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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1151
Financial Insights
Washington
$423K +$182K +516 +72%
FFA
1152
Founders Financial Alliance
North Carolina
$423K -$3.17K -9 -0.7%
RWPA
1153
Richard W. Paul & Associates
Michigan
$420K +$45.8K +130 +12%
FCP
1154
Fidelis Capital Partners
Florida
$420K +$418K +1,187 New
JF
1155
Joule Financial
Kentucky
$420K -$563K -1,600 -57%
CI
1156
CX Institutional
Indiana
$420K +$42.6K +121 +11%
LOAMU
1157
Lombard Odier Asset Management (USA)
New York
$415K +$1.76K +5 +0.4%
SWM
1158
SeaCrest Wealth Management
New York
$414K +$32.7K +93 +8%
CPIG
1159
Chicago Partners Investment Group
Illinois
$414K +$15.5K +44 +4%
ST
1160
Smithfield Trust
Pennsylvania
$413K – – –
LAS
1161
LWM Advisory Services
Florida
$412K -$78.8K -224 -16%
SS
1162
Sunbelt Securities
Texas
$410K +$2.11K +6 +0.5%
IWM
1163
IHT Wealth Management
Illinois
$410K +$75.3K +214 +22%
PFBT
1164
Parkside Financial Bank & Trust
Missouri
$409K -$183K -521 -31%
PP
1165
PDS Planning
Ohio
$409K +$177K +503 +74%
IFWM
1166
Institute for Wealth Management
Colorado
$409K +$9.85K +28 +2%
GFP
1167
Gryphon Financial Partners
Ohio
$408K – – –
CPW
1168
Crestmont Private Wealth
Texas
$406K +$59.8K +170 +17%
PA
1169
Prossimo Advisors
California
$405K – – –
WA
1170
Waddell & Associates
Tennessee
$404K – – –
IBOK
1171
Independence Bank of Kentucky
Kentucky
$402K -$1.06K -3 -0.3%
PWMAG
1172
Pinnacle Wealth Management Advisory Group
New Jersey
$400K -$2.11K -6 -0.5%
PWP
1173
Principle Wealth Partners
Connecticut
$396K -$12.7K -36 -3%
TC
1174
TwinBeech Capital
New York
$394K -$1.94M -5,503 -83%
SSW
1175
Smith Shellnut Wilson
Mississippi
$394K – – –
45 46
47
48 49