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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
1601
VisionPoint Advisory Group
Texas
$314K +$36.8K +72 +13%
IFS
1602
Ifrah Financial Services
Arkansas
$314K -$16.4K -32 -5%
TWP
1603
Tyche Wealth Partners
Texas
$314K -$961K -1,881 -75%
MPM
1604
MBB Public Markets
Illinois
$313K +$315K +617 New
CCG
1605
Catalina Capital Group
California
$313K -$467K -913 -60%
BFG
1606
Bouchey Financial Group
New York
$312K +$12.3K +24 +4%
RRCM
1607
Rappaport Reiches Capital Management
Illinois
$312K +$92K +180 +41%
SHGA
1608
Sand Hill Global Advisors
California
$311K -$36.3K -71 -10%
OC
1609
Oarsman Capital
Wisconsin
$311K -$20.4K -40 -6%
EGWAG
1610
Elwood & Goetz Wealth Advisory Group
Georgia
$311K – – –
NRC
1611
New Republic Capital
North Carolina
$310K +$23K +45 +8%
GAM
1612
Gould Asset Management
California
$309K – – –
QL
1613
Quarry LP
New York
$307K +$309K +604 New
MMCM
1614
Murphy & Mullick Capital Management
New York
$306K – – –
TFM
1615
TFC Financial Management
Massachusetts
$306K -$25.5K -50 -8%
IFG
1616
Independent Financial Group
California
$305K +$5.62K +11 +2%
PP
1617
Patten & Patten
Tennessee
$305K +$20.4K +40 +7%
SMC
1618
Smith, Moore & Co
Missouri
$304K +$17.9K +35 +6%
PWP
1619
Phillips Wealth Planners
Mississippi
$304K +$24K +47 +8%
CMP
1620
Courage Miller Partners
Virginia
$302K – – –
SIC
1621
Salem Investment Counselors
North Carolina
$301K +$18.4K +36 +6%
GA
1622
Goldstein Advisors
Wisconsin
$300K -$25.5K -50 -8%
KTC
1623
Kentucky Trust Company
Kentucky
$300K -$69K -135 -19%
PL
1624
Plancorp LLC
Missouri
$300K -$23K -45 -7%
SCM
1625
Sunbeam Capital Management
Georgia
$300K +$511 +1 +0.2%
63 64
65
66 67