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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1276
Gladstone Institutional Advisory
Florida
$412K +$43K +109 +13%
BWG
1277
Berry Wealth Group
Texas
$412K +$369K +935 New
CPRC
1278
Consolidated Portfolio Review Corp
New York
$408K +$2.37K +6 +0.7%
KCM
1279
Kathmere Capital Management
Pennsylvania
$406K +$5.92K +15 +2%
AFT
1280
Alpha Family Trust
California
$405K – – –
AC
1281
Allstate Corporation
Illinois
$404K -$176K -446 -33%
SF
1282
Symphony Financial
Texas
$404K -$33.9K -86 -8%
JSC
1283
Jackson Square Capital
California
$404K – – –
SB
1284
Strategic Blueprint
Georgia
$403K -$3.55K -9 -1%
LA
1285
LM Advisors
California
$399K +$357K +905 New
SCP
1286
Sivia Capital Partners
California
$398K +$357K +904 New
AL
1287
Aspiriant LLC
California
$398K +$357K +904 New
KWA
1288
Kingswood Wealth Advisors
California
$397K +$356K +902 New
CAM
1289
Covenant Asset Management
New Jersey
$396K -$258K -654 -42%
AA
1290
Alta Advisers
United Kingdom
$396K – – –
PFA
1291
Plotkin Financial Advisors
Maryland
$396K – – –
QC
1292
Quent Capital
New York
$395K +$84.5K +214 +31%
IAN
1293
Integrated Advisors Network
Texas
$394K +$28.4K +72 +9%
PPP
1294
Private Portfolio Partners
New Jersey
$393K -$39.5K -100 -10%
CWM
1295
Cornerstone Wealth Management
Missouri
$393K -$18.5K -47 -5%
TFA
1296
Transamerica Financial Advisors
Florida
$392K -$96.3K -244 -22%
EHC
1297
Everett Harris & Co
California
$391K +$3.16K +8 +0.9%
WP
1298
Woodline Partners
California
$391K +$350K +888 New
HFRG
1299
Houlihan Financial Resource Group
Virginia
$387K – – –
MIP
1300
Marietta Investment Partners
Wisconsin
$387K +$102K +258 +42%
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