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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1351
Avior Wealth Management
Nebraska
$409K +$308K +710 +282%
CWA
1352
Cornerstone Wealth Advisors
Minnesota
$406K – – –
WCM
1353
Winthrop Capital Management
Indiana
$406K +$4.77K +11 +1%
QC
1354
Quent Capital
New York
$406K +$24.3K +56 +6%
FG
1355
Fiduciary Group
Georgia
$404K – – –
SWM
1356
SeaCrest Wealth Management
New York
$404K -$29.5K -68 -7%
FB
1357
Fulton Bank
Pennsylvania
$403K -$311K -717 -43%
BW
1358
Bison Wealth
Georgia
$399K -$14.7K -34 -3%
MWM
1359
Modera Wealth Management
New Jersey
$399K – – –
MAG
1360
MRA Advisory Group
New Jersey
$399K +$109K +251 +37%
MIP
1361
Marietta Investment Partners
Wisconsin
$398K +$24.7K +57 +6%
AL
1362
Aspiriant LLC
California
$397K +$13K +30 +3%
DBRC
1363
D.B. Root & Company
Pennsylvania
$397K +$117K +271 +41%
KCM
1364
Kathmere Capital Management
Pennsylvania
$395K +$3.47K +8 +0.9%
TF
1365
Tenon Financial
New Jersey
$395K +$402K +928 New
GXJ
1366
Global X Japan
Japan
$394K -$16K -37 -4%
CFG
1367
Clayton Financial Group
Missouri
$393K +$400K +923 New
AFT
1368
Alpha Family Trust
California
$391K – – –
AC
1369
Allstate Corporation
Illinois
$387K -$3.03K -7 -0.8%
CA
1370
Crewe Advisors
Utah
$387K +$394K +909 New
BAAM
1371
Baker Avenue Asset Management
California
$386K +$394K +908 New
LA
1372
LM Advisors
California
$385K – – –
AIM
1373
Aigen Investment Management
New York
$384K +$391K +902 New
IWP
1374
Invenio Wealth Partners
Florida
$383K -$85K -196 -18%
CWM
1375
Cornerstone Wealth Management
Missouri
$383K +$3.9K +9 +1%
53 54
55
56 57