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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1126
Prossimo Advisors
California
$519K +$49.1K +125 +10%
NHC
1127
Nicholas Hoffman & Company
Georgia
$518K +$10.2K +26 +2%
ECA
1128
Elevated Capital Advisors
Utah
$517K -$6.68K -17 -1%
FCP
1129
Fidelis Capital Partners
Florida
$515K +$86.5K +220 +19%
WB
1130
WesBanco Bank
West Virginia
$508K -$5.9K -15 -1%
NGA
1131
Naples Global Advisors
Florida
$502K +$28.3K +72 +6%
SFSG
1132
Sound Financial Strategies Group
Mississippi
$501K -$57.4K -146 -10%
RWPA
1133
Richard W. Paul & Associates
Michigan
$501K -$12.6K -32 -2%
AC
1134
Avestar Capital
New York
$499K +$39.7K +101 +8%
AC
1135
Allstate Corporation
Illinois
$498K – – –
MPM
1136
Meritage Portfolio Management
Kansas
$498K -$62.5K -159 -10%
UCB
1137
United Community Bank
South Carolina
$497K +$339K +863 +174%
HCM
1138
Hollencrest Capital Management
California
$494K – – –
9WM
1139
9258 Wealth Management
Ohio
$493K +$39.3K +100 +8%
WF
1140
Welch & Forbes
Massachusetts
$490K -$7.47K -19 -1%
GFP
1141
Gryphon Financial Partners
Ohio
$490K +$54.3K +138 +11%
MA
1142
Mutual Advisors
Nebraska
$488K -$393 -1 -0.1%
MIA
1143
MainStreet Investment Advisors
Illinois
$488K -$2.36K -6 -0.4%
AF
1144
Allworth Financial
California
$487K +$147K +374 +39%
BWP
1145
Balboa Wealth Partners
Arizona
$479K +$6.29K +16 +1%
BFM
1146
Boothbay Fund Management
New York
$478K -$3.3M -8,393 -87%
VCA
1147
Verdence Capital Advisors
Maryland
$476K +$73.9K +188 +17%
RCWM
1148
Royal Capital Wealth Management
Indiana
$475K – – –
CFA
1149
CWS Financial Advisors
Michigan
$472K -$24.4K -62 -5%
WA
1150
Wambolt & Associates
Colorado
$470K +$11K +28 +2%
44 45
46
47 48