida
$343K +$80.2K +158 +30%
1WA
1519
180 Wealth Advisors
Washington
$343K -$4.06K -8 -1%
ADIM
1520
Alpha DNA Investment Management
Maryland
$341K +$348K +685 New
SHGA
1521
Sand Hill Global Advisors
California
$341K -$4.06K -8 -1%
EWM
1522
Endowment Wealth Management
Wisconsin
$340K -$9.13K -18 -3%
JLBC
1523
J.L. Bainbridge & Co
Florida
$340K – – –
CAMV
1524
Concord Asset Management (Virginia)
Virginia
$338K +$51.2K +101 +17%
WA
1525
Wealth Architects
California
$338K -$7.1K -14 -2%
59 60
61
62 63