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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1226
Aprio Wealth Management
Georgia
$776K -$101K -202 -12%
SLG
1227
Stanley-Laman Group
Pennsylvania
$772K -$83.8K -168 -10%
JWCA
1228
J.W. Coons Advisors
Ohio
$771K +$25K +50 +4%
SFSG
1229
Sound Financial Strategies Group
Mississippi
$768K +$31.4K +63 +5%
CFP
1230
Catalyst Financial Partners
Massachusetts
$762K +$52.9K +106 +8%
RSC
1231
Red Spruce Capital
Pennsylvania
$761K -$11K -22 -2%
MFIM
1232
Mesirow Financial Investment Management
Illinois
$761K -$5.49K -11 -0.8%
FAFN
1233
First Affirmative Financial Network
Colorado
$759K -$3.99K -8 -0.6%
RWPA
1234
Richard W. Paul & Associates
Michigan
$759K +$12K +24 +2%
ACI
1235
Alpha Cubed Investments
California
$757K -$13.5K -27 -2%
FFO
1236
Fiduciary Family Office
Florida
$753K -$99.3K -199 -12%
NA
1237
Navellier & Associates
Nevada
$752K – – –
BFA
1238
Buttonwood Financial Advisors
Maryland
$751K +$34.4K +69 +5%
HH
1239
HWG Holdings
Texas
$749K -$8.48K -17 -1%
MFA
1240
Mayflower Financial Advisors
Massachusetts
$744K +$35.9K +72 +5%
OHWP
1241
Oak Harbor Wealth Partners
North Carolina
$744K -$8.48K -17 -1%
AWM
1242
Axxcess Wealth Management
California
$739K -$215K -431 -24%
TWM
1243
Trueblood Wealth Management
Ohio
$731K +$499 +1 +0.1%
SIG
1244
Stonegate Investment Group
Alabama
$731K -$17.5K -35 -2%
C
1245
Certuity
Florida
$726K -$51.4K -103 -7%
LFA
1246
Legacy Financial Advisors
Kentucky
$725K +$21K +42 +3%
LAM
1247
L2 Asset Management
Massachusetts
$725K +$11.5K +23 +2%
CCWM
1248
Cassaday & Co Wealth Management
Virginia
$722K +$683K +1,368 New
KWA
1249
Kingswood Wealth Advisors
California
$719K -$141K -282 -17%
HBS
1250
Howard Bailey Securities
Indiana
$716K -$5.99K -12 -0.9%
48 49
50
51 52