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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1501
Cobblestone Capital Advisors
New York
$395K +$167K +326 +72%
GFG
1502
Goldstone Financial Group
Illinois
$394K +$109K +214 +38%
AO
1503
Advisor OS
Illinois
$394K +$4.6K +9 +1%
DO
1504
denkapparat Operations
Germany
$393K +$395K +774 New
CPRC
1505
Consolidated Portfolio Review Corp
New York
$393K – – –
BFO
1506
Biltmore Family Office
North Carolina
$390K -$17.9K -35 -4%
LI
1507
Lafayette Investments
Maryland
$390K +$50.6K +99 +15%
IIC
1508
Integrated Investment Consultants
Michigan
$387K +$10.7K +21 +3%
CAU
1509
Caxton Associates (UK)
$386K +$388K +760 New
FCM
1510
Fourpath Capital Management
Oklahoma
$385K -$7.15K -14 -2%
DT
1511
Diversified Trust
Tennessee
$384K -$180K -352 -32%
CAM
1512
Cidel Asset Management
Ontario, Canada
$383K – – –
CWM
1513
Cornerstone Wealth Management
Missouri
$383K -$77.2K -151 -17%
LP
1514
LB Partners
Virginia
$382K – – –
MWM
1515
Mattern Wealth Management
Kansas
$382K -$267K -522 -41%
CSB
1516
City State Bank
Iowa
$382K – – –
SG
1517
Somerset Group
Minnesota
$381K – – –
VCM
1518
Violich Capital Management
California
$381K – – –
PCM
1519
Permanent Capital Management
Illinois
$381K +$122K +238 +47%
SAM
1520
Strategy Asset Managers
California
$380K -$12.3K -24 -3%
FNWM
1521
Financial Network Wealth Management
Utah
$380K -$72.6K -142 -16%
G
1522
Gainplan
Michigan
$379K -$6.13K -12 -2%
MCCA
1523
Mill Creek Capital Advisors
Pennsylvania
$377K -$4.09K -8 -1%
PWS
1524
Peterson Wealth Services
Utah
$376K +$1.53K +3 +0.4%
JWCA
1525
J.W. Cole Advisors
Florida
$375K +$148K +289 +64%
59 60
61
62 63