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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1351
Winthrop Capital Management
Indiana
$406K +$4.77K +11 +1%
QC
1352
Quent Capital
New York
$406K +$24.3K +56 +6%
FG
1353
Fiduciary Group
Georgia
$404K – – –
SWM
1354
SeaCrest Wealth Management
New York
$404K -$29.5K -68 -7%
FB
1355
Fulton Bank
Pennsylvania
$403K -$311K -717 -43%
BW
1356
Bison Wealth
Georgia
$399K -$14.7K -34 -3%
MWM
1357
Modera Wealth Management
New Jersey
$399K – – –
MAG
1358
MRA Advisory Group
New Jersey
$399K +$109K +251 +37%
MIP
1359
Marietta Investment Partners
Wisconsin
$398K +$24.7K +57 +6%
AL
1360
Aspiriant LLC
California
$397K +$13K +30 +3%
DBRC
1361
D.B. Root & Company
Pennsylvania
$397K +$117K +271 +41%
KCM
1362
Kathmere Capital Management
Pennsylvania
$395K +$3.47K +8 +0.9%
TF
1363
Tenon Financial
New Jersey
$395K +$402K +928 New
GXJ
1364
Global X Japan
Japan
$394K -$16K -37 -4%
CFG
1365
Clayton Financial Group
Missouri
$393K +$400K +923 New
AFT
1366
Alpha Family Trust
California
$391K – – –
AC
1367
Allstate Corporation
Illinois
$387K -$3.03K -7 -0.8%
CA
1368
Crewe Advisors
Utah
$387K +$394K +909 New
BAAM
1369
Baker Avenue Asset Management
California
$386K +$394K +908 New
LA
1370
LM Advisors
California
$385K – – –
AIM
1371
Aigen Investment Management
New York
$384K +$391K +902 New
IWP
1372
Invenio Wealth Partners
Florida
$383K -$85K -196 -18%
CWM
1373
Cornerstone Wealth Management
Missouri
$383K +$3.9K +9 +1%
SCP
1374
Sivia Capital Partners
California
$383K -$1.73K -4 -0.4%
AA
1375
Alta Advisers
United Kingdom
$383K – – –
53 54
55
56 57