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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1401
Nilsine Partners
Colorado
$497K -$32.2K -63 -6%
WAM
1402
Wakefield Asset Management
Colorado
$494K +$497K +973 New
HIIFS
1403
Harel Insurance Investments & Financial Services
Israel
$494K +$209K +410 +73%
WMWM
1404
Whitaker-Myers Wealth Managers
Ohio
$494K +$497K +972 New
EFG
1405
Elm3 Financial Group
Georgia
$494K -$29.6K -58 -6%
GC
1406
Gilbert & Cook
Iowa
$491K +$511 +1 +0.1%
SCP
1407
Sivia Capital Partners
California
$489K +$20.9K +41 +4%
WHCI
1408
W.H. Cornerstone Investments
Massachusetts
$489K -$524K -1,025 -52%
4WM
1409
44 Wealth Management
Oregon
$488K +$186K +364 +61%
CFM
1410
Catalyst Funds Management
Australia
$488K -$123K -240 -20%
FFA
1411
Founders Financial Alliance
North Carolina
$488K +$111K +218 +29%
CWA
1412
Cornerstone Wealth Advisors
Minnesota
$487K +$2.04K +4 +0.4%
FIB
1413
First Interstate Bank
Montana
$484K -$11.8K -23 -2%
VCM
1414
Virtue Capital Management
Tennessee
$483K +$70K +137 +17%
SEIA
1415
Signature Estate & Investment Advisors
California
$480K +$483K +945 New
RFS
1416
Richardson Financial Services
Massachusetts
$480K -$12.3K -24 -2%
PIA
1417
Pinion Investment Advisors
Kansas
$480K +$511 +1 +0.1%
DAC
1418
Dividend Assets Capital
South Carolina
$480K -$88.9K -174 -16%
WMA
1419
West Michigan Advisors
Michigan
$479K -$18.4K -36 -4%
PTC
1420
Petrus Trust Company
Texas
$479K +$481K +942 New
IAIM
1421
International Assets Investment Management
Florida
$478K +$22K +43 +5%
SB
1422
Strategic Blueprint
Georgia
$476K +$28.6K +56 +6%
MPM
1423
Meritage Portfolio Management
Kansas
$476K -$27.1K -53 -5%
TA
1424
TFB Advisors
Kansas
$475K -$15.8K -31 -3%
PWG
1425
Portside Wealth Group
Utah
$473K +$34.7K +68 +8%
55 56
57
58 59