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S&P Global
SPGI

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