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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1351
Paulson Wealth Management
Illinois
$612K – – –
DE
1352
Diversified Enterprises
Delaware
$610K +$324K +655 +128%
QC
1353
Quent Capital
New York
$609K +$43.5K +88 +8%
QLSGSCF
1354
Quent Long Short Global Small Cap Fund
New York
$609K +$577K +1,166 New
HWMG
1355
Harbour Wealth Management Group
South Carolina
$603K +$570K +1,153 New
BWA
1356
Basecamp Wealth Advisors
Washington
$602K +$570K +1,151 New
WC
1357
Woodstock Corp
Massachusetts
$600K +$1.48K +3 +0.3%
SWM
1358
SeaCrest Wealth Management
New York
$600K +$24.2K +49 +5%
QPBE
1359
Quintet Private Bank (Europe)
Luxembourg
$598K -$348K -704 -38%
3IP
1360
3Chopt Investment Partners
Virginia
$598K +$94K +190 +20%
FPAS
1361
Focus Partners Advisor Solutions
Missouri
$598K +$63.8K +129 +13%
SCP
1362
Sivia Capital Partners
California
$598K +$16.3K +33 +3%
OL
1363
Optas LLC
Texas
$597K +$62.8K +127 +13%
MGIA
1364
Moneta Group Investment Advisors
Missouri
$594K -$108K -218 -16%
RDWM
1365
Red Door Wealth Management
Tennessee
$591K -$9.4K -19 -2%
TAM
1366
Townsend Asset Management
North Carolina
$589K +$1.98K +4 +0.4%
CWP
1367
Concord Wealth Partners
Virginia
$589K +$23.8K +48 +4%
LFAS
1368
Level Four Advisory Services
Texas
$586K -$3.46K -7 -0.6%
AF
1369
Alerus Financial
North Dakota
$585K -$2.48M -5,022 -82%
LI
1370
Lafayette Investments
Maryland
$583K +$91K +184 +20%
JFGIW
1371
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$582K -$335K -678 -38%
HWMT
1372
Heritage Wealth Management (Texas)
Texas
$582K – – –
PWMAG
1373
Pinnacle Wealth Management Advisory Group
New Jersey
$582K +$34.6K +70 +7%
JFG
1374
Jefferies Financial Group
New York
$578K +$52.4K +106 +11%
BC
1375
Burney Company
Virginia
$578K +$240K +485 +78%
53 54
55
56 57