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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
1401
Alpha Family Trust
California
$458K – – –
SEEDPG
1402
S.E.E.D. Planning Group
New York
$458K +$466K +919 New
HCMG
1403
Howard Capital Management Group
California
$454K – – –
JFGIW
1404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$453K -$203K -401 -32%
LA
1405
LM Advisors
California
$451K – – –
CWM
1406
Cornerstone Wealth Management
Missouri
$450K -$9.13K -18 -2%
FPAS
1407
Focus Partners Advisor Solutions
Missouri
$448K +$457K +900 New
MSS
1408
Mitchell Sinkler & Starr
Pennsylvania
$447K – – –
SWA
1409
Stratos Wealth Advisors
Ohio
$446K +$145K +286 +47%
MAWA
1410
Moss Adams Wealth Advisors
Washington
$446K +$39.1K +77 +9%
IAIM
1411
International Assets Investment Management
Florida
$444K -$3.55K -7 -0.8%
FNWM
1412
Financial Network Wealth Management
Utah
$443K – – –
ACP
1413
Argyle Capital Partners
California
$443K +$451K +889 New
PPP
1414
Private Portfolio Partners
New Jersey
$441K – – –
CWP
1415
Concord Wealth Partners
Virginia
$440K +$60.4K +119 +16%
SB
1416
Strategic Blueprint
Georgia
$439K -$3.55K -7 -0.8%
HFRG
1417
Houlihan Financial Resource Group
Virginia
$438K – – –
JSC
1418
Jackson Square Capital
California
$437K – – –
FA
1419
FDx Advisors
Illinois
$436K -$6.09K -12 -1%
ACIM
1420
Azimuth Capital Investment Management
Michigan
$436K – – –
GDP
1421
Great Diamond Partners
Maine
$434K -$1.01K -2 -0.2%
PWG
1422
Portside Wealth Group
Utah
$430K +$5.07K +10 +1%
SL
1423
Summitry LLC
California
$427K -$4.06K -8 -0.9%
AWA
1424
AGH Wealth Advisors
Kansas
$425K +$433K +853 New
MGIA
1425
Matthew Goff Investment Advisor
Texas
$423K +$6.6K +13 +2%
55 56
57
58 59