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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1351
Fiduciary Alliance
South Carolina
$551K +$152K +298 +38%
ECM
1352
Elgethun Capital Management
South Dakota
$550K – – –
BBWP
1353
Beacon Bridge Wealth Partners
Pennsylvania
$548K -$160K -314 -23%
WFI
1354
West Family Investments
California
$547K +$42.4K +83 +8%
CHP
1355
Cable Hill Partners
Oregon
$545K +$11.8K +23 +2%
ALA
1356
Atlas Legacy Advisors
California
$545K +$2.04K +4 +0.4%
TCM
1357
Teza Capital Management
Illinois
$544K +$547K +1,071 New
1W
1358
1776 Wealth
Georgia
$544K -$6.13K -12 -1%
MCI
1359
MRP Capital Investments
Georgia
$540K -$301K -590 -36%
QC
1360
Quent Capital
New York
$540K -$5.11K -10 -0.9%
KLCM
1361
KG&L Capital Management
Louisiana
$538K +$122K +238 +29%
AWM
1362
Accel Wealth Management
Iowa
$537K +$3.58K +7 +0.7%
WAG
1363
Wallace Advisory Group
California
$537K -$8.69K -17 -2%
TFP
1364
Tilia Fiduciary Partners
North Carolina
$536K -$51.6K -101 -9%
PWMAG
1365
Pinnacle Wealth Management Advisory Group
New Jersey
$536K +$13.3K +26 +3%
PFW
1366
Petros Family Wealth
Minnesota
$534K +$59.3K +116 +12%
PFG
1367
PAX Financial Group
Texas
$533K -$139K -273 -21%
3IP
1368
3Chopt Investment Partners
Virginia
$532K +$535K +1,048 New
BWP
1369
Balboa Wealth Partners
Arizona
$530K -$115K -225 -18%
IAS
1370
Insigneo Advisory Services
Florida
$530K +$210K +411 +65%
PPWM
1371
Paragon Private Wealth Management
Kentucky
$526K +$164K +321 +45%
PWAM
1372
Private Wealth Asset Management
Iowa
$523K +$526K +1,030 New
RWM
1373
Revisor Wealth Management
Ohio
$523K +$217K +425 +70%
FNBTCON
1374
First National Bank & Trust Co of Newtown
Pennsylvania
$522K – – –
RPWA
1375
Regent Peak Wealth Advisors
Georgia
$522K -$4.6K -9 -0.9%
53 54
55
56 57