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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
1626
C.M. Bidwell & Associates
Hawaii
$289K -$65.9K -132 -19%
VFG
1627
Victory Financial Group
Texas
$289K +$35.4K +71 +15%
FA
1628
Financial Alternatives
California
$289K – – –
AFW
1629
Avantra Family Wealth
Pennsylvania
$289K +$14.5K +29 +6%
BCM
1630
Brookstone Capital Management
Illinois
$288K +$19K +38 +7%
WF
1631
Wayfinding Financial
Washington
$287K -$20K -40 -7%
AWM
1632
Aviso Wealth Management
Washington
$285K +$14K +28 +5%
MIM
1633
Meridiem Investment Management
United Kingdom
$285K – – –
WCM
1634
Wedge Capital Management
North Carolina
$283K -$25.5K -51 -9%
GKWIM
1635
Gerber Kawasaki Wealth & Investment Management
California
$282K +$16.5K +33 +7%
SLA
1636
Silver Lake Advisory
Utah
$281K +$499 +1 +0.2%
PCMC
1637
Paragon Capital Management (Colorado)
Colorado
$281K – – –
RCG
1638
Ruane, Cunniff & Goldfarb
New York
$280K – – –
PJWM
1639
Philip James Wealth Mangement
Georgia
$280K +$6.49K +13 +3%
BAM
1640
Blueshift Asset Management
New Jersey
$279K +$265K +530 New
CFP
1641
Cascade Financial Partners
California
$279K – – –
EFSCE
1642
Enterprise Financial Services Corp (EFSC)
Missouri
$279K +$6.49K +13 +3%
AAMU
1643
AEGON Asset Management (UK)
United Kingdom
$278K +$45.9K +92 +21%
HI
1644
Hendershot Investments
Virginia
$278K – – –
MA
1645
Mezzasalma Advisors
New Jersey
$278K – – –
WI
1646
WrapManager Inc
California
$277K -$11K -22 -4%
BFA
1647
Bragg Financial Advisors
North Carolina
$277K +$2K +4 +0.8%
G
1648
GenTrust
Florida
$276K -$102K -205 -28%
DBIA
1649
Dumont & Blake Investment Advisors
New Jersey
$276K – – –
FOA
1650
Five Oceans Advisors
California
$276K +$1.5K +3 +0.6%
64 65
66
67 68