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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1026
Waverly Advisors
Alabama
$222K +$188K +624 New
QC
1027
QCM Cayman
Texas
$220K +$201K +667 New
SRC
1028
Shufro Rose & Co
New York
$220K +$201K +667 New
PIN
1029
Prudent Investors Network
California
$218K +$199K +662 New
CIA
1030
CSat Investment Advisory
Michigan
$217K +$25.6K +85 +15%
EWM
1031
Empirical Wealth Management
Washington
$216K +$197K +655 New
IIM
1032
Ipswich Investment Management
Massachusetts
$214K +$195K +650 New
PPW
1033
Pasadena Private Wealth
California
$214K +$196K +651 New
VFA
1034
Voya Financial Advisors
Connecticut
$214K +$200K +665 New
SPP
1035
Single Point Partners
Massachusetts
$213K +$194K +646 New
TA
1036
Tiedemann Advisors
New York
$213K +$194K +646 New
HF
1037
HRT Financial
New York
$212K -$5.28M -17,567 -96%
PFM
1038
Parsec Financial Management
North Carolina
$212K +$193K +642 New
FAIM
1039
Financial Advocates Investment Management
Washington
$212K +$194K +644 New
TI
1040
Tidal Investments
Wisconsin
$211K +$192K +639 New
BFA
1041
Bragg Financial Advisors
North Carolina
$211K +$193K +641 New
BL
1042
Balentine LLC
Georgia
$210K +$902 +3 +0.5%
ACA
1043
Affinity Capital Advisors
California
$210K +$192K +637 New
MA
1044
Mutual Advisors
Nebraska
$210K +$192K +637 New
LC
1045
Lindbrook Capital
California
$209K +$34.9K +116 +22%
NAMP
1046
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$209K +$190K +633 New
DHFB
1047
Dixon Hubard Feinour & Brown
Virginia
$208K +$180K +599 New
TL
1048
TrueWealth LLC
Georgia
$206K – – –
ECM
1049
Element Capital Management
New York
$204K +$186K +618 New
AWA
1050
Arete Wealth Advisors
Illinois
$204K +$186K +620 New
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