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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1651
Ruane, Cunniff & Goldfarb
New York
$216K – – –
CPC
1652
Consolidated Planning Corp
Georgia
$216K +$224K +531 New
DBIA
1653
Dumont & Blake Investment Advisors
New Jersey
$216K – – –
DWM
1654
Daner Wealth Management
Georgia
$215K +$1.69K +4 +0.8%
SFGM
1655
Stonebridge Financial Group (Missouri)
Missouri
$214K -$22.4K -53 -9%
AWM
1656
Accurate Wealth Management
Florida
$214K +$2.11K +5 +1%
RCG
1657
Regatta Capital Group
California
$213K +$221K +523 New
CAC
1658
Core Alternative Capital
Georgia
$213K +$36.7K +87 +20%
OC
1659
OceanIQ Capital
California
$212K +$219K +519 New
KFS
1660
Keynote Financial Services
Connecticut
$212K – – –
FP
1661
Financial Perspectives
Minnesota
$212K – – –
RWP
1662
Revolve Wealth Partners
New Jersey
$211K +$19K +45 +9%
VA
1663
Valmark Advisers
Ohio
$211K +$13.1K +31 +6%
PSP
1664
Principal Street Partners
Tennessee
$210K -$13.1K -31 -6%
SLA
1665
Silver Lake Advisory
Utah
$210K +$422 +1 +0.2%
GAA
1666
Global Assets Advisory
Florida
$210K -$30.4K -72 -13%
ESB
1667
Essex Savings Bank
Connecticut
$210K -$8.02K -19 -4%
WCM
1668
Wedge Capital Management
North Carolina
$209K -$31.3K -74 -13%
GF
1669
GGM Financials
Ohio
$209K +$422 +1 +0.2%
PPG
1670
Peak Planning Group
Colorado
$208K +$422 +1 +0.2%
DBRC
1671
D.B. Root & Company
Pennsylvania
$208K -$29.1K -69 -12%
SIC
1672
Salem Investment Counselors
North Carolina
$208K – – –
UAG
1673
United Advisor Group
Ohio
$207K +$215K +508 New
JF
1674
Jericho Financial
Ohio
$207K -$277K -657 -56%
EFSCE
1675
Enterprise Financial Services Corp (EFSC)
Missouri
$206K +$3.38K +8 +2%
65 66
67
68 69