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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
1151
Strengthening Families & Communities LLC
Massachusetts
$339K +$56.2K +157 +16%
FG
1152
Fiduciary Group
Georgia
$338K – – –
CFG
1153
Cooper Financial Group
California
$337K -$1.79K -5 -0.5%
CM
1154
Columbus Macro
Pennsylvania
$336K -$2.15K -6 -0.5%
WG
1155
Winton Group
United Kingdom
$336K +$394K +1,100 New
MW
1156
Marcum Wealth
Ohio
$332K +$113K +316 +41%
ECM
1157
Elgethun Capital Management
South Dakota
$331K -$716 -2 -0.2%
MA
1158
Mutual Advisors
Nebraska
$331K +$150K +418 +63%
VCA
1159
Verdence Capital Advisors
Maryland
$330K +$20.4K +57 +6%
AWA
1160
Aaron Wealth Advisors
Illinois
$330K +$93.7K +262 +32%
SBIA
1161
Sheaff Brock Investment Advisors
Indiana
$329K +$1.07K +3 +0.3%
EFG
1162
Everhart Financial Group
Ohio
$329K +$54.7K +153 +17%
SDAM
1163
Shulman DeMeo Asset Management
New York
$328K +$716 +2 +0.2%
GCP
1164
GSA Capital Partners
United Kingdom
$328K +$385K +1,075 New
SIM
1165
Sadoff Investment Management
Wisconsin
$325K +$3.58K +10 +0.9%
MC
1166
Machina Capital
France
$325K +$381K +1,065 New
CCM
1167
Carlson Capital Management
Minnesota
$324K +$18.6K +52 +5%
BAAM
1168
Baker Avenue Asset Management
California
$323K -$45.4K -127 -11%
HL
1169
HeadInvest LLC
Maine
$322K +$378K +1,056 New
GL
1170
Graypoint LLC
New York
$320K +$375K +1,047 New
WMA
1171
West Michigan Advisors
Michigan
$319K -$3.22K -9 -0.9%
BOS
1172
Bank of Stockton
California
$319K – – –
PCP
1173
Proficio Capital Partners
Massachusetts
$318K +$25K +70 +7%
IFWM
1174
Institute for Wealth Management
Colorado
$314K – – –
FAFN
1175
First Affirmative Financial Network
Colorado
$313K -$1.07K -3 -0.3%
45 46
47
48 49