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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
851
Avitas Wealth Management
California
$613K +$18.6K +55 +3%
DWT
852
Dorsey & Whitney Trust
South Dakota
$611K -$23.6K -70 -4%
ACI
853
Alpha Cubed Investments
California
$608K – – –
ISL
854
Ingalls & Snyder LLC
New York
$608K – – –
SFSG
855
Sound Financial Strategies Group
Mississippi
$602K +$38.8K +115 +7%
OFS
856
Orrstown Financial Services
Pennsylvania
$602K +$618K +1,832 New
ATPW
857
Ashton Thomas Private Wealth
Arizona
$602K +$112K +332 +22%
LSAG
858
Lake Street Advisors Group
New Hampshire
$601K -$19.2K -57 -3%
GAM
859
Griffin Asset Management
New York
$592K – – –
GW
860
GW & Wade
Massachusetts
$591K -$337K -999 -36%
CBT
861
CoreFirst Bank & Trust
Kansas
$589K +$605K +1,793 New
RB
862
Rodgers Brothers
Pennsylvania
$585K – – –
GFS
863
GYL Financial Synergies
Connecticut
$581K – – –
CA
864
Calton & Associates
Florida
$581K +$16.2K +48 +3%
MPW
865
Monterey Private Wealth
California
$579K +$1.01K +3 +0.2%
AAP
866
Arax Advisory Partners
Colorado
$579K +$16.5K +49 +3%
AMCA
867
Arthur M. Cohen & Associates
Illinois
$577K – – –
CA
868
Cetera Advisors
Colorado
$577K +$97.8K +290 +20%
MS
869
Maven Securities
Jersey
$576K +$591K +1,751 New
HH
870
HWG Holdings
Texas
$571K -$499K -1,479 -46%
AWP
871
Accretive Wealth Partners
New Jersey
$569K +$584K +1,731 New
MCM
872
Moore Capital Management
New York
$564K +$579K +1,716 New
IDBONY
873
Israel Discount Bank of New York
New York
$562K -$118K -350 -17%
WPC
874
Waters Parkerson & Co
Louisiana
$559K -$39.1K -116 -6%
EH
875
Employers Holdings
Nevada
$559K – – –
33 34
35
36 37