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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1351
Elm3 Financial Group
Georgia
$513K +$523K +1,030 New
WIM
1352
Waverton Investment Management
United Kingdom
$513K -$594K -1,170 -53%
PWMAG
1353
Pinnacle Wealth Management Advisory Group
New Jersey
$512K -$6.09K -12 -1%
FNBTCON
1354
First National Bank & Trust Co of Newtown
Pennsylvania
$512K – – –
RSS
1355
Rosenblum Silverman Sutton
California
$510K – – –
ACM
1356
Ayrshire Capital Management
Connecticut
$509K – – –
SAW
1357
Signal Advisors Wealth
Michigan
$509K +$9.13K +18 +2%
OWP
1358
ORG Wealth Partners
Texas
$507K +$289K +570 +128%
NL
1359
NWAM LLC
Washington
$507K -$16.2K -32 -3%
WP
1360
WMS Partners
Maryland
$506K +$118K +233 +30%
PWA
1361
Provenance Wealth Advisors
Florida
$505K – – –
GWMR
1362
GC Wealth Management RIA
Massachusetts
$503K -$51.8K -102 -9%
CWA
1363
Crux Wealth Advisors
California
$502K +$511K +1,008 New
GFA
1364
Gallagher Fiduciary Advisors
Illinois
$501K +$83.7K +165 +20%
IAN
1365
Integrated Advisors Network
Texas
$501K -$3.04K -6 -0.6%
LAS
1366
LWM Advisory Services
Florida
$500K -$7.1K -14 -1%
CIC
1367
Carnegie Investment Counsel
Ohio
$498K – – –
HL
1368
HeadInvest LLC
Maine
$497K – – –
EPIME
1369
Evelyn Partners Investment Management (Europe)
$497K +$506K +997 New
EFG
1370
Embree Financial Group
Illinois
$495K +$507 +1 +0.1%
WFI
1371
West Family Investments
California
$495K -$82.7K -163 -14%
MPM
1372
Meritage Portfolio Management
Kansas
$493K – – –
CH
1373
Cromwell Holdings
Wyoming
$492K – – –
NG
1374
Norden Group
Utah
$491K -$13.2K -26 -3%
FI
1375
Fosun International
China
$491K -$1.21M -2,375 -71%
53 54
55
56 57