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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1676
Ruane, Cunniff & Goldfarb
New York
$270K – – –
CFP
1677
Cascade Financial Partners
California
$269K -$27.1K -53 -9%
CCA
1678
Catalyst Capital Advisors
New York
$268K -$102K -199 -27%
PWM
1679
Partners Wealth Management
California
$268K -$511 -1 -0.2%
MA
1680
Mezzasalma Advisors
New Jersey
$268K – – –
HI
1681
Hendershot Investments
Virginia
$268K +$25K +49 +10%
PCP
1682
Perbak Capital Partners
United Kingdom
$267K +$269K +526 New
MWM
1683
Modern Wealth Management
Kansas
$267K +$268K +525 New
CIA
1684
Capital Investment Advisors
Georgia
$266K +$60.8K +119 +29%
DBIA
1685
Dumont & Blake Investment Advisors
New Jersey
$266K -$21.5K -42 -7%
BFA
1686
Bragg Financial Advisors
North Carolina
$265K +$8.18K +16 +3%
TCOT
1687
Trust Company of Toledo
Ohio
$265K – – –
FOA
1688
Five Oceans Advisors
California
$264K +$1.53K +3 +0.6%
FP
1689
Financial Perspectives
Minnesota
$264K -$6.64K -13 -3%
AFW
1690
Avantra Family Wealth
Pennsylvania
$264K -$64.9K -127 -20%
DIM
1691
Delta Investment Management
California
$263K +$14.8K +29 +6%
PJWM
1692
Philip James Wealth Mangement
Georgia
$263K +$264K +517 New
EFSCE
1693
Enterprise Financial Services Corp (EFSC)
Missouri
$262K +$5.11K +10 +2%
S
1694
Sunpointe
Missouri
$262K +$22.5K +44 +9%
MTC
1695
McDaniel Terry & Co
Texas
$262K – – –
HCP
1696
Hexagon Capital Partners
Arkansas
$261K +$85.3K +167 +48%
MA
1697
MONECO Advisors
Connecticut
$261K -$511 -1 -0.2%
AWM
1698
Aviso Wealth Management
Washington
$261K -$6.13K -12 -2%
AGP
1699
Aspire Growth Partners
Florida
$261K +$46K +90 +21%
BCM
1700
Brookstone Capital Management
Illinois
$259K -$18.9K -37 -7%
66 67
68
69 70