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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1301
Parkside Financial Bank & Trust
Missouri
$713K +$17.3K +35 +3%
JF
1302
Jericho Financial
Ohio
$711K -$146K -296 -18%
FAM
1303
Formidable Asset Management
Ohio
$708K – – –
NG
1304
Norden Group
Utah
$705K +$12.9K +26 +2%
T
1305
TOBAM
France
$704K +$667K +1,348 New
GJWM
1306
Gilliland Jeter Wealth Management
Arkansas
$701K -$78.2K -158 -11%
CCWM
1307
Cassaday & Co Wealth Management
Virginia
$700K +$2.97K +6 +0.5%
TWM
1308
Trueblood Wealth Management
Ohio
$697K -$27.2K -55 -4%
ECM
1309
Ebert Capital Management
California
$696K +$653K +1,319 New
KCM
1310
Kathmere Capital Management
Pennsylvania
$695K +$1.48K +3 +0.2%
NRC
1311
New Republic Capital
North Carolina
$695K +$294K +595 +81%
SRC
1312
Sage Rhino Capital
California
$694K +$657K +1,328 New
CAI
1313
Capital Advisors Inc
Oklahoma
$688K +$651K +1,316 New
TP
1314
TritonPoint Partners
Maryland
$687K +$650K +1,314 New
KIM
1315
Kestra Investment Management
Texas
$685K -$100K -203 -13%
USCWA
1316
U.S. Capital Wealth Advisors
Texas
$684K -$119K -240 -16%
ECA
1317
Elevated Capital Advisors
Utah
$683K -$113K -229 -15%
RCWM
1318
Royal Capital Wealth Management
Indiana
$679K – – –
BOM
1319
Bank of Marin
California
$679K – – –
AA
1320
Advisory Alpha
Michigan
$675K +$140K +283 +28%
MAG
1321
Meadowbrook Advisors Group
New Jersey
$672K +$636K +1,285 New
CBUSF
1322
Construction & Building Unions Superannuation Fund
Australia
$669K +$633K +1,280 New
CIM
1323
Cambria Investment Management
California
$661K +$118K +239 +23%
PWP
1324
Principle Wealth Partners
Connecticut
$660K -$10.4K -21 -2%
KCM
1325
Kendall Capital Management
Maryland
$659K -$1.98K -4 -0.3%
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