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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
1201
Brown Advisory Securities
Maryland
$254K -$491K -1,132 -65%
CMP
1202
Courage Miller Partners
Virginia
$253K – – –
AI
1203
Alphabet Inc
California
$252K – – –
MA
1204
Mutual Advisors
Nebraska
$252K +$867 +2 +0.3%
DS
1205
DRW Securities
Illinois
$248K -$63.3K -146 -20%
SVWAG
1206
Sound View Wealth Advisors Group
Georgia
$247K – – –
IWN
1207
Independent Wealth Network
Iowa
$246K +$234K +540 New
AFWM
1208
AMJ Financial Wealth Management
Virginia
$245K -$39.9K -92 -14%
MGIA
1209
Moneta Group Investment Advisors
Missouri
$244K -$51.1K -118 -17%
5L
1210
55I LLC
Massachusetts
$244K -$3.03K -7 -1%
CG
1211
Corundum Group
Colorado
$243K – – –
KCPG
1212
Kavar Capital Partners Group
Kansas
$242K – – –
Q
1213
QVR
California
$238K +$237K +547 +3,907%
SLA
1214
Silver Lake Advisory
Utah
$236K +$433 +1 +0.2%
SPP
1215
Single Point Partners
Massachusetts
$235K – – –
IWA
1216
IVC Wealth Advisors
Pennsylvania
$233K – – –
LFA
1217
Legacy Financial Advisors
Kentucky
$233K +$13.4K +31 +6%
AWA
1218
Aaron Wealth Advisors
Illinois
$232K +$20.4K +47 +9%
IIA
1219
ICW Investment Advisors
Arizona
$231K +$236K +544 New
ACM
1220
Azimuth Capital Management
Michigan
$229K +$234K +540 New
9WM
1221
9258 Wealth Management
Ohio
$227K +$867 +2 +0.4%
AIP
1222
Almanack Investment Partners
Pennsylvania
$225K -$124K -287 -35%
ABTD
1223
Arvest Bank Trust Division
Oklahoma
$225K +$3.03K +7 +1%
EFM
1224
E Fund Management
China
$225K +$229K +529 New
DA
1225
DSC Advisors
Illinois
$223K +$227K +524 New
47 48
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50 51