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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
1201
Single Point Partners
Massachusetts
$284K +$358 +1 +0.1%
RPWA
1202
Regent Peak Wealth Advisors
Georgia
$283K +$2.15K +6 +0.7%
BC
1203
Burney Company
Virginia
$279K -$80.5K -225 -20%
JLBC
1204
J.L. Bainbridge & Co
Florida
$277K -$716 -2 -0.2%
JSW
1205
Journey Strategic Wealth
New Jersey
$277K +$324K +906 New
TFM
1206
TFC Financial Management
Massachusetts
$276K +$75.8K +212 +31%
H
1207
HoyleCohen
California
$275K – – –
RIM
1208
Regent Investment Management
Kentucky
$275K – – –
SIA
1209
SkyView Investment Advisors
New Jersey
$275K +$45.4K +127 +16%
AA
1210
Alta Advisers
United Kingdom
$275K +$322K +900 New
PFA
1211
Plotkin Financial Advisors
Maryland
$275K – – –
FA
1212
Fiducient Advisors
Illinois
$273K – – –
USCWA
1213
U.S. Capital Wealth Advisors
Texas
$273K +$17.9K +50 +6%
MGIA
1214
Moneta Group Investment Advisors
Missouri
$271K -$20.8K -58 -6%
ANTB
1215
AMG National Trust Bank
Colorado
$271K +$318K +889 New
EHC
1216
Everett Harris & Co
California
$269K -$17.9K -50 -5%
KFP
1217
KB Financial Partners
New Jersey
$267K +$53.3K +149 +21%
HFRG
1218
Houlihan Financial Resource Group
Virginia
$267K +$313K +874 New
MGIA
1219
Matthew Goff Investment Advisor
Texas
$265K +$11.4K +32 +4%
PHS
1220
Pekin Hardy Strauss
Illinois
$262K +$15.4K +43 +5%
YC
1221
Yarbrough Capital
Tennessee
$261K – – –
CCA
1222
Childress Capital Advisors
Texas
$258K -$7.51K -21 -2%
RP
1223
Riverwater Partners
Wisconsin
$258K – – –
SFG
1224
StrategIQ Financial Group
Indiana
$258K – – –
WA
1225
Waverly Advisors
Alabama
$257K -$16.5K -46 -5%
47 48
49
50 51