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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
1426
ORG Partners
Indiana
$421K +$89.8K +177 +27%
CF
1427
Convergence Financial
Missouri
$419K -$18.8K -37 -4%
CAL
1428
Capital Advisors Ltd
Ohio
$419K +$1.01K +2 +0.2%
NI
1429
Natural Investments
California
$419K +$427K +842 New
CAAS
1430
Capital Asset Advisory Services
Michigan
$419K +$14.7K +29 +4%
HFM
1431
Hartford Funds Management
Pennsylvania
$416K +$35K +69 +9%
SRL
1432
Scientech Research LLC
New Jersey
$415K +$423K +833 New
LW
1433
Linscomb Wealth
Texas
$414K -$2.54K -5 -0.6%
GBT
1434
Grove Bank & Trust
Florida
$412K +$50.7K +100 +14%
APW
1435
Acima Private Wealth
Virginia
$411K – – –
JIC
1436
Joel Isaacson & Co
New York
$410K – – –
LA
1437
Legacy Advisors
Pennsylvania
$409K +$11.7K +23 +3%
KLCM
1438
KG&L Capital Management
Louisiana
$408K +$114K +225 +38%
LNB
1439
Ledyard National Bank
$408K +$7.1K +14 +2%
BWG
1440
Berry Wealth Group
Texas
$405K +$28.9K +57 +8%
VCM
1441
Virtue Capital Management
Tennessee
$405K -$47.7K -94 -10%
ECM
1442
Eisler Capital Management
United Kingdom
$403K +$414K +815 New
LCM
1443
Legato Capital Management
California
$402K -$460K -907 -53%
USCWA
1444
U.S. Capital Wealth Advisors
Texas
$400K +$105K +206 +34%
BFO
1445
Biltmore Family Office
North Carolina
$400K +$33.5K +66 +9%
NED
1446
Nancy E. Dempze
$398K – – –
CCA
1447
Childress Capital Advisors
Texas
$397K +$1.52K +3 +0.4%
PHS
1448
Pekin Hardy Strauss
Illinois
$397K – – –
WA
1449
Waddell & Associates
Tennessee
$397K – – –
NCFG
1450
New Century Financial Group
New Jersey
$395K -$86.3K -170 -18%
56 57
58
59 60