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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1501
City State Bank
Iowa
$366K – – –
LP
1502
LB Partners
Virginia
$365K – – –
VCM
1503
Violich Capital Management
California
$365K – – –
SG
1504
Somerset Group
Minnesota
$365K – – –
HR
1505
Hardy Reed
Mississippi
$365K +$9.64K +18 +2%
MCCA
1506
Mill Creek Capital Advisors
Pennsylvania
$364K +$5.36K +10 +1%
BCM
1507
Bourgeon Capital Management
Connecticut
$363K – – –
EFG
1508
Ethos Financial Group
Pennsylvania
$363K -$1.07K -2 -0.3%
NRC
1509
New Republic Capital
North Carolina
$357K +$535 +1 +0.1%
SWA
1510
Sax Wealth Advisors
New Jersey
$356K +$17.1K +32 +5%
SEIA
1511
Signature Estate & Investment Advisors
California
$355K -$120K -224 -24%
G
1512
Gainplan
Michigan
$355K -$24.1K -45 -6%
SGI
1513
Summit Global Investments
Utah
$352K -$8.03K -15 -2%
HFM
1514
Hartford Funds Management
Pennsylvania
$351K -$63.2K -118 -14%
NW
1515
Naviter Wealth
Arkansas
$350K +$8.57K +16 +2%
GCM
1516
Graham Capital Management
Connecticut
$348K -$1.08M -2,026 -74%
AAA
1517
AG Asset Advisory
California
$348K – – –
C
1518
Covestor
United Kingdom
$347K +$10.7K +20 +3%
PTC
1519
Philadelphia Trust Company
Pennsylvania
$346K – – –
SRC
1520
Shufro Rose & Co
New York
$346K – – –
LCM
1521
LVM Capital Management
Michigan
$344K – – –
AA
1522
Acorns Advisers
California
$344K +$65.9K +123 +21%
AWA
1523
AGH Wealth Advisors
Kansas
$343K -$535 -1 -0.1%
ACA
1524
Anchor Capital Advisors
Massachusetts
$343K – – –
ACM
1525
Avalon Capital Management
California
$343K +$27.8K +52 +8%
59 60
61
62 63