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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
1301
Heritage Family Offices
Arizona
$542K -$13.4K -27 -3%
NL
1302
NWAM LLC
Washington
$542K -$36.6K -74 -7%
AWM
1303
Accel Wealth Management
Iowa
$542K +$2.97K +6 +0.6%
PFG
1304
Prosperity Financial Group
California
$541K +$4.45K +9 +0.9%
PWMAG
1305
Pinnacle Wealth Management Advisory Group
New Jersey
$537K +$12.9K +26 +3%
SWM
1306
SeaCrest Wealth Management
New York
$537K +$17.3K +35 +3%
CA
1307
Centerpoint Advisors
Massachusetts
$535K – – –
GWP
1308
Gen-Wealth Partners
Michigan
$535K -$18.3K -37 -3%
CA
1309
CoreCap Advisors
Michigan
$534K +$376K +759 +277%
WFA
1310
Wellspring Financial Advisors
Ohio
$534K +$190K +384 +59%
ACL
1311
Applied Capital LLC
Florida
$533K -$9.9K -20 -2%
FNBTCON
1312
First National Bank & Trust Co of Newtown
Pennsylvania
$531K – – –
RSS
1313
Rosenblum Silverman Sutton
California
$529K +$495 +1 +0.1%
ACM
1314
Ayrshire Capital Management
Connecticut
$529K – – –
LAS
1315
LWM Advisory Services
Florida
$526K -$923K -1,865 -65%
RPWA
1316
Regent Peak Wealth Advisors
Georgia
$526K +$6.93K +14 +1%
PFBT
1317
Parkside Financial Bank & Trust
Missouri
$524K -$10.9K -22 -2%
PWA
1318
Provenance Wealth Advisors
Florida
$524K – – –
NG
1319
Norden Group
Utah
$524K +$11.4K +23 +2%
IAN
1320
Integrated Advisors Network
Texas
$523K +$15.3K +31 +3%
SAW
1321
Signal Advisors Wealth
Michigan
$519K +$497K +1,004 New
CFIA
1322
Cantor Fitzgerald Investment Advisors
New York
$517K -$2.47M -5,000 -83%
CIC
1323
Carnegie Investment Counsel
Ohio
$517K +$3.46K +7 +0.7%
CB
1324
CNB Bank
Pennsylvania
$516K – – –
GFPC
1325
Global Financial Private Client
Florida
$516K +$485K +980 +5,158%
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