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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
1276
Shulman DeMeo Asset Management
New York
$485K +$429 +1 +0.1%
CC
1277
Callan Capital
California
$483K +$10.3K +24 +2%
ECM
1278
Elgethun Capital Management
South Dakota
$483K – – –
GRP
1279
Global Retirement Partners
California
$482K +$207K +483 +81%
HWMA
1280
Heritage Wealth Management (Arizona)
Arizona
$480K -$41.6K -97 -8%
HFO
1281
Heritage Family Offices
Arizona
$480K +$462K +1,076 New
WWP
1282
WR Wealth Planners
Missouri
$480K +$8.15K +19 +2%
PTC
1283
Petrus Trust Company
Texas
$479K – – –
QC
1284
Quent Capital
New York
$476K +$49.3K +115 +12%
NP
1285
Nilsine Partners
Colorado
$476K +$10.7K +25 +2%
EAM
1286
Empirical Asset Management
Massachusetts
$470K +$1.21M +2,826 +183%
ACL
1287
Applied Capital LLC
Florida
$469K – – –
AFG
1288
Atomi Financial Group
New York
$469K +$107K +250 +31%
CT
1289
Caldwell Trust
Florida
$467K +$106K +246 +31%
AWM
1290
Accel Wealth Management
Iowa
$465K – – –
DWM
1291
Drive Wealth Management
Utah
$465K +$12.4K +29 +3%
WFI
1292
West Family Investments
California
$464K +$3.86K +9 +0.9%
PFG
1293
Prosperity Financial Group
California
$463K +$30K +70 +7%
OQS
1294
Occudo Quantitative Strategies
Florida
$463K +$445K +1,038 New
PFBT
1295
Parkside Financial Bank & Trust
Missouri
$462K +$18.9K +44 +4%
CA
1296
Centerpoint Advisors
Massachusetts
$462K -$3.86K -9 -0.9%
FNBTCON
1297
First National Bank & Trust Co of Newtown
Pennsylvania
$458K +$441K +1,028 New
GXJ
1298
Global X Japan
Japan
$458K +$42.9K +100 +11%
RSS
1299
Rosenblum Silverman Sutton
California
$457K -$429 -1 -0.1%
ACM
1300
Ayrshire Capital Management
Connecticut
$456K +$9.87K +23 +2%
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