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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SRL
1276
Scientech Research LLC
New Jersey
$749K -$325K -656 -31%
WWM
1277
Whalen Wealth Management
Nevada
$748K +$322K +650 +83%
NA
1278
Navellier & Associates
Nevada
$745K – – –
LHC
1279
Little House Capital
Massachusetts
$745K – – –
SP
1280
SmartHarvest Portfolios
Washington
$743K +$704K +1,422 New
QWP
1281
Quotient Wealth Partners
Texas
$743K -$21.8K -44 -3%
TPCW
1282
TD Private Client Wealth
New York
$742K +$33.2K +67 +5%
ACI
1283
Alpha Cubed Investments
California
$739K -$5.44K -11 -0.8%
FA
1284
Fedenia Advisers
Wisconsin
$738K -$40.6K -82 -5%
AWA
1285
Argos Wealth Advisors
California
$734K +$695K +1,405 New
HIP
1286
HUB Investment Partners
Texas
$732K +$71.2K +144 +11%
WPW
1287
Waldron Private Wealth
Pennsylvania
$730K -$78.7K -159 -10%
DCU
1288
Dara Capital US
Florida
$729K +$690K +1,395 New
HFM
1289
Hartford Funds Management
Pennsylvania
$728K +$332K +672 +93%
CT
1290
Caldwell Trust
Florida
$727K -$16.8K -34 -2%
CD
1291
Chapin Davis
Maryland
$726K +$12.9K +26 +2%
LJCM
1292
Lee Johnson Capital Management
Texas
$725K -$51K -103 -7%
SS
1293
SBI Securities
Japan
$723K +$3.96K +8 +0.6%
NWMG
1294
National Wealth Management Group
Ohio
$721K -$545K -1,102 -44%
LFG
1295
Larson Financial Group
Missouri
$720K +$121K +244 +22%
SAG
1296
SageView Advisory Group
California
$719K -$555K -1,122 -45%
LFA
1297
Legacy Financial Advisors
Kentucky
$717K +$16.3K +33 +2%
PJSIMP
1298
P.J. Schmidt Investment Management (PJS)
Wisconsin
$714K -$231K -466 -25%
PFBT
1299
Parkside Financial Bank & Trust
Missouri
$713K +$17.3K +35 +3%
JF
1300
Jericho Financial
Ohio
$711K -$146K -296 -18%
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