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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1576
Grimes & Company
Massachusetts
$218K -$12.6K -29 -5%
MPW
1577
MGO Private Wealth
California
$217K +$221K +511 New
BCM
1578
BlueCrest Capital Management
Jersey
$217K -$45.5K -105 -17%
SIMG
1579
Stephens Investment Management Group
Texas
$217K +$61.5K +142 +39%
WFAG
1580
Worth Financial Advisory Group
North Carolina
$216K -$1.3K -3 -0.6%
ACP
1581
Aveo Capital Partners
Colorado
$216K +$8.23K +19 +4%
SWA
1582
SFMG Wealth Advisors
Texas
$216K -$2.6K -6 -1%
MAP
1583
Moody Aldrich Partners
Massachusetts
$215K +$219K +506 New
WWM
1584
Whalen Wealth Management
Nevada
$214K +$218K +504 New
CD
1585
Chapin Davis
Maryland
$214K – – –
APW
1586
Aurora Private Wealth
New Jersey
$214K – – –
DWM
1587
Darwin Wealth Management
Florida
$213K -$59.4K -137 -21%
GWA
1588
GGM Wealth Advisors
Maryland
$213K -$737K -1,700 -78%
IIM
1589
Ipswich Investment Management
Massachusetts
$213K – – –
HIGP
1590
Hill Investment Group Partners
Missouri
$213K – – –
NRC
1591
New Republic Capital
North Carolina
$212K +$2.6K +6 +1%
MBT
1592
Montecito Bank & Trust
California
$212K – – –
ICP
1593
Interchange Capital Partners
Pennsylvania
$210K +$8.67K +20 +4%
IWN
1594
Independent Wealth Network
Iowa
$210K -$23.4K -54 -10%
TCOT
1595
Trust Company of Toledo
Ohio
$209K -$52K -120 -20%
WIA
1596
Wetzel Investment Advisors
Indiana
$208K -$2.6K -6 -1%
C
1597
Covestor
United Kingdom
$208K +$37.3K +86 +21%
TNA
1598
True North Advisors
Texas
$207K +$211K +487 New
EFM
1599
E Fund Management
China
$207K +$211K +486 New
PWP
1600
Phillips Wealth Planners
Mississippi
$207K +$219K +506 New
62 63
64
65 66