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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1251
West Family Investments
California
$449K +$24.1K +61 +6%
EFG
1252
Embree Financial Group
Illinois
$447K +$401K +1,016 New
PWA
1253
Provenance Wealth Advisors
Florida
$447K – – –
LFM
1254
LGT Fund Management
Liechtenstein
$442K – – –
HL
1255
HeadInvest LLC
Maine
$441K – – –
CB
1256
Community Bank
New York
$441K -$9.87K -25 -2%
ACM
1257
Ayrshire Capital Management
Connecticut
$441K -$1.58K -4 -0.4%
CFP
1258
Catalyst Financial Partners
Massachusetts
$440K +$19.7K +50 +5%
DWM
1259
Drive Wealth Management
Utah
$439K +$18.2K +46 +5%
KP
1260
Keel Point
Alabama
$435K +$27.6K +70 +8%
OWP
1261
Obermeyer Wealth Partners
Colorado
$435K +$38.3K +97 +11%
SWM
1262
SeaCrest Wealth Management
New York
$435K -$37.5K -95 -9%
PFBT
1263
Parkside Financial Bank & Trust
Missouri
$434K +$123K +312 +46%
CPW
1264
Crestmont Private Wealth
Texas
$434K -$12.2K -31 -3%
CB
1265
CNB Bank
Pennsylvania
$432K +$17.8K +45 +5%
BW
1266
Bison Wealth
Georgia
$428K +$30K +76 +8%
RPWA
1267
Regent Peak Wealth Advisors
Georgia
$426K +$4.34K +11 +1%
GXJ
1268
Global X Japan
Japan
$425K +$380K +964 New
CA
1269
Commerzbank Aktiengesellschaft
Germany
$422K +$72.2K +183 +24%
RFS
1270
Richardson Financial Services
Massachusetts
$421K +$377K +956 New
CWA
1271
Cornerstone Wealth Advisors
Minnesota
$421K – – –
FG
1272
Fiduciary Group
Georgia
$418K – – –
WCM
1273
Winthrop Capital Management
Indiana
$416K +$373K +944 New
MWM
1274
Modera Wealth Management
New Jersey
$413K +$11.1K +28 +3%
PWP
1275
Principle Wealth Partners
Connecticut
$413K -$90K -228 -20%
49 50
51
52 53