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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MHC
1551
May Hill Capital
Massachusetts
$317K -$2.68K -5 -0.8%
WMA
1552
William Mack & Associates
Michigan
$317K – – –
EA
1553
Eclectic Associates
California
$317K +$535 +1 +0.2%
LOIM
1554
Liberty One Investment Management
Illinois
$317K +$3.75K +7 +1%
ICP
1555
Impact Capital Partners
Colorado
$316K -$1.61K -3 -0.5%
SMA
1556
Seven Mile Advisory
New Jersey
$316K +$139K +259 +66%
UOC
1557
University of Chicago
Illinois
$316K – – –
MWM
1558
Mattern Wealth Management
Kansas
$316K -$30K -56 -8%
CPA
1559
Capital Planning Advisors
California
$316K -$11.8K -22 -3%
IFA
1560
Index Fund Advisors
California
$314K -$535 -1 -0.2%
SVWAG
1561
Sound View Wealth Advisors Group
Georgia
$314K -$53K -99 -13%
RBC
1562
Romano Brothers & Co
Illinois
$312K – – –
RIM
1563
Reliant Investment Management
Tennessee
$311K -$5.2M -9,703 -94%
BIA
1564
Benchmark Investment Advisors
Illinois
$311K +$342K +638 New
1WA
1565
180 Wealth Advisors
Washington
$308K -$6.96K -13 -2%
BCG
1566
Breakwater Capital Group
New Jersey
$307K – – –
VC
1567
Veracity Capital
Georgia
$305K -$10.2K -19 -3%
JMFC
1568
J.M. Forbes & Co
Massachusetts
$305K +$11.2K +21 +3%
SMC
1569
Smith, Moore & Co
Missouri
$303K +$10.7K +20 +3%
GAA
1570
Global Assets Advisory
Florida
$303K +$6.43K +12 +2%
CIA
1571
Compass Ion Advisors
Pennsylvania
$303K -$1.61K -3 -0.5%
IP
1572
Isthmus Partners
Wisconsin
$303K +$21.4K +40 +7%
BC
1573
Burney Company
Virginia
$302K -$51.9K -97 -14%
TWP
1574
Tyche Wealth Partners
Texas
$301K +$4.82K +9 +1%
AO
1575
Advisor OS
Illinois
$301K -$115K -214 -26%
61 62
63
64 65