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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1351
West Family Investments
California
$547K +$42.4K +83 +8%
CHP
1352
Cable Hill Partners
Oregon
$545K +$11.8K +23 +2%
ALA
1353
Atlas Legacy Advisors
California
$545K +$2.04K +4 +0.4%
TCM
1354
Teza Capital Management
Illinois
$544K +$547K +1,071 New
1W
1355
1776 Wealth
Georgia
$544K -$6.13K -12 -1%
MCI
1356
MRP Capital Investments
Georgia
$540K -$301K -590 -36%
QC
1357
Quent Capital
New York
$540K -$5.11K -10 -0.9%
KLCM
1358
KG&L Capital Management
Louisiana
$538K +$122K +238 +29%
AWM
1359
Accel Wealth Management
Iowa
$537K +$3.58K +7 +0.7%
WAG
1360
Wallace Advisory Group
California
$537K -$8.69K -17 -2%
TFP
1361
Tilia Fiduciary Partners
North Carolina
$536K -$51.6K -101 -9%
PWMAG
1362
Pinnacle Wealth Management Advisory Group
New Jersey
$536K +$13.3K +26 +3%
PFW
1363
Petros Family Wealth
Minnesota
$534K +$59.3K +116 +12%
PFG
1364
PAX Financial Group
Texas
$533K -$139K -273 -21%
3IP
1365
3Chopt Investment Partners
Virginia
$532K +$535K +1,048 New
BWP
1366
Balboa Wealth Partners
Arizona
$530K -$115K -225 -18%
IAS
1367
Insigneo Advisory Services
Florida
$530K +$210K +411 +65%
PPWM
1368
Paragon Private Wealth Management
Kentucky
$526K +$164K +321 +45%
PWAM
1369
Private Wealth Asset Management
Iowa
$523K +$526K +1,030 New
RWM
1370
Revisor Wealth Management
Ohio
$523K +$217K +425 +70%
FNBTCON
1371
First National Bank & Trust Co of Newtown
Pennsylvania
$522K – – –
RPWA
1372
Regent Peak Wealth Advisors
Georgia
$522K -$4.6K -9 -0.9%
CB
1373
CNB Bank
Pennsylvania
$520K +$32.7K +64 +7%
RSS
1374
Rosenblum Silverman Sutton
California
$520K – – –
NL
1375
NWAM LLC
Washington
$520K +$3.07K +6 +0.6%
53 54
55
56 57