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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1201
Prestige Wealth Management Group
New Jersey
$348K +$40.1K +114 +13%
ACM
1202
Ayrshire Capital Management
Connecticut
$345K – – –
LFM
1203
LGT Fund Management
Liechtenstein
$345K – – –
CIC
1204
Carnegie Investment Counsel
Ohio
$344K +$704 +2 +0.2%
AFM
1205
Andesa Financial Management
Pennsylvania
$343K +$325K +924 +76%
KC
1206
Kenfarb & Co
Kentucky
$343K – – –
SIA
1207
SkyView Investment Advisors
New Jersey
$342K +$51K +145 +17%
SB
1208
Strategic Blueprint
Georgia
$335K +$46.5K +132 +16%
TIA
1209
Traphagen Investment Advisors
New Jersey
$335K +$5.98K +17 +2%
DC
1210
Diametric Capital
Massachusetts
$333K +$340K +965 New
EWA
1211
EP Wealth Advisors
California
$332K -$27.1M -76,901 -89%
GA
1212
GraniteShares Advisors
New York
$331K +$338K +961 New
MSS
1213
Mitchell Sinkler & Starr
Pennsylvania
$331K +$50K +142 +17%
CWA
1214
Cornerstone Wealth Advisors
Minnesota
$329K – – –
KCM
1215
Kathmere Capital Management
Pennsylvania
$328K -$29.6K -84 -8%
JSW
1216
Journey Strategic Wealth
New Jersey
$328K -$49.3K -140 -13%
AF
1217
Allworth Financial
California
$326K +$177K +502 +113%
BOS
1218
Bank of Stockton
California
$325K -$35.2K -100 -10%
WI
1219
WrapManager Inc
California
$325K +$8.45K +24 +3%
FG
1220
Fiduciary Group
Georgia
$325K -$4.58K -13 -1%
ACM
1221
Advisors Capital Management
New Jersey
$323K -$16.5K -47 -5%
KFP
1222
KB Financial Partners
New Jersey
$321K +$41.2K +117 +14%
CCM
1223
Carlson Capital Management
Minnesota
$319K – – –
BBP
1224
Banco BTG Pactual
Brazil
$319K +$317K +900 New
LBA
1225
Lowell Blake & Associates
Massachusetts
$318K +$324K +922 New
47 48
49
50 51