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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1351
AssuredPartners Investment Advisors
Florida
$504K -$246K -529 -31%
HA
1352
Harfst & Associates
Wyoming
$504K -$857K -1,845 -61%
QFW
1353
QTR Family Wealth
Florida
$502K +$549K +1,182 New
WWC
1354
Waypoint Wealth Counsel
Georgia
$502K +$548K +1,180 New
XWL
1355
XXI Wealth LLC
Illinois
$498K -$127K -274 -19%
PWM
1356
Paulson Wealth Management
Illinois
$498K – – –
NWMG
1357
National Wealth Management Group
Ohio
$496K -$99.4K -214 -16%
EFM
1358
E Fund Management
China
$496K +$541K +1,166 New
JF
1359
Jericho Financial
Ohio
$495K -$90.5K -195 -14%
AWM
1360
Angeles Wealth Management
California
$494K +$65K +140 +14%
TSW
1361
Thompson Siegel & Walmsley
Virginia
$494K +$539K +1,161 New
BWA
1362
Basecamp Wealth Advisors
Washington
$493K +$3.71K +8 +0.7%
SPC
1363
Sigma Planning Corp
Michigan
$492K +$37.6K +81 +8%
HCM
1364
Howard Capital Management
Georgia
$491K -$522K -1,124 -49%
EV
1365
EJMK Ventures
Illinois
$489K -$259K -558 -33%
LFAS
1366
Level Four Advisory Services
Texas
$487K +$11.1K +24 +2%
WC
1367
Woodstock Corp
Massachusetts
$484K -$5.57K -12 -1%
AAM
1368
AR Asset Management
California
$482K +$526K +1,133 New
PWM
1369
Peck Wealth Management
New York
$481K -$46.4K -100 -8%
ALA
1370
Atlas Legacy Advisors
California
$480K -$151K -325 -22%
OL
1371
Optas LLC
Texas
$479K -$7.43K -16 -1%
EFG
1372
Embree Financial Group
Illinois
$478K +$15.8K +34 +3%
IP
1373
Indivisible Partners
Florida
$478K -$594K -1,280 -53%
DMBA
1374
Deseret Mutual Benefit Administrators
Utah
$473K +$305K +658 +145%
ESBC
1375
E.S. Barr & Co
Kentucky
$468K – – –
53 54
55
56 57