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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
1226
Forvis Mazars Wealth Advisors
Missouri
$733K +$9.64K +19 +1%
SIG
1227
Stonegate Investment Group
Alabama
$733K -$28.9K -57 -4%
TPI
1228
Trust Point Inc
Wisconsin
$730K +$31.5K +62 +4%
EPAM
1229
Evelyn Partners Asset Management
$730K +$743K +1,465 New
ACI
1230
Alpha Cubed Investments
California
$729K -$4.06K -8 -0.5%
CPW
1231
Crestmont Private Wealth
Texas
$728K -$49.7K -98 -6%
RIA
1232
Realta Investment Advisors
Delaware
$726K -$178K -350 -19%
CBT
1233
CoreFirst Bank & Trust
Kansas
$725K -$17.8K -35 -2%
NHT
1234
New Hampshire Trust
New Hampshire
$721K -$507 -1 -0.1%
OWA
1235
One Wealth Advisors
California
$718K – – –
FAFN
1236
First Affirmative Financial Network
Colorado
$718K -$19.3K -38 -3%
SMG
1237
Smart Money Group
Texas
$714K +$37.5K +74 +5%
QWP
1238
Quotient Wealth Partners
Texas
$712K +$11.7K +23 +2%
CPIG
1239
Chicago Partners Investment Group
Illinois
$712K +$45.7K +90 +7%
RF
1240
Rossby Financial
Florida
$711K +$725K +1,428 New
SPC
1241
Sigma Planning Corp
Michigan
$711K +$81.2K +160 +13%
NA
1242
Navellier & Associates
Nevada
$710K – – –
IC
1243
Iconiq Capital
California
$710K +$309K +609 +75%
CG
1244
Cynosure Group
Utah
$708K -$89.8K -177 -11%
BWP
1245
BSW Wealth Partners
Colorado
$707K +$44.7K +88 +7%
GRP
1246
Global Retirement Partners
California
$704K +$95.9K +189 +15%
JWCA
1247
J.W. Coons Advisors
Ohio
$703K – – –
NP
1248
Ninepoint Partners
Ontario, Canada
$700K – – –
EHC
1249
Everett Harris & Co
California
$696K +$26.4K +52 +4%
LFAS
1250
Level Four Advisory Services
Texas
$695K -$10.7K -21 -1%
48 49
50
51 52