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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1401
Moss Adams Wealth Advisors
Washington
$494K +$51.9K +104 +12%
FIB
1402
First Interstate Bank
Montana
$494K -$7.49K -15 -2%
NAG
1403
Northstar Advisory Group
New Jersey
$494K +$9.48K +19 +2%
AWM
1404
Ameliora Wealth Management
Switzerland
$494K -$225K -450 -32%
MPM
1405
Meritage Portfolio Management
Kansas
$494K – – –
WAG
1406
Wallace Advisory Group
California
$493K -$53.4K -107 -10%
OL
1407
Optas LLC
Texas
$492K +$15.5K +31 +3%
4WM
1408
44 Wealth Management
Oregon
$492K -$14.5K -29 -3%
BFM
1409
Boothbay Fund Management
New York
$487K +$461K +924 New
OP
1410
ORG Partners
Indiana
$487K +$149K +299 +48%
MSCM
1411
McElhenny Sheffield Capital Management
Texas
$486K +$460K +922 New
XF
1412
XML Financial
Maryland
$486K +$25K +50 +6%
AFT
1413
Alpha Family Trust
California
$485K – – –
WWM
1414
Wolff Wiese Magana
California
$484K +$48.4K +97 +12%
JFGIW
1415
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$484K -$87.3K -175 -16%
WAM
1416
Wakefield Asset Management
Colorado
$481K -$29.9K -60 -6%
PWMG
1417
Prestige Wealth Management Group
New Jersey
$481K -$33.9K -68 -7%
FG
1418
Fiduciary Group
Georgia
$480K -$8.98K -18 -2%
EA
1419
Emerald Advisers
Pennsylvania
$480K +$8.98K +18 +2%
CCA
1420
Catalyst Capital Advisors
New York
$478K +$190K +380 +72%
SS
1421
Sunbelt Securities
Texas
$478K +$427K +855 +822%
SB
1422
Strategic Blueprint
Georgia
$477K -$16.5K -33 -4%
TA
1423
TFB Advisors
Kansas
$475K -$17K -34 -4%
MSS
1424
Mitchell Sinkler & Starr
Pennsylvania
$473K – – –
3IP
1425
3Chopt Investment Partners
Virginia
$472K -$75.9K -152 -15%
55 56
57
58 59