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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1601
Capital Planning Advisors
California
$351K +$10.9K +22 +3%
ICP
1602
Impact Capital Partners
Colorado
$349K +$8.91K +18 +3%
WA
1603
Wealth Architects
California
$349K -$8.91K -18 -3%
TFS
1604
Targeted Financial Services
Florida
$348K +$330K +666 New
SB
1605
Simmons Bank
Arkansas
$348K -$5.44K -11 -2%
SQA
1606
Simon Quick Advisors
New Jersey
$346K +$62.3K +126 +23%
SWM
1607
Sculati Wealth Management
Michigan
$344K – – –
EA
1608
Eclectic Associates
California
$343K +$2.97K +6 +0.9%
CA
1609
CoreCap Advisors
Michigan
$343K +$77.2K +156 +31%
SP
1610
Stablepoint Partners
Massachusetts
$343K +$990 +2 +0.3%
SPW
1611
Signet Private Wealth
Illinois
$342K +$324K +654 New
PPW
1612
Pasadena Private Wealth
California
$341K – – –
C
1613
Covestor
United Kingdom
$341K -$29.2K -59 -8%
WMA
1614
William Mack & Associates
Michigan
$340K – – –
UOC
1615
University of Chicago
Illinois
$340K – – –
MWM
1616
Mattern Wealth Management
Kansas
$339K – – –
SHFG
1617
S Harris Financial Group
Texas
$339K +$321K +649 New
SHGA
1618
Sand Hill Global Advisors
California
$339K +$15.3K +31 +5%
BW
1619
BIP Wealth
Georgia
$339K +$108K +218 +51%
VCM
1620
Versant Capital Management
Arizona
$339K -$180K -364 -36%
IFA
1621
Index Fund Advisors
California
$338K – – –
BFG
1622
Bouchey Financial Group
New York
$336K +$31.7K +64 +11%
FWIA
1623
Fort Washington Investment Advisors
Ohio
$336K +$41.1K +83 +15%
PFA
1624
Pure Financial Advisors
California
$335K +$97.5K +197 +44%
TVPW
1625
Third View Private Wealth
Connecticut
$334K +$317K +640 New
63 64
65
66 67