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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1126
Dana Investment Advisors
Wisconsin
$484K +$441K +1,207 New
EFG
1127
Everhart Financial Group
Ohio
$483K +$203K +556 +86%
GFP
1128
Gryphon Financial Partners
Ohio
$482K +$6.58K +18 +2%
LFAS
1129
Level Four Advisory Services
Texas
$479K -$47.9K -131 -10%
IBOK
1130
Independence Bank of Kentucky
Kentucky
$478K +$9.5K +26 +2%
TFP
1131
Tilia Fiduciary Partners
North Carolina
$478K -$19K -52 -4%
FCP
1132
Fidelis Capital Partners
Florida
$477K +$731 +2 +0.2%
DAS
1133
Dynamic Advisor Solutions
Arizona
$476K -$39.1K -107 -8%
LAS
1134
LWM Advisory Services
Florida
$474K -$2.19K -6 -0.5%
PWMAG
1135
Pinnacle Wealth Management Advisory Group
New Jersey
$466K +$1.1K +3 +0.3%
MAM
1136
Magellan Asset Management
Australia
$465K +$38.4K +105 +10%
PWP
1137
Principle Wealth Partners
Connecticut
$465K +$3.65K +10 +0.9%
IFWM
1138
Institute for Wealth Management
Colorado
$464K -$9.87K -27 -2%
HFRG
1139
Houlihan Financial Resource Group
Virginia
$464K +$111K +305 +35%
FIB
1140
First Interstate Bank
Montana
$463K -$60.3K -165 -13%
DA
1141
Duality Advisers
Florida
$457K -$5.17M -14,138 -93%
SSW
1142
Smith Shellnut Wilson
Mississippi
$456K -$2.19K -6 -0.5%
1W
1143
1776 Wealth
Georgia
$455K +$414K +1,134 New
PI
1144
PineBridge Investments
New York
$453K -$21M -57,578 -98%
OWA
1145
One Wealth Advisors
California
$451K +$3.65K +10 +0.9%
FAFN
1146
First Affirmative Financial Network
Colorado
$451K +$76K +208 +23%
PIA
1147
Pinion Investment Advisors
Kansas
$449K +$76.7K +210 +23%
PI
1148
PFG Investments
New York
$448K +$20.5K +56 +5%
SWM
1149
SeaCrest Wealth Management
New York
$447K -$30.7K -84 -7%
VCA
1150
Verdence Capital Advisors
Maryland
$447K +$24.8K +68 +6%
44 45
46
47 48