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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1526
Naviter Wealth
Arkansas
$371K +$26.5K +53 +8%
SWA
1527
Sax Wealth Advisors
New Jersey
$369K +$349K +700 New
BCFD
1528
Boit C.F. David
$369K – – –
BGCP
1529
Bristol Gate Capital Partners
Ontario, Canada
$369K – – –
AWM
1530
Angeles Wealth Management
California
$369K +$66.9K +134 +24%
FCM
1531
Family Capital Management
Michigan
$368K +$348K +697 New
SRL
1532
Scientech Research LLC
New Jersey
$367K +$347K +696 New
C
1533
Covestor
United Kingdom
$365K +$4.99K +10 +1%
GDP
1534
Great Diamond Partners
Maine
$364K +$998 +2 +0.3%
MCWA
1535
Meadow Creek Wealth Advisors
Georgia
$360K -$3.99K -8 -1%
WA
1536
Wealth Architects
California
$359K -$10.5K -21 -3%
PL
1537
Plancorp LLC
Missouri
$359K +$44.9K +90 +15%
SIC
1538
Samalin Investment Counsel
New York
$358K -$18K -36 -5%
BOS
1539
Bank of Stockton
California
$358K -$17.5K -35 -5%
MA
1540
MONECO Advisors
Connecticut
$356K +$79.9K +160 +31%
CPA
1541
Capital Planning Advisors
California
$354K -$499 -1 -0.1%
MWM
1542
MGB Wealth Management
Texas
$354K -$25K -50 -7%
SB
1543
Simmons Bank
Arkansas
$353K -$16.5K -33 -5%
DE
1544
Diversified Enterprises
Delaware
$353K -$31.9K -64 -9%
PWP
1545
Phillips Wealth Planners
Mississippi
$350K +$5.99K +12 +2%
CFSG
1546
Community Financial Services Group
Vermont
$350K +$331K +663 New
MHC
1547
May Hill Capital
Massachusetts
$346K +$44.9K +90 +16%
SRC
1548
Shufro Rose & Co
New York
$346K -$49.9K -100 -13%
TW
1549
Traveka Wealth
California
$345K -$23.5K -47 -7%
GP
1550
Gallo Partners
New Jersey
$345K -$5.99M -12,011 -95%
60 61
62
63 64