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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
Q
1601
QVR
California
$352K +$333K +674 New
MCWA
1602
Meadow Creek Wealth Advisors
Georgia
$352K -$3.46K -7 -1%
GWP
1603
Gen-Wealth Partners
Michigan
$352K -$120K -242 -26%
CPA
1604
Capital Planning Advisors
California
$351K +$10.9K +22 +3%
ICP
1605
Impact Capital Partners
Colorado
$349K +$8.91K +18 +3%
WA
1606
Wealth Architects
California
$349K -$8.91K -18 -3%
TFS
1607
Targeted Financial Services
Florida
$348K +$330K +666 New
SB
1608
Simmons Bank
Arkansas
$348K -$5.44K -11 -2%
SQA
1609
Simon Quick Advisors
New Jersey
$346K +$62.3K +126 +23%
SWM
1610
Sculati Wealth Management
Michigan
$344K – – –
EA
1611
Eclectic Associates
California
$343K +$2.97K +6 +0.9%
CA
1612
CoreCap Advisors
Michigan
$343K +$77.2K +156 +31%
SP
1613
Stablepoint Partners
Massachusetts
$343K +$990 +2 +0.3%
SPW
1614
Signet Private Wealth
Illinois
$342K +$324K +654 New
PPW
1615
Pasadena Private Wealth
California
$341K – – –
C
1616
Covestor
United Kingdom
$341K -$29.2K -59 -8%
WMA
1617
William Mack & Associates
Michigan
$340K – – –
UOC
1618
University of Chicago
Illinois
$340K – – –
MWM
1619
Mattern Wealth Management
Kansas
$339K – – –
SHFG
1620
S Harris Financial Group
Texas
$339K +$321K +649 New
SHGA
1621
Sand Hill Global Advisors
California
$339K +$15.3K +31 +5%
BW
1622
BIP Wealth
Georgia
$339K +$108K +218 +51%
VCM
1623
Versant Capital Management
Arizona
$339K -$180K -364 -36%
IFA
1624
Index Fund Advisors
California
$338K – – –
BFG
1625
Bouchey Financial Group
New York
$336K +$31.7K +64 +11%
63 64
65
66 67