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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1626
Convergence Investment Partners
Florida
$270K -$3.55K -7 -1%
MIM
1627
Meridiem Investment Management
United Kingdom
$269K – – –
SIA
1628
Soltis Investment Advisors
Utah
$269K +$63.4K +125 +30%
GC
1629
Grimes & Company
Massachusetts
$267K -$13.7K -27 -5%
VCM
1630
Versant Capital Management
Arizona
$265K +$92.9K +183 +52%
WCM
1631
Wedge Capital Management
North Carolina
$265K +$11.7K +23 +5%
RCG
1632
Ruane, Cunniff & Goldfarb
New York
$264K – – –
ACP
1633
Aveo Capital Partners
Colorado
$264K +$27.9K +55 +12%
SLA
1634
Silver Lake Advisory
Utah
$264K +$507 +1 +0.2%
FBB
1635
Fulton Breakefield Broenniman
Maryland
$263K – – –
PWM
1636
Partners Wealth Management
California
$263K +$268K +528 New
MA
1637
Mezzasalma Advisors
New Jersey
$262K +$53.3K +105 +25%
HIGP
1638
Hill Investment Group Partners
Missouri
$262K +$12.2K +24 +5%
AWM
1639
Aviso Wealth Management
Washington
$262K +$1.01K +2 +0.4%
AWA
1640
Arete Wealth Advisors
Illinois
$261K +$32K +63 +14%
ZI
1641
ZEGA Investments
Florida
$261K +$258K +508 New
MIP
1642
Marietta Investment Partners
Wisconsin
$261K -$209K -411 -44%
TCOT
1643
Trust Company of Toledo
Ohio
$259K – – –
FP
1644
Financial Perspectives
Minnesota
$259K – – –
WFA
1645
Wellspring Financial Advisors
Ohio
$258K -$261K -514 -50%
DBRC
1646
D.B. Root & Company
Pennsylvania
$257K -$13.7K -27 -5%
FOA
1647
Five Oceans Advisors
California
$257K -$10.1K -20 -4%
MA
1648
MONECO Advisors
Connecticut
$256K +$19.8K +39 +8%
MTC
1649
McDaniel Terry & Co
Texas
$256K – – –
SAF
1650
Smith Anglin Financial
Texas
$255K +$507 +1 +0.2%
64 65
66
67 68