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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1276
Naples Global Advisors
Florida
$698K – – –
OPWM
1277
Oakwell Private Wealth Management
Texas
$698K +$702K +1,373 New
TPI
1278
Trust Point Inc
Wisconsin
$696K -$49.1K -96 -7%
CJL
1279
Cyrus J. Lawrence
New York
$696K -$10.4M -20,412 -94%
HBS
1280
Howard Bailey Securities
Indiana
$696K -$120K -234 -15%
FWCM
1281
Ferguson Wellman Capital Management
Oregon
$694K +$94.5K +185 +16%
BFA
1282
Buttonwood Financial Advisors
Maryland
$688K -$6.64K -13 -1%
LAM
1283
L2 Asset Management
Massachusetts
$687K +$61.8K +121 +10%
KCM
1284
Kathmere Capital Management
Pennsylvania
$681K +$55.2K +108 +9%
BBP
1285
Banco BTG Pactual
Brazil
$681K -$432K -846 -39%
CFP
1286
Catalyst Financial Partners
Massachusetts
$681K +$34.2K +67 +5%
MFA
1287
Mayflower Financial Advisors
Massachusetts
$680K +$17.9K +35 +3%
TAM
1288
Townsend Asset Management
North Carolina
$679K -$6.13K -12 -0.9%
LFA
1289
Legacy Financial Advisors
Kentucky
$677K +$9.71K +19 +1%
ST
1290
Smithfield Trust
Pennsylvania
$676K -$80.7K -158 -11%
GS
1291
GTS Securities
Florida
$668K -$226K -443 -25%
AWA
1292
Arete Wealth Advisors
Illinois
$668K +$405K +792 +151%
PFG
1293
Prosperity Financial Group
California
$667K +$12.3K +24 +2%
KCM
1294
Kendall Capital Management
Maryland
$665K -$17.9K -35 -3%
JSW
1295
Journey Strategic Wealth
New Jersey
$661K +$3.58K +7 +0.5%
OWP
1296
ORG Wealth Partners
Texas
$661K +$141K +276 +27%
RCWM
1297
Royal Capital Wealth Management
Indiana
$661K – – –
BOM
1298
Bank of Marin
California
$660K – – –
SSW
1299
Smith Shellnut Wilson
Mississippi
$647K +$16.9K +33 +3%
GIM
1300
Generali Investments Management
Slovenia
$646K +$30.1K +59 +5%
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