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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
1176
Level Four Advisory Services
Texas
$432K -$5.11K -13 -1%
MAM
1177
Magellan Asset Management
Australia
$431K +$7.47K +19 +2%
FAFN
1178
First Affirmative Financial Network
Colorado
$429K +$20.1K +51 +5%
ST
1179
Smithfield Trust
Pennsylvania
$429K -$25.6K -65 -5%
RWM
1180
Revisor Wealth Management
Ohio
$429K +$125K +317 +37%
PWP
1181
Principle Wealth Partners
Connecticut
$426K +$2.75K +7 +0.6%
PIA
1182
Pinion Investment Advisors
Kansas
$425K +$17.3K +44 +4%
CAMG
1183
CWA Asset Management Group
Florida
$425K +$110K +279 +32%
IFWM
1184
Institute for Wealth Management
Colorado
$423K – – –
FIB
1185
First Interstate Bank
Montana
$422K – – –
PWMAG
1186
Pinnacle Wealth Management Advisory Group
New Jersey
$419K -$5.5K -14 -1%
CCM
1187
Carlson Capital Management
Minnesota
$419K +$79.4K +202 +21%
CC
1188
Callan Capital
California
$416K +$88.1K +224 +24%
SSW
1189
Smith Shellnut Wilson
Mississippi
$415K – – –
1W
1190
1776 Wealth
Georgia
$414K – – –
BBWP
1191
Beacon Bridge Wealth Partners
Pennsylvania
$414K +$16.9K +43 +4%
TFA
1192
Transamerica Financial Advisors
Florida
$414K -$63.7K -162 -13%
IWM
1193
IHT Wealth Management
Illinois
$413K +$59K +150 +15%
HT
1194
Headlands Technologies
Illinois
$413K +$444K +1,130 New
UH
1195
Unigestion Holding
Switzerland
$408K +$436K +1,108 New
OWA
1196
One Wealth Advisors
California
$408K -$3.54K -9 -0.8%
PI
1197
PFG Investments
New York
$407K -$1.57K -4 -0.4%
SWM
1198
SeaCrest Wealth Management
New York
$406K -$1.57K -4 -0.4%
LFA
1199
Legacy Financial Advisors
Kentucky
$404K +$19.7K +50 +5%
SBIA
1200
Sheaff Brock Investment Advisors
Indiana
$403K – – –
46 47
48
49 50