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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1251
Ameliora Wealth Management
Switzerland
$530K – – –
LFAS
1252
Level Four Advisory Services
Texas
$528K – – –
CCB
1253
Country Club Bank
Missouri
$527K – – –
EP
1254
Edgestream Partners
New Jersey
$525K -$151K -348 -22%
PWMAG
1255
Pinnacle Wealth Management Advisory Group
New Jersey
$525K -$5.63K -13 -1%
DT
1256
Diversified Trust
Tennessee
$521K -$789K -1,821 -60%
WHG
1257
Westwood Holdings Group
Texas
$520K +$867 +2 +0.2%
ST
1258
Smithfield Trust
Pennsylvania
$520K +$12.1K +28 +2%
FWCM
1259
Ferguson Wellman Capital Management
Oregon
$520K -$47.7K -110 -8%
JF
1260
Joule Financial
Kentucky
$520K +$1.73K +4 +0.3%
LWL
1261
Leo Wealth LLC
Texas
$519K -$32.9K -76 -6%
EA
1262
Emerald Advisers
Pennsylvania
$517K +$83.7K +193 +19%
PCP
1263
Proficio Capital Partners
Massachusetts
$510K +$59.4K +137 +13%
DIA
1264
Dana Investment Advisors
Wisconsin
$507K -$120K -278 -19%
PWP
1265
Principle Wealth Partners
Connecticut
$505K +$108K +250 +27%
HIA
1266
Harbor Investment Advisory
Maryland
$505K +$1.73K +4 +0.3%
FAFN
1267
First Affirmative Financial Network
Colorado
$503K +$23K +53 +5%
SPIS
1268
Steward Partners Investment Solutions
Oregon
$503K -$183K -422 -26%
MPM
1269
Meritage Portfolio Management
Kansas
$502K -$74.1K -171 -13%
HWMA
1270
Heritage Wealth Management (Arizona)
Arizona
$499K -$3.03K -7 -0.6%
TFP
1271
Tilia Fiduciary Partners
North Carolina
$498K +$1.3K +3 +0.3%
SEEDPG
1272
S.E.E.D. Planning Group
New York
$498K +$508K +1,171 New
ACM
1273
Allred Capital Management
Texas
$497K +$221K +509 +77%
GC
1274
Gilbert & Cook
Iowa
$496K +$6.07K +14 +1%
LAS
1275
LWM Advisory Services
Florida
$495K -$3.9K -9 -0.8%
49 50
51
52 53