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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
1251
Mesirow Financial Investment Management
Illinois
$738K +$74.6K +146 +11%
BC
1252
Bridgefront Capital
Texas
$736K +$740K +1,449 New
FAFN
1253
First Affirmative Financial Network
Colorado
$735K +$3.07K +6 +0.4%
HH
1254
HWG Holdings
Texas
$730K -$23K -45 -3%
LWP
1255
LeClair Wealth Partners
Ohio
$730K -$109K -214 -13%
OFS
1256
Orrstown Financial Services
Pennsylvania
$727K +$62.3K +122 +9%
OHWP
1257
Oak Harbor Wealth Partners
North Carolina
$726K -$49.6K -97 -6%
LHC
1258
Little House Capital
Massachusetts
$724K +$130K +254 +22%
NHT
1259
New Hampshire Trust
New Hampshire
$723K -$13.3K -26 -2%
SIG
1260
Stonegate Investment Group
Alabama
$722K -$25.5K -50 -3%
MME
1261
Meag Munich Ergo
Germany
$722K +$443K +867 +157%
NA
1262
Navellier & Associates
Nevada
$721K – – –
RWPA
1263
Richard W. Paul & Associates
Michigan
$719K +$17.9K +35 +3%
JWCA
1264
J.W. Coons Advisors
Ohio
$717K – – –
SIM
1265
Sentry Investment Management
Wisconsin
$715K -$249K -487 -23%
RAM
1266
Readystate Asset Management
Illinois
$714K +$332K +649 +86%
TS
1267
Triglav Skladi
Slovenia
$711K -$291K -570 -29%
EHC
1268
Everett Harris & Co
California
$710K – – –
WPW
1269
Waldron Private Wealth
Pennsylvania
$709K -$297K -582 -29%
SFSG
1270
Sound Financial Strategies Group
Mississippi
$708K -$212K -414 -23%
EWA
1271
EverSource Wealth Advisors
Alabama
$708K +$135K +264 +23%
AWM
1272
Ameliora Wealth Management
Switzerland
$704K +$30.7K +60 +5%
TWM
1273
Trueblood Wealth Management
Ohio
$704K +$96.1K +188 +16%
NGA
1274
Naples Global Advisors
Florida
$698K – – –
OPWM
1275
Oakwell Private Wealth Management
Texas
$698K +$702K +1,373 New
49 50
51
52 53