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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1526
Crewe Advisors
Utah
$338K +$344K +678 New
VC
1527
Veracity Capital
Georgia
$336K -$8.63K -17 -2%
PCS
1528
Personal CFO Solutions
New Jersey
$336K +$10.1K +20 +3%
CP
1529
Clarendon Private
Massachusetts
$334K +$340K +671 New
CPA
1530
Capital Planning Advisors
California
$334K -$507 -1 -0.1%
LI
1531
Lafayette Investments
Maryland
$333K +$8.12K +16 +2%
BPFA
1532
Barnes Pettey Financial Advisors
Mississippi
$332K – – –
SP
1533
Stablepoint Partners
Massachusetts
$332K – – –
II
1534
Impact Investors
California
$328K +$334K +659 New
OF
1535
Optimize Financial
California
$326K +$332K +654 New
OC
1536
Oarsman Capital
Wisconsin
$325K -$3.55K -7 -1%
CWM
1537
Compass Wealth Management
Connecticut
$325K – – –
PPW
1538
Pasadena Private Wealth
California
$325K – – –
TFM
1539
TFC Financial Management
Massachusetts
$325K – – –
ACM
1540
Avalon Capital Management
California
$325K – – –
GVAG
1541
Great Valley Advisor Group
Delaware
$324K +$31K +61 +10%
C
1542
Covestor
United Kingdom
$324K +$97.9K +193 +42%
IFS
1543
Ifrah Financial Services
Arkansas
$323K -$1.52K -3 -0.5%
FA
1544
Financial Alternatives
California
$323K – – –
AFW
1545
Avantra Family Wealth
Pennsylvania
$322K +$328K +646 New
ICP
1546
Impact Capital Partners
Colorado
$321K +$327K +644 New
VA
1547
Valmark Advisers
Ohio
$320K +$326K +642 New
SF
1548
Symphony Financial
Texas
$319K -$39.6K -78 -11%
GA
1549
Goldstein Advisors
Wisconsin
$319K +$3.04K +6 +0.9%
EFG
1550
Ethos Financial Group
Pennsylvania
$319K +$21.8K +43 +7%
60 61
62
63 64