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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1401
Modera Wealth Management
New Jersey
$500K -$86.4K -169 -15%
HL
1402
HeadInvest LLC
Maine
$499K -$7.66K -15 -2%
PWMG
1403
Prestige Wealth Management Group
New Jersey
$498K +$11.2K +22 +2%
NP
1404
Nilsine Partners
Colorado
$497K -$32.2K -63 -6%
WAM
1405
Wakefield Asset Management
Colorado
$494K +$497K +973 New
HIIFS
1406
Harel Insurance Investments & Financial Services
Israel
$494K +$209K +410 +73%
WMWM
1407
Whitaker-Myers Wealth Managers
Ohio
$494K +$497K +972 New
EFG
1408
Elm3 Financial Group
Georgia
$494K -$29.6K -58 -6%
GC
1409
Gilbert & Cook
Iowa
$491K +$511 +1 +0.1%
SCP
1410
Sivia Capital Partners
California
$489K +$20.9K +41 +4%
WHCI
1411
W.H. Cornerstone Investments
Massachusetts
$489K -$524K -1,025 -52%
4WM
1412
44 Wealth Management
Oregon
$488K +$186K +364 +61%
CFM
1413
Catalyst Funds Management
Australia
$488K -$123K -240 -20%
FFA
1414
Founders Financial Alliance
North Carolina
$488K +$111K +218 +29%
CWA
1415
Cornerstone Wealth Advisors
Minnesota
$487K +$2.04K +4 +0.4%
FIB
1416
First Interstate Bank
Montana
$484K -$11.8K -23 -2%
VCM
1417
Virtue Capital Management
Tennessee
$483K +$70K +137 +17%
SEIA
1418
Signature Estate & Investment Advisors
California
$480K +$483K +945 New
RFS
1419
Richardson Financial Services
Massachusetts
$480K -$12.3K -24 -2%
PIA
1420
Pinion Investment Advisors
Kansas
$480K +$511 +1 +0.1%
DAC
1421
Dividend Assets Capital
South Carolina
$480K -$88.9K -174 -16%
WMA
1422
West Michigan Advisors
Michigan
$479K -$18.4K -36 -4%
PTC
1423
Petrus Trust Company
Texas
$479K +$481K +942 New
IAIM
1424
International Assets Investment Management
Florida
$478K +$22K +43 +5%
SB
1425
Strategic Blueprint
Georgia
$476K +$28.6K +56 +6%
55 56
57
58 59