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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
1701
LGL Partners
Pennsylvania
$209K +$200K +405 New
1WM
1702
1858 Wealth Management
Ohio
$209K +$200K +404 New
LSPW
1703
Lake Street Private Wealth
Illinois
$208K +$199K +403 New
BWA
1704
Brave Warrior Advisors
New York
$207K +$198K +401 New
CC
1705
Cadinha & Co
Hawaii
$207K +$198K +400 New
KFS
1706
Kelly Financial Services
Massachusetts
$206K – – –
IWM
1707
Integris Wealth Management
California
$206K +$197K +399 New
AC
1708
AlphaCore Capital
California
$206K +$197K +399 New
AAM
1709
Auxier Asset Management
Oregon
$206K +$197K +399 New
CFA
1710
Cahill Financial Advisors
Minnesota
$206K +$197K +399 New
PL
1711
Plancorp LLC
Missouri
$205K +$196K +396 New
UAG
1712
United Advisor Group
Ohio
$205K +$196K +396 New
IP
1713
Investment Partners
Ohio
$204K +$195K +394 New
AL
1714
Aspiriant LLC
California
$204K +$195K +394 New
BWM
1715
BCS Wealth Management
Tennessee
$201K +$193K +389 New
FEM
1716
Fulcrum Equity Management
Texas
$200K +$192K +388 New
SWM
1717
Sugarloaf Wealth Management
Georgia
$199K +$32.7K +66 +21%
NIMI
1718
Natixis Investment Managers International
France
$194K -$29.2K -59 -14%
OCM
1719
Osterweis Capital Management
California
$186K – – –
VCM
1720
Versant Capital Management
Arizona
$181K +$11.4K +23 +7%
ANBT
1721
American National Bank & Trust
Texas
$180K -$3.96K -8 -2%
FCAS
1722
First Command Advisory Services
Texas
$174K -$19.8K -40 -11%
DJSG
1723
D.J. St. Germain
Massachusetts
$174K -$4.95K -10 -3%
EWM
1724
Evermay Wealth Management
Virginia
$173K – – –
SNB
1725
Security National Bank
Nebraska
$173K – – –
67 68
69
70 71