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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
1251
Alpha Cubed Investments
California
$743K -$1.02K -2 -0.1%
CBT
1252
CoreFirst Bank & Trust
Kansas
$739K – – –
MFIM
1253
Mesirow Financial Investment Management
Illinois
$738K +$74.6K +146 +11%
BC
1254
Bridgefront Capital
Texas
$736K +$740K +1,449 New
FAFN
1255
First Affirmative Financial Network
Colorado
$735K +$3.07K +6 +0.4%
HH
1256
HWG Holdings
Texas
$730K -$23K -45 -3%
LWP
1257
LeClair Wealth Partners
Ohio
$730K -$109K -214 -13%
OFS
1258
Orrstown Financial Services
Pennsylvania
$727K +$62.3K +122 +9%
OHWP
1259
Oak Harbor Wealth Partners
North Carolina
$726K -$49.6K -97 -6%
LHC
1260
Little House Capital
Massachusetts
$724K +$130K +254 +22%
NHT
1261
New Hampshire Trust
New Hampshire
$723K -$13.3K -26 -2%
SIG
1262
Stonegate Investment Group
Alabama
$722K -$25.5K -50 -3%
MME
1263
Meag Munich Ergo
Germany
$722K +$443K +867 +157%
NA
1264
Navellier & Associates
Nevada
$721K – – –
RWPA
1265
Richard W. Paul & Associates
Michigan
$719K +$17.9K +35 +3%
JWCA
1266
J.W. Coons Advisors
Ohio
$717K – – –
SIM
1267
Sentry Investment Management
Wisconsin
$715K -$249K -487 -23%
RAM
1268
Readystate Asset Management
Illinois
$714K +$332K +649 +86%
TS
1269
Triglav Skladi
Slovenia
$711K -$291K -570 -29%
EHC
1270
Everett Harris & Co
California
$710K – – –
WPW
1271
Waldron Private Wealth
Pennsylvania
$709K -$297K -582 -29%
SFSG
1272
Sound Financial Strategies Group
Mississippi
$708K -$212K -414 -23%
EWA
1273
EverSource Wealth Advisors
Alabama
$708K +$135K +264 +23%
AWM
1274
Ameliora Wealth Management
Switzerland
$704K +$30.7K +60 +5%
TWM
1275
Trueblood Wealth Management
Ohio
$704K +$96.1K +188 +16%
49 50
51
52 53