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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1701
Financial Alternatives
California
$286K – – –
MA
1702
MONECO Advisors
Connecticut
$286K -$7.92K -16 -3%
SDWMA
1703
Schneider Downs Wealth Management Advisors
Pennsylvania
$285K – – –
SC
1704
Sapient Capital
Indiana
$284K +$266K +538 New
PB
1705
Prosperity Bancshares
Texas
$283K +$268K +542 New
CWP
1706
Curated Wealth Partners
California
$283K +$268K +541 New
MIM
1707
Meridiem Investment Management
United Kingdom
$282K – – –
KWA
1708
Kingswood Wealth Advisors
California
$281K -$362K -732 -58%
GA
1709
Greenspring Advisors
Maryland
$280K +$52K +105 +24%
BOJHT
1710
Bank of Jackson Hole Trust
Wyoming
$280K +$49.5K +100 +23%
GA
1711
Goldstein Advisors
Wisconsin
$279K +$1.48K +3 +0.6%
CPA
1712
Capital Performance Advisors
California
$278K +$8.91K +18 +3%
PCMC
1713
Paragon Capital Management (Colorado)
Colorado
$278K – – –
ACH
1714
ArrowMark Colorado Holdings
Colorado
$277K – – –
RCG
1715
Ruane, Cunniff & Goldfarb
New York
$277K – – –
BGCP
1716
Bristol Gate Capital Partners
Ontario, Canada
$277K – – –
AFW
1717
Avantra Family Wealth
Pennsylvania
$277K +$3.96K +8 +2%
HC
1718
Hamilton Capital
Ohio
$277K +$262K +530 New
EFS
1719
Essex Financial Services
Connecticut
$276K +$24.7K +50 +10%
PWM
1720
Partners Wealth Management
California
$275K – – –
DBIA
1721
Dumont & Blake Investment Advisors
New Jersey
$273K – – –
ATS
1722
Ashton Thomas Securities
New York
$273K +$7.42K +15 +3%
HA
1723
Huntleigh Advisors
Missouri
$272K -$11.9K -24 -4%
LWP
1724
LeClair Wealth Partners
Ohio
$272K – – –
TCOT
1725
Trust Company of Toledo
Ohio
$272K – – –
67 68
69
70 71