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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1301
CoreCap Advisors
Michigan
$487K +$119K +282 +31%
HAG
1302
HighPoint Advisor Group
Illinois
$484K -$12.7K -30 -2%
CWA
1303
CM Wealth Advisors
Ohio
$482K -$183K -434 -27%
HT
1304
Heritage Trust
Oklahoma
$481K -$22.8K -54 -4%
JTWM
1305
Jackson Thornton Wealth Management
Alabama
$481K +$107K +253 +27%
IIC
1306
Integrated Investment Consultants
Michigan
$481K +$149K +354 +43%
AAS
1307
Ameritas Advisory Services
Nebraska
$480K +$46K +109 +10%
OL
1308
Optas LLC
Texas
$480K +$22K +52 +5%
QWP
1309
Quotient Wealth Partners
Texas
$479K -$11.8K -28 -2%
PWM
1310
Paulson Wealth Management
Illinois
$477K – – –
SC
1311
Sepio Capital
Utah
$476K +$102K +242 +26%
UBG
1312
United Bank (Georgia)
Georgia
$476K +$493K +1,168 New
AWP
1313
Abacus Wealth Partners
California
$475K -$853K -2,019 -63%
TSW
1314
Thompson Siegel & Walmsley
Virginia
$473K – – –
EFG
1315
Embree Financial Group
Illinois
$472K +$14.4K +34 +3%
PCM
1316
Prelude Capital Management
New York
$470K +$33.8K +80 +7%
WMA
1317
West Michigan Advisors
Michigan
$469K -$38.9K -92 -7%
AWM
1318
Angeles Wealth Management
California
$463K -$11K -26 -2%
PWM
1319
Peck Wealth Management
New York
$461K – – –
AAM
1320
AR Asset Management
California
$461K – – –
KWM
1321
Keebeck Wealth Management
Illinois
$460K -$168K -397 -25%
VCA
1322
Verdence Capital Advisors
Maryland
$459K +$23.2K +55 +5%
CCWM
1323
Cassaday & Co Wealth Management
Virginia
$459K -$75.2K -178 -14%
NP
1324
Nilsine Partners
Colorado
$459K +$136K +322 +40%
IFU
1325
iSAM Funds (UK)
United Kingdom
$456K +$85.7K +203 +22%
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