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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NCFG
1501
New Century Financial Group
New Jersey
$400K -$1.53K -3 -0.4%
AMCA
1502
Arthur M. Cohen & Associates
Illinois
$400K – – –
SRC
1503
Shufro Rose & Co
New York
$396K – – –
CCA
1504
Cobblestone Capital Advisors
New York
$395K +$167K +326 +72%
GFG
1505
Goldstone Financial Group
Illinois
$394K +$109K +214 +38%
AO
1506
Advisor OS
Illinois
$394K +$4.6K +9 +1%
DO
1507
denkapparat Operations
Germany
$393K +$395K +774 New
CPRC
1508
Consolidated Portfolio Review Corp
New York
$393K – – –
BFO
1509
Biltmore Family Office
North Carolina
$390K -$17.9K -35 -4%
LI
1510
Lafayette Investments
Maryland
$390K +$50.6K +99 +15%
IIC
1511
Integrated Investment Consultants
Michigan
$387K +$10.7K +21 +3%
CAU
1512
Caxton Associates (UK)
$386K +$388K +760 New
FCM
1513
Fourpath Capital Management
Oklahoma
$385K -$7.15K -14 -2%
DT
1514
Diversified Trust
Tennessee
$384K -$180K -352 -32%
CAM
1515
Cidel Asset Management
Ontario, Canada
$383K – – –
CWM
1516
Cornerstone Wealth Management
Missouri
$383K -$77.2K -151 -17%
LP
1517
LB Partners
Virginia
$382K – – –
MWM
1518
Mattern Wealth Management
Kansas
$382K -$267K -522 -41%
CSB
1519
City State Bank
Iowa
$382K – – –
SG
1520
Somerset Group
Minnesota
$381K – – –
VCM
1521
Violich Capital Management
California
$381K – – –
PCM
1522
Permanent Capital Management
Illinois
$381K +$122K +238 +47%
SAM
1523
Strategy Asset Managers
California
$380K -$12.3K -24 -3%
FNWM
1524
Financial Network Wealth Management
Utah
$380K -$72.6K -142 -16%
G
1525
Gainplan
Michigan
$379K -$6.13K -12 -2%
59 60
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62 63