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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1376
Cornerstone Wealth Group
North Carolina
$358K +$344K +802 New
1WA
1377
180 Wealth Advisors
Washington
$356K -$6.86K -16 -2%
FNWM
1378
Financial Network Wealth Management
Utah
$356K +$343K +800 New
PHS
1379
Pekin Hardy Strauss
Illinois
$355K – – –
WA
1380
Waddell & Associates
Tennessee
$355K – – –
CAL
1381
Capital Advisors Ltd
Ohio
$355K +$13.3K +31 +4%
FCM
1382
Fourpath Capital Management
Oklahoma
$354K +$858 +2 +0.3%
CCA
1383
Childress Capital Advisors
Texas
$353K +$4.72K +11 +1%
NCFG
1384
New Century Financial Group
New Jersey
$351K +$70.8K +165 +26%
G
1385
Gainplan
Michigan
$351K +$23.2K +54 +7%
PWG
1386
Portside Wealth Group
Utah
$350K -$33.9K -79 -9%
ACIM
1387
Azimuth Capital Investment Management
Michigan
$346K – – –
BB
1388
Burford Brothers
Texas
$344K – – –
SIC
1389
Samalin Investment Counsel
New York
$344K +$75.9K +177 +30%
KFS
1390
Keynote Financial Services
Connecticut
$343K – – –
TAM
1391
Taurus Asset Management
New York
$342K – – –
MFA
1392
Mayflower Financial Advisors
Massachusetts
$341K +$12.4K +29 +4%
SGI
1393
Summit Global Investments
Utah
$341K -$247K -575 -43%
IC
1394
Inscription Capital
Texas
$341K -$135K -315 -29%
DWM
1395
Destination Wealth Management
California
$340K -$1.72K -4 -0.5%
BWG
1396
Berry Wealth Group
Texas
$340K +$34.8K +81 +12%
CWP
1397
Concord Wealth Partners
Virginia
$339K -$429 -1 -0.1%
H
1398
HoyleCohen
California
$335K – – –
VCM
1399
Violich Capital Management
California
$335K – – –
LP
1400
LB Partners
Virginia
$335K – – –
54 55
56
57 58