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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ETIA
1176
Epic Trust Investment Advisors
Washington
$393K -$181K -513 -31%
SG
1177
StoneX Group
New York
$393K +$402K +1,141 New
OWA
1178
One Wealth Advisors
California
$384K +$78.1K +222 +25%
LNC
1179
Lincoln National Corp
Pennsylvania
$381K +$105K +299 +37%
SBIA
1180
Sheaff Brock Investment Advisors
Indiana
$379K +$704 +2 +0.2%
AC
1181
Avestar Capital
New York
$379K +$15.8K +45 +4%
PPP
1182
Private Portfolio Partners
New Jersey
$377K -$88K -250 -19%
GAG
1183
Goodman Advisory Group
Massachusetts
$376K -$23.2K -66 -6%
BBWP
1184
Beacon Bridge Wealth Partners
Pennsylvania
$376K +$2.81K +8 +0.7%
WMA
1185
West Michigan Advisors
Michigan
$374K +$13.4K +38 +4%
SDAM
1186
Shulman DeMeo Asset Management
New York
$372K +$352 +1 +0.1%
ECM
1187
Elgethun Capital Management
South Dakota
$371K – – –
HL
1188
HeadInvest LLC
Maine
$369K -$9.85K -28 -3%
9WM
1189
9258 Wealth Management
Ohio
$368K -$7.74K -22 -2%
WFI
1190
West Family Investments
California
$368K – – –
PI
1191
PFG Investments
New York
$366K +$374K +1,062 New
FNBOSM
1192
First National Bank of South Miami
Florida
$366K -$48.2K -137 -11%
MGIA
1193
Moneta Group Investment Advisors
Missouri
$366K +$77.8K +221 +26%
MAM
1194
Magellan Asset Management
Australia
$364K +$2.81K +8 +0.8%
LFA
1195
Legacy Financial Advisors
Kentucky
$363K +$36.6K +104 +11%
VCA
1196
Verdence Capital Advisors
Maryland
$361K +$35.2K +100 +11%
AAS
1197
Ameritas Advisory Services
Nebraska
$357K -$91.2K -259 -20%
PP
1198
Patten & Patten
Tennessee
$353K – – –
RSS
1199
Rosenblum Silverman Sutton
California
$353K -$5.28K -15 -1%
SPP
1200
Single Point Partners
Massachusetts
$350K +$31.3K +89 +10%
46 47
48
49 50