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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1176
Trueblood Wealth Management
Ohio
$566K +$507K +1,284 New
CCM
1177
Carlson Capital Management
Minnesota
$563K +$50.9K +129 +11%
LHC
1178
Little House Capital
Massachusetts
$559K +$501K +1,270 New
AWM
1179
Axxcess Wealth Management
California
$552K -$175K -443 -26%
CAAS
1180
Capital Asset Advisory Services
Michigan
$552K -$118K -298 -19%
PWMAG
1181
Pinnacle Wealth Management Advisory Group
New Jersey
$549K +$38.7K +98 +9%
AWM
1182
Ameliora Wealth Management
Switzerland
$548K +$491K +1,245 New
CCB
1183
Country Club Bank
Missouri
$547K – – –
FFA
1184
Founders Financial Alliance
North Carolina
$546K +$16.6K +42 +4%
MFIM
1185
Mesirow Financial Investment Management
Illinois
$542K +$486K +1,231 New
MGIA
1186
Moneta Group Investment Advisors
Missouri
$542K +$17.8K +45 +4%
WA
1187
Wambolt & Associates
Colorado
$541K -$20.9K -53 -4%
SQA
1188
Simon Quick Advisors
New Jersey
$540K +$5.53K +14 +1%
WHG
1189
Westwood Holdings Group
Texas
$537K -$10.3K -26 -2%
JF
1190
Joule Financial
Kentucky
$537K – – –
EGM
1191
Engineers Gate Manager
New York
$535K -$6.23M -15,793 -93%
MAM
1192
Magellan Asset Management
Australia
$531K +$10.3K +26 +2%
ITFISA
1193
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$529K -$158K -400 -25%
LOAMU
1194
Lombard Odier Asset Management (USA)
New York
$529K – – –
LFAS
1195
Level Four Advisory Services
Texas
$528K +$7.1K +18 +2%
ST
1196
Smithfield Trust
Pennsylvania
$525K +$12.2K +31 +3%
FTWA
1197
Fifth Third Wealth Advisors
Ohio
$525K +$1.18K +3 +0.3%
USCWA
1198
U.S. Capital Wealth Advisors
Texas
$522K -$2.37K -6 -0.5%
AAS
1199
Ameritas Advisory Services
Nebraska
$522K +$44.6K +113 +10%
HIA
1200
Harbor Investment Advisory
Maryland
$522K +$56.8K +144 +14%
46 47
48
49 50