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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1676
Catalyst Capital Advisors
New York
$268K -$102K -199 -27%
PWM
1677
Partners Wealth Management
California
$268K -$511 -1 -0.2%
MA
1678
Mezzasalma Advisors
New Jersey
$268K – – –
HI
1679
Hendershot Investments
Virginia
$268K +$25K +49 +10%
PCP
1680
Perbak Capital Partners
United Kingdom
$267K +$269K +526 New
MWM
1681
Modern Wealth Management
Kansas
$267K +$268K +525 New
CIA
1682
Capital Investment Advisors
Georgia
$266K +$60.8K +119 +29%
DBIA
1683
Dumont & Blake Investment Advisors
New Jersey
$266K -$21.5K -42 -7%
BFA
1684
Bragg Financial Advisors
North Carolina
$265K +$8.18K +16 +3%
TCOT
1685
Trust Company of Toledo
Ohio
$265K – – –
FOA
1686
Five Oceans Advisors
California
$264K +$1.53K +3 +0.6%
FP
1687
Financial Perspectives
Minnesota
$264K -$6.64K -13 -3%
AFW
1688
Avantra Family Wealth
Pennsylvania
$264K -$64.9K -127 -20%
DIM
1689
Delta Investment Management
California
$263K +$14.8K +29 +6%
PJWM
1690
Philip James Wealth Mangement
Georgia
$263K +$264K +517 New
EFSCE
1691
Enterprise Financial Services Corp (EFSC)
Missouri
$262K +$5.11K +10 +2%
S
1692
Sunpointe
Missouri
$262K +$22.5K +44 +9%
MTC
1693
McDaniel Terry & Co
Texas
$262K – – –
HCP
1694
Hexagon Capital Partners
Arkansas
$261K +$85.3K +167 +48%
MA
1695
MONECO Advisors
Connecticut
$261K -$511 -1 -0.2%
AWM
1696
Aviso Wealth Management
Washington
$261K -$6.13K -12 -2%
AGP
1697
Aspire Growth Partners
Florida
$261K +$46K +90 +21%
BCM
1698
Brookstone Capital Management
Illinois
$259K -$18.9K -37 -7%
WIM
1699
Warwick Investment Management
Texas
$259K +$49.1K +96 +23%
GF
1700
GGM Financials
Ohio
$258K +$511 +1 +0.2%
66 67
68
69 70