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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1526
Sound View Wealth Advisors Group
Georgia
$374K +$118K +230 +46%
MA
1527
MJP Associates
Connecticut
$373K +$16.9K +33 +5%
DE
1528
Diversified Enterprises
Delaware
$372K +$375K +733 New
ACH
1529
ArrowMark Colorado Holdings
Colorado
$371K – – –
G
1530
GenTrust
Florida
$370K +$19.9K +39 +6%
OF
1531
Optimize Financial
California
$369K +$37.3K +73 +11%
CMF
1532
Counterpoint Mutual Funds
California
$369K +$371K +726 New
QC
1533
Quantessence Capital
New York
$368K -$1.71M -3,343 -82%
MWM
1534
MGB Wealth Management
Texas
$366K +$112K +220 +44%
WAP
1535
Wealthcare Advisory Partners
Pennsylvania
$366K +$7.66K +15 +2%
BMO
1536
Beck Mack & Oliver
New York
$364K -$38.3K -75 -9%
AC
1537
Attessa Capital
Arizona
$364K -$20.9K -41 -5%
SIC
1538
Samalin Investment Counsel
New York
$364K -$29.1K -57 -7%
AAA
1539
AG Asset Advisory
California
$363K – – –
BOS
1540
Bank of Stockton
California
$362K -$17.9K -35 -5%
PTC
1541
Philadelphia Trust Company
Pennsylvania
$361K – – –
AWP
1542
Ascent Wealth Partners
New York
$361K +$49.1K +96 +16%
NB
1543
Northwest Bancshares
Pennsylvania
$360K – – –
SWM
1544
Sculati Wealth Management
Michigan
$360K – – –
LCM
1545
LVM Capital Management
Michigan
$359K – – –
AWM
1546
Ariadne Wealth Management
California
$358K +$74.1K +145 +26%
ACA
1547
Anchor Capital Advisors
Massachusetts
$358K -$7.66K -15 -2%
JIP
1548
Jaffetilchin Investment Partners
Florida
$358K +$35.8K +70 +11%
SB
1549
Simmons Bank
Arkansas
$357K – – –
WA
1550
Wealth Architects
California
$357K +$11.8K +23 +3%
60 61
62
63 64