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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1726
Legacy Wealth Advisors
Florida
$231K +$252K +542 New
RA
1727
RFG Advisory
Alabama
$230K +$66.4K +143 +36%
WAG
1728
Wallace Advisory Group
California
$228K -$20K -43 -7%
ESB
1729
Essex Savings Bank
Connecticut
$228K -$19.5K -42 -7%
TF
1730
Tenon Financial
New Jersey
$227K -$183K -394 -42%
RAM
1731
Reflection Asset Management
South Carolina
$227K +$43.2K +93 +21%
FWP
1732
FAS Wealth Partners
Kansas
$226K +$247K +532 New
PCMC
1733
Paragon Capital Management (Colorado)
Colorado
$226K – – –
ACH
1734
ArrowMark Colorado Holdings
Colorado
$226K – – –
RCG
1735
Ruane, Cunniff & Goldfarb
New York
$226K – – –
MFP
1736
Meramec Financial Planners
Missouri
$226K -$1.39K -3 -0.6%
DBIA
1737
Dumont & Blake Investment Advisors
New Jersey
$225K +$3.25K +7 +1%
II
1738
Impact Investors
California
$225K +$14.4K +31 +6%
SLC
1739
Second Line Capital
Louisiana
$225K +$57.1K +123 +31%
BWA
1740
BlueSky Wealth Advisors
North Carolina
$225K +$245K +528 New
AWM
1741
Athena Wealth Management
Nevada
$223K +$44.1K +95 +22%
SPWG
1742
Sage Private Wealth Group
Illinois
$222K +$242K +521 New
KFS
1743
Keynote Financial Services
Connecticut
$221K – – –
FM
1744
Family Management
New York
$221K +$241K +520 New
FP
1745
Financial Perspectives
Minnesota
$221K – – –
AP
1746
Anchyra Partners
Georgia
$221K -$13.9K -30 -5%
CP
1747
CenterBook Partners
Connecticut
$220K -$1.23M -2,659 -84%
TCOTS
1748
Trust Company of the South
North Carolina
$220K +$6.04K +13 +3%
MWM
1749
Marion Wealth Management
Pennsylvania
$220K +$31.6K +68 +15%
GIM
1750
Generali Investments Management
Slovenia
$219K -$475K -1,024 -66%
68 69
70
71 72