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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TFIPS
1601
Towarzystwo Funduszy Inwestycyjnych PZU SA
$102K +$91.2K +231 New
DCM
1602
Disciplina Capital Management
Tennessee
$101K – – –
HWA
1603
HHM Wealth Advisors
Tennessee
$101K +$23.7K +60 +36%
FMII
1604
Farmers & Merchants Investments Inc
Nebraska
$100K – – –
IPW
1605
Impact Partnership Wealth
Georgia
$97.8K +$77.3K +196 +754%
FWM
1606
Focused Wealth Management
New York
$89.4K – – –
JWA
1607
JFS Wealth Advisors
Pennsylvania
$89.4K +$14.6K +37 +22%
CPG
1608
Cornerstone Planning Group
New Jersey
$88.5K +$5.13K +13 +7%
PP
1609
PFS Partners
New Jersey
$86K -$395 -1 -0.5%
ETC
1610
Exchange Traded Concepts
Oklahoma
$85.9K -$351K -890 -82%
AT
1611
Arlington Trust
Alabama
$83.7K -$2.99M -7,583 -98%
FGA
1612
Fortis Group Advisors
New Jersey
$79.3K +$35.5K +90 +100%
AA
1613
Addison Advisors
Vermont
$77.5K +$17.4K +44 +33%
MCM
1614
MV Capital Management
Maryland
$76.2K +$3.95K +10 +6%
MWM
1615
Mascoma Wealth Management
New Hampshire
$74.4K – – –
CHA
1616
Carmichael Hill & Associates
Maryland
$73.6K – – –
GA
1617
GoalVest Advisory
New York
$73.1K +$6.31K +16 +11%
ITIM
1618
Indiana Trust & Investment Management
Indiana
$68.3K – – –
AWM
1619
Atticus Wealth Management
Florida
$67.8K – – –
EWM
1620
Evermay Wealth Management
Virginia
$67.4K +$1.18K +3 +2%
LJHT
1621
Laurie J. Hall Trustee
$64K – – –
ADL
1622
Asset Dedication LLC
California
$64K +$18.5K +47 +48%
MIP
1623
Mondrian Investment Partners
United Kingdom
$63.4K -$76M -192,587 -100%
BFPW
1624
BOK Financial Private Wealth
Colorado
$63.4K +$43K +109 +311%
BWM
1625
BKM Wealth Management
Wisconsin
$63K +$56.4K +143 New
63 64
65
66 67