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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
1251
Level Four Advisory Services
Texas
$528K – – –
CCB
1252
Country Club Bank
Missouri
$527K – – –
EP
1253
Edgestream Partners
New Jersey
$525K -$151K -348 -22%
PWMAG
1254
Pinnacle Wealth Management Advisory Group
New Jersey
$525K -$5.63K -13 -1%
DT
1255
Diversified Trust
Tennessee
$521K -$789K -1,821 -60%
WHG
1256
Westwood Holdings Group
Texas
$520K +$867 +2 +0.2%
ST
1257
Smithfield Trust
Pennsylvania
$520K +$12.1K +28 +2%
FWCM
1258
Ferguson Wellman Capital Management
Oregon
$520K -$47.7K -110 -8%
JF
1259
Joule Financial
Kentucky
$520K +$1.73K +4 +0.3%
LWL
1260
Leo Wealth LLC
Texas
$519K -$32.9K -76 -6%
EA
1261
Emerald Advisers
Pennsylvania
$517K +$83.7K +193 +19%
PCP
1262
Proficio Capital Partners
Massachusetts
$510K +$59.4K +137 +13%
DIA
1263
Dana Investment Advisors
Wisconsin
$507K -$120K -278 -19%
PWP
1264
Principle Wealth Partners
Connecticut
$505K +$108K +250 +27%
HIA
1265
Harbor Investment Advisory
Maryland
$505K +$1.73K +4 +0.3%
FAFN
1266
First Affirmative Financial Network
Colorado
$503K +$23K +53 +5%
SPIS
1267
Steward Partners Investment Solutions
Oregon
$503K -$183K -422 -26%
MPM
1268
Meritage Portfolio Management
Kansas
$502K -$74.1K -171 -13%
HWMA
1269
Heritage Wealth Management (Arizona)
Arizona
$499K -$3.03K -7 -0.6%
TFP
1270
Tilia Fiduciary Partners
North Carolina
$498K +$1.3K +3 +0.3%
SEEDPG
1271
S.E.E.D. Planning Group
New York
$498K +$508K +1,171 New
ACM
1272
Allred Capital Management
Texas
$497K +$221K +509 +77%
GC
1273
Gilbert & Cook
Iowa
$496K +$6.07K +14 +1%
LAS
1274
LWM Advisory Services
Florida
$495K -$3.9K -9 -0.8%
KP
1275
Keel Point
Alabama
$495K +$75.4K +174 +18%
49 50
51
52 53