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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1576
Castleview Partners
Texas
$141K -$789 -2 -0.6%
IWA
1577
Icon Wealth Advisors
Texas
$140K +$125K +317 New
RFA
1578
Resurgent Financial Advisors
Georgia
$140K +$20.9K +53 +20%
TIM
1579
Tortoise Investment Management
New York
$138K – – –
HFM
1580
Harvest Fund Management
China
$134K – – –
HWM
1581
HighMark Wealth Management
Minnesota
$132K – – –
CT
1582
Caldwell Trust
Florida
$130K -$29.2K -74 -20%
FFA
1583
Fairfield Financial Advisors
Massachusetts
$130K – – –
VCM
1584
Versant Capital Management
Arizona
$130K +$1.58K +4 +1%
BGAI
1585
Bruce G. Allen Investments
Colorado
$125K +$112K +284 New
KLWA
1586
Kelly Lawrence W & Associates
California
$125K – – –
TCWA
1587
Turtle Creek Wealth Advisors
Texas
$124K +$111K +282 New
DFA
1588
DHJJ Financial Advisors
Illinois
$124K – – –
TF
1589
Tompkins Financial
New York
$123K – – –
SWM
1590
Sugarloaf Wealth Management
Georgia
$118K +$15K +38 +17%
HIIFS
1591
Harel Insurance Investments & Financial Services
Israel
$116K – – –
RA
1592
Rational Advisors
New York
$112K -$153K -388 -60%
AWM
1593
Avior Wealth Management
Nebraska
$111K -$36.3K -92 -27%
WB
1594
Webster Bank
Connecticut
$110K – – –
A
1595
AJOVista
Massachusetts
$108K +$97.1K +246 New
HI
1596
Harbour Investments
Wisconsin
$107K +$62.4K +158 +184%
WPA
1597
West Paces Advisors
Georgia
$104K +$3.16K +8 +4%
AGWCA
1598
Annis Gardner Whiting Capital Advisors
Florida
$103K – – –
AA
1599
Ancora Advisors
Ohio
$102K – – –
TFIPS
1600
Towarzystwo Funduszy Inwestycyjnych PZU SA
$102K +$91.2K +231 New
62 63
64
65 66