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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1376
Wallace Advisory Group
California
$483K -$29.5K -55 -6%
AA
1377
Advisory Alpha
Michigan
$481K +$274K +512 +103%
CH
1378
Cromwell Holdings
Wyoming
$480K – – –
AWM
1379
Axxcess Wealth Management
California
$480K -$222K -415 -30%
CRI
1380
Colonial River Investments
Virginia
$480K -$1.61K -3 -0.3%
ECM
1381
Elgethun Capital Management
South Dakota
$479K – – –
FI
1382
Fosun International
China
$479K – – –
JWCA
1383
J.W. Cole Advisors
Florida
$479K +$105K +196 +25%
PMA
1384
Prudent Man Advisors
Illinois
$478K -$527K -984 -50%
CFFP
1385
Center for Financial Planning
Michigan
$476K -$781K -1,459 -60%
FB
1386
Fulton Bank
Pennsylvania
$475K -$81.9K -153 -14%
CB
1387
CNB Bank
Pennsylvania
$473K -$4.28K -8 -0.8%
MWM
1388
Modera Wealth Management
New Jersey
$470K +$3.21K +6 +0.6%
GFA
1389
Gallagher Fiduciary Advisors
Illinois
$468K -$71.8K -134 -12%
AWA
1390
Arete Wealth Advisors
Illinois
$466K +$4.28K +8 +0.8%
PFG
1391
PAX Financial Group
Texas
$466K +$9.1K +17 +2%
SLG
1392
Stanley-Laman Group
Pennsylvania
$465K -$272K -508 -35%
MAWA
1393
Moss Adams Wealth Advisors
Washington
$465K +$9.64K +18 +2%
CWA
1394
Cornerstone Wealth Advisors
Minnesota
$465K – – –
3IP
1395
3Chopt Investment Partners
Virginia
$465K +$31.6K +59 +7%
AWM
1396
Accel Wealth Management
Iowa
$463K -$53.5K -100 -10%
ZIM
1397
Zacks Investment Management
Illinois
$463K +$253K +473 +99%
SL
1398
Summitry LLC
California
$462K +$35.3K +66 +7%
BWP
1399
Balboa Wealth Partners
Arizona
$462K -$5.36K -10 -1%
FWA
1400
FSM Wealth Advisors
Ohio
$461K +$56.2K +105 +12%
54 55
56
57 58