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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1426
Washington Trust Advisors
Massachusetts
$524K +$446K +902 +902%
FH
1427
FWG Holdings
Florida
$524K +$491K +992 New
SIAG
1428
Safeguard Investment Advisory Group
California
$523K +$495K +1,001 New
TS
1429
Triglav Skladi
Slovenia
$523K -$866K -1,750 -64%
HCM
1430
Helios Capital Management
Singapore
$523K +$495K +1,000 New
MAWA
1431
Moss Adams Wealth Advisors
Washington
$522K +$21.8K +44 +5%
PWAM
1432
Private Wealth Asset Management
Iowa
$518K -$10.4K -21 -2%
HI
1433
Harbour Investments
Wisconsin
$517K +$309K +624 +171%
CH
1434
Cromwell Holdings
Wyoming
$516K – – –
FNT
1435
First Nebraska Trust
Nebraska
$515K +$198K +400 +68%
FI
1436
Fosun International
China
$515K – – –
ECM
1437
Elgethun Capital Management
South Dakota
$514K – – –
GC
1438
Gilbert & Cook
Iowa
$511K -$7.92K -16 -2%
CB
1439
CNB Bank
Pennsylvania
$511K +$2.97K +6 +0.6%
PMA
1440
Prudent Man Advisors
Illinois
$509K -$3.96K -8 -0.8%
WWMP
1441
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$507K +$480K +971 New
ACP
1442
Argyle Capital Partners
California
$506K -$12.9K -26 -3%
WCM
1443
Winthrop Capital Management
Indiana
$505K -$60.9K -123 -11%
CFM
1444
Catalyst Funds Management
Australia
$502K -$267K -540 -36%
CWA
1445
Cornerstone Wealth Advisors
Minnesota
$499K – – –
AWM
1446
Accel Wealth Management
Iowa
$498K – – –
PWMG
1447
Prestige Wealth Management Group
New Jersey
$494K +$12.9K +26 +3%
CTA
1448
Clear Trail Advisors
Texas
$494K +$468K +945 New
PJWM
1449
Philip James Wealth Mangement
Georgia
$493K +$42.6K +86 +10%
SFO
1450
Stenger Family Office
Illinois
$492K -$765K -1,546 -62%
56 57
58
59 60