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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
1551
Relyea Zuckerberg Hanson
Connecticut
$402K -$40.1K -81 -10%
AA
1552
Acorns Advisers
California
$402K +$31.7K +64 +9%
DBRC
1553
D.B. Root & Company
Pennsylvania
$400K -$44K -89 -10%
SAM
1554
Stembrook Asset Management
New Jersey
$400K +$379K +766 New
IIC
1555
Integrated Investment Consultants
Michigan
$400K +$5.44K +11 +1%
BMO
1556
Beck Mack & Oliver
New York
$400K – – –
EA
1557
Emerald Advisers
Pennsylvania
$399K -$16.3K -33 -4%
G
1558
Gainplan
Michigan
$398K +$15.8K +32 +4%
PWS
1559
Peterson Wealth Services
Utah
$397K -$702K -1,418 -65%
SW
1560
Simplicity Wealth
New Jersey
$395K -$1.98K -4 -0.5%
HBT
1561
Heartland Bank & Trust
Illinois
$394K -$875K -1,769 -70%
BB
1562
Busey Bank
Illinois
$394K -$3.96K -8 -1%
CSB
1563
City State Bank
Iowa
$394K +$990 +2 +0.3%
LP
1564
LB Partners
Virginia
$392K – – –
VCM
1565
Violich Capital Management
California
$392K – – –
PWP
1566
Phillips Wealth Planners
Mississippi
$390K +$13.9K +28 +4%
BCM
1567
Bourgeon Capital Management
Connecticut
$390K – – –
MCCA
1568
Mill Creek Capital Advisors
Pennsylvania
$387K -$2.97K -6 -0.8%
IFG
1569
Independent Financial Group
California
$386K +$61.8K +125 +20%
MW
1570
Marble Wealth
Alabama
$386K +$365K +738 New
EFG
1571
Elm3 Financial Group
Georgia
$382K -$50K -101 -12%
HWP
1572
Hibernia Wealth Partners
Louisiana
$381K +$361K +730 New
SPA
1573
Sherbrooke Park Advisers
New York
$379K -$403K -815 -53%
BCFD
1574
Boit C.F. David
$379K – – –
FC
1575
Financial Consulate
Maryland
$377K -$66.3K -134 -16%
61 62
63
64 65