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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1376
HeadInvest LLC
Maine
$518K – – –
CB
1377
CNB Bank
Pennsylvania
$516K -$22.5K -45 -4%
RFS
1378
Richardson Financial Services
Massachusetts
$516K +$15K +30 +3%
ALA
1379
Atlas Legacy Advisors
California
$511K -$51.4K -103 -10%
SFS
1380
Sowell Financial Services
Arkansas
$510K +$21K +42 +5%
ECM
1381
Eisler Capital Management
United Kingdom
$509K -$390K -782 -45%
RZH
1382
Relyea Zuckerberg Hanson
Connecticut
$508K +$20.5K +41 +4%
MCI
1383
MRP Capital Investments
Georgia
$508K -$49.9K -100 -9%
DWM
1384
Destination Wealth Management
California
$507K +$78.4K +157 +20%
MWM
1385
Modera Wealth Management
New Jersey
$506K -$11.5K -23 -2%
BWP
1386
Balboa Wealth Partners
Arizona
$505K -$42.9K -86 -8%
CWA
1387
Cornerstone Wealth Advisors
Minnesota
$504K -$2K -4 -0.4%
WWM
1388
Whalen Wealth Management
Nevada
$503K +$476K +954 New
SEIA
1389
Signature Estate & Investment Advisors
California
$503K +$3.99K +8 +0.8%
CCA
1390
Childress Capital Advisors
Texas
$501K +$58.9K +118 +14%
AWA
1391
Arete Wealth Advisors
Illinois
$500K -$183K -367 -28%
EP
1392
Essential Partners
California
$500K +$473K +948 New
DAC
1393
Dividend Assets Capital
South Carolina
$499K +$998 +2 +0.2%
PIA
1394
Pinion Investment Advisors
Kansas
$497K -$499 -1 -0.1%
SYBT
1395
Stock Yards Bank & Trust
Kentucky
$497K -$110K -221 -19%
PFG
1396
PAX Financial Group
Texas
$496K -$54.4K -109 -10%
WMA
1397
West Michigan Advisors
Michigan
$495K -$2K -4 -0.4%
WFA
1398
Wellspring Financial Advisors
Ohio
$494K +$152K +305 +48%
MAWA
1399
Moss Adams Wealth Advisors
Washington
$494K +$51.9K +104 +12%
FIB
1400
First Interstate Bank
Montana
$494K -$7.49K -15 -2%
54 55
56
57 58