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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1201
Balboa Wealth Partners
Arizona
$752K +$11.9K +24 +2%
FMWA
1202
Forvis Mazars Wealth Advisors
Missouri
$751K -$4.95K -10 -0.7%
NHT
1203
New Hampshire Trust
New Hampshire
$749K – – –
OWA
1204
One Wealth Advisors
California
$744K -$3.96K -8 -0.6%
WC
1205
Woodstock Corp
Massachusetts
$739K -$155K -313 -18%
NWMG
1206
Nicholson Wealth Management Group
South Carolina
$737K +$706K +1,427 New
IAS
1207
Insigneo Advisory Services
Florida
$737K -$216K -437 -23%
NA
1208
Navellier & Associates
Nevada
$737K – – –
MWM
1209
Mattern Wealth Management
Kansas
$735K -$1.08M -2,192 -61%
ACM
1210
Allred Capital Management
Texas
$731K +$34.1K +69 +5%
JWCA
1211
J.W. Coons Advisors
Ohio
$729K -$15.3K -31 -2%
CW
1212
CreativeOne Wealth
Kansas
$729K +$242K +490 +53%
PFG
1213
PAX Financial Group
Texas
$728K -$51K -103 -7%
VCA
1214
Verdence Capital Advisors
Maryland
$728K -$22.8K -46 -3%
QWP
1215
Quotient Wealth Partners
Texas
$727K -$53.9K -109 -7%
NP
1216
Ninepoint Partners
Ontario, Canada
$726K -$96K -194 -12%
TPI
1217
Trust Point Inc
Wisconsin
$725K +$9.9K +20 +1%
KCM
1218
Kendall Capital Management
Maryland
$723K -$17.3K -35 -2%
RA
1219
RiverPark Advisors
New York
$721K +$4.95K +10 +0.7%
BC
1220
Burney Company
Virginia
$718K +$12.4K +25 +2%
BFA
1221
Buttonwood Financial Advisors
Maryland
$717K -$11.4K -23 -2%
FI
1222
Finivi Inc
Massachusetts
$715K +$365K +738 +114%
NGA
1223
Naples Global Advisors
Florida
$710K – – –
KP
1224
Keel Point
Alabama
$709K +$54.9K +111 +9%
PPC
1225
Park Place Capital
Alabama
$704K -$61.4K -124 -8%
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