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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1276
TrueWealth Advisors
Alabama
$751K +$36.6K +74 +5%
AAMU
1277
AEGON Asset Management (UK)
United Kingdom
$750K +$134K +271 +23%
SRL
1278
Scientech Research LLC
New Jersey
$749K -$325K -656 -31%
WWM
1279
Whalen Wealth Management
Nevada
$748K +$322K +650 +83%
NA
1280
Navellier & Associates
Nevada
$745K – – –
LHC
1281
Little House Capital
Massachusetts
$745K – – –
SP
1282
SmartHarvest Portfolios
Washington
$743K +$704K +1,422 New
QWP
1283
Quotient Wealth Partners
Texas
$743K -$21.8K -44 -3%
TPCW
1284
TD Private Client Wealth
New York
$742K +$33.2K +67 +5%
ACI
1285
Alpha Cubed Investments
California
$739K -$5.44K -11 -0.8%
FA
1286
Fedenia Advisers
Wisconsin
$738K -$40.6K -82 -5%
AWA
1287
Argos Wealth Advisors
California
$734K +$695K +1,405 New
HIP
1288
HUB Investment Partners
Texas
$732K +$71.2K +144 +11%
WPW
1289
Waldron Private Wealth
Pennsylvania
$730K -$78.7K -159 -10%
DCU
1290
Dara Capital US
Florida
$729K +$690K +1,395 New
HFM
1291
Hartford Funds Management
Pennsylvania
$728K +$332K +672 +93%
CT
1292
Caldwell Trust
Florida
$727K -$16.8K -34 -2%
CD
1293
Chapin Davis
Maryland
$726K +$12.9K +26 +2%
LJCM
1294
Lee Johnson Capital Management
Texas
$725K -$51K -103 -7%
SS
1295
SBI Securities
Japan
$723K +$3.96K +8 +0.6%
NWMG
1296
National Wealth Management Group
Ohio
$721K -$545K -1,102 -44%
LFG
1297
Larson Financial Group
Missouri
$720K +$121K +244 +22%
SAG
1298
SageView Advisory Group
California
$719K -$555K -1,122 -45%
LFA
1299
Legacy Financial Advisors
Kentucky
$717K +$16.3K +33 +2%
PJSIMP
1300
P.J. Schmidt Investment Management (PJS)
Wisconsin
$714K -$231K -466 -25%
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