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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
1151
Pinnacle Wealth Management Advisory Group
New Jersey
$390K +$127K +385 +49%
GAG
1152
Goodman Advisory Group
Massachusetts
$388K -$7.58K -23 -2%
IFWM
1153
Institute for Wealth Management
Colorado
$388K +$42.2K +128 +12%
SSW
1154
Smith Shellnut Wilson
Mississippi
$383K -$1.32K -4 -0.3%
MA
1155
Mutual Advisors
Nebraska
$380K +$16.2K +49 +5%
AG
1156
AIA Group
Hong Kong
$377K -$865K -2,623 -70%
RIA
1157
Regal Investment Advisors
Michigan
$376K -$5.93K -18 -2%
STA
1158
Summit Trail Advisors
New York
$374K -$114K -347 -24%
SWM
1159
SeaCrest Wealth Management
New York
$371K -$4.94K -15 -1%
HL
1160
HeadInvest LLC
Maine
$368K +$13.8K +42 +4%
SBIA
1161
Sheaff Brock Investment Advisors
Indiana
$367K +$6.26K +19 +2%
CI
1162
CX Institutional
Indiana
$365K +$360K +1,091 New
JSW
1163
Journey Strategic Wealth
New Jersey
$365K +$60.7K +184 +20%
9WM
1164
9258 Wealth Management
Ohio
$365K -$27.7K -84 -7%
RWPA
1165
Richard W. Paul & Associates
Michigan
$365K +$359K +1,089 New
ECM
1166
Elgethun Capital Management
South Dakota
$363K – – –
BBWP
1167
Beacon Bridge Wealth Partners
Pennsylvania
$362K +$356K +1,081 New
SDAM
1168
Shulman DeMeo Asset Management
New York
$361K +$330 +1 +0.1%
ACM
1169
Acrisure Capital Management
Texas
$358K +$352K +1,069 New
WFI
1170
West Family Investments
California
$357K -$53.7K -163 -13%
ANTB
1171
AMG National Trust Bank
Colorado
$355K +$56.7K +172 +19%
EVM
1172
Evelyn V. Moreno
$354K -$38.2K -116 -10%
LW
1173
Linscomb Wealth
Texas
$354K +$40.2K +122 +13%
AC
1174
Avestar Capital
New York
$353K +$84.4K +256 +32%
MTC
1175
McDaniel Terry & Co
Texas
$352K +$29.7K +90 +9%
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