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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1126
Crux Wealth Advisors
California
$806K +$835K +1,978 New
OWA
1127
Outlook Wealth Advisors
Texas
$796K – – –
EFG
1128
Everhart Financial Group
Ohio
$793K -$179K -424 -18%
SACTSONJ
1129
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$792K -$65K -154 -7%
HIIFS
1130
Harel Insurance Investments & Financial Services
Israel
$792K -$113K -267 -12%
AP
1131
Advisors Preferred
Maryland
$792K +$760K +1,800 New
WC
1132
Waterloo Capital
Texas
$790K -$1.11M -2,625 -58%
GFG
1133
Goldstone Financial Group
Illinois
$789K +$140K +332 +21%
PWMAG
1134
Pinnacle Wealth Management Advisory Group
New Jersey
$776K -$62.5K -148 -7%
LI
1135
Lafayette Investments
Maryland
$772K +$34.6K +82 +5%
PWPS
1136
Pinnacle Wealth Planning Services
Ohio
$771K -$309K -732 -28%
IWA
1137
Invera Wealth Advisors
Oregon
$768K +$173K +410 +26%
RCAG
1138
Rehmann Capital Advisory Group
Michigan
$764K -$15.6K -37 -2%
PP
1139
PDS Planning
Ohio
$759K -$49K -116 -6%
SWM
1140
SHP Wealth Management
Massachusetts
$759K -$18.6K -44 -2%
PE
1141
PCM Encore
Colorado
$759K -$14.4K -34 -2%
CD
1142
Chapin Davis
Maryland
$756K +$199K +472 +34%
GIA
1143
Gateway Investment Advisers
Ohio
$754K -$51.9K -123 -6%
FB
1144
Fulton Bank
Pennsylvania
$754K +$320K +758 +69%
HIA
1145
Harbor Investment Advisory
Maryland
$753K -$90K -213 -10%
IIA
1146
ICW Investment Advisors
Arizona
$752K +$29.6K +70 +4%
DCU
1147
Dara Capital US
Florida
$747K +$174K +411 +29%
TAM
1148
Trillium Asset Management
Massachusetts
$747K -$845 -2 -0.1%
BRWA
1149
B. Riley Wealth Advisors
Florida
$741K -$90K -213 -11%
AWM
1150
Aprio Wealth Management
Georgia
$741K +$12.2K +29 +2%
44 45
46
47 48