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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
1401
Moneta Group Investment Advisors
Missouri
$393K -$16K -38 -4%
MGWM
1402
Marks Group Wealth Management
Minnesota
$391K +$19.4K +46 +5%
CWP
1403
Curated Wealth Partners
California
$391K +$91.6K +217 +29%
HWMT
1404
Heritage Wealth Management (Texas)
Texas
$391K – – –
BAM
1405
Blueshift Asset Management
New Jersey
$391K +$405K +960 New
BWP
1406
Balboa Wealth Partners
Arizona
$390K +$18.2K +43 +5%
CWA
1407
Cornerstone Wealth Advisors
Minnesota
$389K – – –
SI
1408
Scharf Investments
California
$389K -$909K -2,152 -69%
FG
1409
Fiduciary Group
Georgia
$387K -$36.7K -87 -8%
BS
1410
Banco Santander
Spain
$385K -$2.24M -5,308 -84%
IIL
1411
Income Insurance Ltd
$383K – – –
ST
1412
Smithfield Trust
Pennsylvania
$382K -$12.2K -29 -3%
CCA
1413
Childress Capital Advisors
Texas
$381K -$29.1K -69 -7%
BOSSRA
1414
B.O.S.S. Retirement Advisors
Utah
$381K -$181K -429 -31%
VAG
1415
VisionPoint Advisory Group
Texas
$381K +$39.3K +93 +11%
IAIM
1416
International Assets Investment Management
Florida
$381K -$29.6K -70 -7%
GBT
1417
Grove Bank & Trust
Florida
$379K -$16.5K -39 -4%
SIA
1418
SGL Investment Advisors
Montana
$376K +$104K +246 +37%
RIG
1419
RiverFront Investment Group
Virginia
$373K +$128K +304 +50%
PWS
1420
Peterson Wealth Services
Utah
$373K +$1.27K +3 +0.3%
CAG
1421
Csenge Advisory Group
Florida
$372K -$19K -45 -5%
CTA
1422
Clear Trail Advisors
Texas
$371K -$6.33K -15 -2%
IG
1423
ING Group
Netherlands
$370K -$5.49M -12,990 -93%
SA
1424
Sovran Advisors
California
$370K -$422 -1 -0.1%
CFO
1425
Cambient Family Office
Michigan
$369K -$11K -26 -3%
55 56
57
58 59