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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
951
Csenge Advisory Group
Florida
$771K +$111K +337 +17%
EI
952
Ellevest Inc
New York
$770K -$40.9K -124 -5%
FFM
953
Forum Financial Management
Illinois
$769K +$8.24K +25 +1%
GC
954
Gould Capital
Washington
$764K -$84.4K -256 -10%
GWA
955
GGM Wealth Advisors
Maryland
$762K – – –
SWPG
956
Strategic Wealth Partners Group
Illinois
$751K -$51.8K -157 -7%
OIA
957
OneDigital Investment Advisors
Kansas
$751K -$62.3K -189 -8%
KWM
958
Keebeck Wealth Management
Illinois
$749K +$19.4K +59 +3%
IWC
959
Integrated Wealth Concepts
Massachusetts
$745K +$16.2K +49 +2%
PI
960
PFS Investments
Georgia
$740K +$22.7K +69 +3%
PFS
961
Prospera Financial Services
Texas
$740K -$20.8K -63 -3%
CT
962
Chicago Trust
Illinois
$739K -$69.2K -210 -9%
PVH
963
Psagot Value Holdings
Israel
$737K -$129K -390 -15%
AWP
964
Accretive Wealth Partners
New Jersey
$735K +$21.8K +66 +3%
AMCA
965
Arthur M. Cohen & Associates
Illinois
$735K +$723K +2,193 New
CT
966
Coastline Trust
Rhode Island
$734K -$964K -2,925 -57%
SFP
967
Shepherd Financial Partners
Massachusetts
$731K -$24.4K -74 -3%
BWP
968
Balboa Wealth Partners
Arizona
$731K -$586K -1,777 -45%
FCM
969
Fortis Capital Management
Washington
$730K -$21.4K -65 -3%
FBT
970
First Bankers Trust
Kentucky
$729K -$156K -472 -18%
TAM
971
Trillium Asset Management
Massachusetts
$724K – – –
CFFP
972
Center for Financial Planning
Michigan
$723K -$3.63K -11 -0.5%
TP
973
Tranquility Partners
Tennessee
$722K +$5.27K +16 +0.7%
PSC
974
Portman Square Capital
United Kingdom
$717K +$705K +2,140 New
CT
975
Colonial Trust
South Carolina
$715K +$13.2K +40 +2%
37 38
39
40 41