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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
QFW
1351
QTR Family Wealth
Florida
$502K +$549K +1,182 New
WWC
1352
Waypoint Wealth Counsel
Georgia
$502K +$548K +1,180 New
XWL
1353
XXI Wealth LLC
Illinois
$498K -$127K -274 -19%
PWM
1354
Paulson Wealth Management
Illinois
$498K – – –
NWMG
1355
National Wealth Management Group
Ohio
$496K -$99.4K -214 -16%
EFM
1356
E Fund Management
China
$496K +$541K +1,166 New
JF
1357
Jericho Financial
Ohio
$495K -$90.5K -195 -14%
AWM
1358
Angeles Wealth Management
California
$494K +$65K +140 +14%
TSW
1359
Thompson Siegel & Walmsley
Virginia
$494K +$539K +1,161 New
BWA
1360
Basecamp Wealth Advisors
Washington
$493K +$3.71K +8 +0.7%
SPC
1361
Sigma Planning Corp
Michigan
$492K +$37.6K +81 +8%
HCM
1362
Howard Capital Management
Georgia
$491K -$522K -1,124 -49%
EV
1363
EJMK Ventures
Illinois
$489K -$259K -558 -33%
LFAS
1364
Level Four Advisory Services
Texas
$487K +$11.1K +24 +2%
WC
1365
Woodstock Corp
Massachusetts
$484K -$5.57K -12 -1%
AAM
1366
AR Asset Management
California
$482K +$526K +1,133 New
PWM
1367
Peck Wealth Management
New York
$481K -$46.4K -100 -8%
ALA
1368
Atlas Legacy Advisors
California
$480K -$151K -325 -22%
OL
1369
Optas LLC
Texas
$479K -$7.43K -16 -1%
EFG
1370
Embree Financial Group
Illinois
$478K +$15.8K +34 +3%
IP
1371
Indivisible Partners
Florida
$478K -$594K -1,280 -53%
DMBA
1372
Deseret Mutual Benefit Administrators
Utah
$473K +$305K +658 +145%
ESBC
1373
E.S. Barr & Co
Kentucky
$468K – – –
PCM
1374
Permanent Capital Management
Illinois
$467K -$272K -585 -35%
CAM
1375
Cidel Asset Management
Ontario, Canada
$466K +$136K +292 +36%
53 54
55
56 57