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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NRW
1176
Nova R Wealth
Kansas
$665K – – –
C
1177
Certuity
Florida
$665K -$22.7K -53 -3%
MCA
1178
Magnolia Capital Advisors
Mississippi
$664K -$239K -558 -27%
ACI
1179
Alpha Cubed Investments
California
$663K +$10.7K +25 +2%
HPM
1180
Hoxton Planning & Management
West Virginia
$663K +$10.7K +25 +2%
PPC
1181
Park Place Capital
Alabama
$663K +$173K +403 +37%
TF
1182
Threadgill Financial
Texas
$662K +$36K +84 +6%
CPW
1183
Crestmont Private Wealth
Texas
$659K +$96.5K +225 +18%
FMWA
1184
Forvis Mazars Wealth Advisors
Missouri
$652K +$366K +852 +139%
OWP
1185
Obermeyer Wealth Partners
Colorado
$652K +$198K +461 +46%
MGIA
1186
Moneta Group Investment Advisors
Missouri
$650K +$56.2K +131 +10%
VCA
1187
Verdence Capital Advisors
Maryland
$649K +$14.2K +33 +2%
NHT
1188
New Hampshire Trust
New Hampshire
$646K – – –
JWCA
1189
J.W. Coons Advisors
Ohio
$644K – – –
KCM
1190
Kendall Capital Management
Maryland
$640K -$32.2K -75 -5%
SI
1191
Seeds Investor
New York
$639K +$168K +392 +38%
BWP
1192
Balboa Wealth Partners
Arizona
$639K -$181K -423 -23%
AT
1193
American Trust
Kentucky
$637K +$613K +1,429 New
NA
1194
Navellier & Associates
Nevada
$636K – – –
SMA
1195
Sage Mountain Advisors
Georgia
$630K +$164K +383 +37%
BFA
1196
Buttonwood Financial Advisors
Maryland
$630K -$5.58K -13 -0.9%
NHC
1197
Nicholas Hoffman & Company
Georgia
$629K +$3K +7 +0.5%
CWM
1198
Circle Wealth Management
New Jersey
$622K -$132K -308 -18%
PAS
1199
Point72 Asia (Singapore)
Singapore
$620K -$1.41M -3,278 -70%
HT
1200
Heritage Trust
Oklahoma
$620K -$327K -762 -35%
46 47
48
49 50