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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1101
WMS Partners
Maryland
$532K +$1.1K +3 +0.2%
WWP
1102
WR Wealth Planners
Missouri
$525K +$292K +800 +157%
CPW
1103
Crestmont Private Wealth
Texas
$524K +$47.5K +130 +11%
AWA
1104
Arkadios Wealth Advisors
Georgia
$524K +$11K +30 +2%
NGA
1105
Naples Global Advisors
Florida
$522K +$18.3K +50 +4%
GIA
1106
Gladstone Institutional Advisory
Florida
$522K -$1.06M -2,905 -69%
RCWM
1107
Royal Capital Wealth Management
Indiana
$521K – – –
TFA
1108
Transamerica Financial Advisors
Florida
$519K -$3.29K -9 -0.7%
PA
1109
Prossimo Advisors
California
$519K +$43.8K +120 +10%
BWP
1110
Balboa Wealth Partners
Arizona
$519K -$122K -333 -20%
ACL
1111
Applied Capital LLC
Florida
$510K -$18.3K -50 -4%
LIM
1112
Leavell Investment Management
Alabama
$509K -$1.1K -3 -0.2%
GL
1113
Graypoint LLC
New York
$508K +$149K +408 +47%
WAG
1114
Wallace Advisory Group
California
$507K – – –
AC
1115
Avestar Capital
New York
$507K +$60.3K +165 +15%
FBT
1116
First Bankers Trust
Kentucky
$507K -$274K -750 -37%
WA
1117
Wambolt & Associates
Colorado
$503K -$14.6K -40 -3%
CWA
1118
CM Wealth Advisors
Ohio
$501K -$2.06M -5,629 -81%
9WM
1119
9258 Wealth Management
Ohio
$500K +$65.8K +180 +17%
USCWA
1120
U.S. Capital Wealth Advisors
Texas
$497K – – –
CA
1121
Centerpoint Advisors
Massachusetts
$493K -$1.1K -3 -0.2%
SS
1122
Sunbelt Securities
Texas
$493K +$10.2K +28 +2%
ST
1123
Smithfield Trust
Pennsylvania
$491K +$8.77K +24 +2%
CCB
1124
Country Club Bank
Missouri
$490K -$5.85K -16 -1%
JF
1125
Joule Financial
Kentucky
$488K – – –
43 44
45
46 47