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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
1551
Jaffetilchin Investment Partners
Florida
$358K +$35.8K +70 +11%
SB
1552
Simmons Bank
Arkansas
$357K – – –
WA
1553
Wealth Architects
California
$357K +$11.8K +23 +3%
TW
1554
Traveka Wealth
California
$357K -$25K -49 -7%
CFG
1555
Clayton Financial Group
Missouri
$356K -$41.4K -81 -10%
PPG
1556
Peak Planning Group
Colorado
$356K -$2.56K -5 -0.7%
BCFD
1557
Boit C.F. David
$356K – – –
BGCP
1558
Bristol Gate Capital Partners
Ontario, Canada
$356K – – –
MCWA
1559
Meadow Creek Wealth Advisors
Georgia
$351K -$1.53K -3 -0.4%
WANY
1560
Wealthspire Advisors (New York)
New York
$350K -$40.9K -80 -10%
GDP
1561
Great Diamond Partners
Maine
$350K -$94K -184 -21%
C
1562
Covestor
United Kingdom
$347K +$16.4K +32 +5%
CMBA
1563
C.M. Bidwell & Associates
Hawaii
$346K -$9.2K -18 -3%
EA
1564
Eclectic Associates
California
$344K -$12.3K -24 -3%
ICP
1565
Impact Capital Partners
Colorado
$344K +$16.9K +33 +5%
IFU
1566
iSAM Funds (UK)
United Kingdom
$342K +$344K +673 New
VC
1567
Veracity Capital
Georgia
$342K -$1.02K -2 -0.3%
CPA
1568
Capital Planning Advisors
California
$341K +$1.02K +2 +0.3%
LFG
1569
Larson Financial Group
Missouri
$341K +$226K +442 +194%
SP
1570
Stablepoint Partners
Massachusetts
$338K – – –
CB
1571
Community Bank
New York
$338K -$146K -285 -30%
TA
1572
TrueWealth Advisors
Alabama
$338K +$339K +664 New
LOIM
1573
Liberty One Investment Management
Illinois
$337K +$27.1K +53 +9%
SEA
1574
Stegent Equity Advisors
Texas
$335K +$10.2K +20 +3%
BAM
1575
Byrne Asset Management
New Jersey
$332K -$6.13K -12 Closed
61 62
63
64 65