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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1526
Cambridge Trust
Massachusetts
$4K -$63.8K -179 -93%
APC
1527
Aspire Private Capital
North Carolina
$4K – – –
BCMLT
1528
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K – – –
HDIM
1529
Hanson & Doremus Investment Management
Vermont
$4K – – –
MCM
1530
Manchester Capital Management
Vermont
$4K +$2.5K +7 +117%
HS
1531
Horan Securities
United States
$4K +$3.92K +11 New
TWP
1532
TFO Wealth Partners
Ohio
$4K +$3.92K +11 New
LFG
1533
Larson Financial Group
Missouri
$4K +$4.63K +13 New
RIM
1534
Rockbridge Investment Management
New York
$3.37K – – –
AFG
1535
Albion Financial Group
Utah
$3K -$416K -1,167 -99%
GI
1536
Gradient Investments
Minnesota
$3K -$1.78K -5 -36%
CWM
1537
Cedar Wealth Management
California
$3K – – –
GLLW
1538
Graves Light Lenhart Wealth
Virginia
$3K – – –
MA
1539
MCF Advisors
Kentucky
$3K – – –
SIAP
1540
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K – – –
SCA
1541
Stuart Chaussee & Associates
California
$3K – – –
S
1542
Surevest
California
$3K – – –
FSWA
1543
Financial Synergies Wealth Advisors
Texas
$2.02K +$2.14K +6 New
SWM
1544
Sugarloaf Wealth Management
Georgia
$2K -$41.7K -117 -94%
FEG
1545
Financial Enhancement Group
Indiana
$2K – – –
MTIC
1546
Missouri Trust & Investment Company
Missouri
$2K – – –
NFSG
1547
Newbridge Financial Services Group
Florida
$2K – – –
RBC
1548
Roble Belko & Company
Pennsylvania
$2K – – –
SWM
1549
Selective Wealth Management
Virginia
$2K – – –
SFG
1550
Steward Financial Group
Texas
$2K +$2.85K +8 New
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