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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1076
Spinnaker Trust
Maine
$505K -$7.13K -20 -1%
NRW
1077
Nova R Wealth
Kansas
$503K – – –
WP
1078
WealthSource Partners
California
$502K -$90.5K -254 -15%
NHC
1079
Nicholas Hoffman & Company
Georgia
$502K -$35.6K -100 -6%
CWM
1080
Circle Wealth Management
New Jersey
$502K -$2.14K -6 -0.4%
FAIM
1081
Financial Advocates Investment Management
Washington
$500K +$154K +432 +41%
TW
1082
Transform Wealth
Colorado
$499K -$218K -611 -29%
HPWM
1083
Highland Private Wealth Management
Washington
$494K -$12.1K -34 -2%
GA
1084
Geller Advisors
New York
$491K -$91.3K -256 -15%
BWP
1085
BSW Wealth Partners
Colorado
$490K -$116K -326 -18%
IF
1086
Intrua Financial
Texas
$488K -$124K -349 -19%
PWP
1087
Principle Wealth Partners
Connecticut
$483K – – –
OFA
1088
Oak Family Advisors
Illinois
$480K -$105K -294 -17%
CFA
1089
CWS Financial Advisors
Michigan
$480K +$245K +686 +93%
RGF
1090
Retirement Guys Formula
Ohio
$478K +$88.4K +248 +21%
SS
1091
Sunbelt Securities
Texas
$472K -$9.63K -27 -2%
AWA
1092
Arete Wealth Advisors
Illinois
$472K +$48.8K +137 +11%
AT
1093
American Trust
Kentucky
$470K +$497K +1,394 New
TFP
1094
Tilia Fiduciary Partners
North Carolina
$468K -$8.2K -23 -2%
MLA
1095
My Legacy Advisors
Oregon
$465K +$31K +87 +7%
FC
1096
Financial Consulate
Maryland
$465K +$85.9K +241 +21%
WB
1097
WesBanco Bank
West Virginia
$464K – – –
CPIG
1098
Chicago Partners Investment Group
Illinois
$464K +$13.9K +39 +3%
TWM
1099
Thrive Wealth Management
Pennsylvania
$463K +$42.1K +118 +9%
WP
1100
WMS Partners
Maryland
$462K -$48.1K -135 -9%
42 43
44
45 46