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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1451
Revisor Wealth Management
Ohio
$394K +$32K +69 +8%
NWM
1452
Northwest Wealth Management
Iowa
$393K +$429K +924 New
WCP
1453
Wick Capital Partners
Pennsylvania
$392K +$428K +922 New
AFT
1454
Alpha Family Trust
California
$391K – – –
IFU
1455
iSAM Funds (UK)
United Kingdom
$390K +$426K +917 New
MGWM
1456
Marks Group Wealth Management
Minnesota
$389K -$2.84M -6,128 -87%
BWP
1457
Balboa Wealth Partners
Arizona
$389K -$8.36K -18 -2%
CA
1458
CoreCap Advisors
Michigan
$389K +$120K +258 +39%
PWS
1459
Peterson Wealth Services
Utah
$388K +$70.6K +152 +20%
SAM
1460
Strategy Asset Managers
California
$387K +$17.6K +38 +4%
HH
1461
Hilltop Holdings
Texas
$386K -$5.4M -11,628 -93%
SB
1462
Strategic Blueprint
Georgia
$385K -$464 -1 -0.1%
JTWM
1463
Jackson Thornton Wealth Management
Alabama
$385K +$430K +927 New
EFS
1464
Essex Financial Services
Connecticut
$385K +$175K +376 +71%
PCM
1465
Polymer Capital Management
New York
$383K -$830K -1,788 -67%
FFA
1466
Founders Financial Alliance
North Carolina
$382K +$143K +309 +52%
WI
1467
Wealth Intelligence
Georgia
$382K +$22.3K +48 +6%
AIA
1468
Accelerate Investment Advisors
California
$381K +$15.8K +34 +4%
QC
1469
Quent Capital
New York
$381K -$126K -271 -23%
SFO
1470
Stenger Family Office
Illinois
$380K -$22.3K -48 -5%
FFA
1471
Fi3 Financial Advisors
Indiana
$380K +$415K +893 New
KCP
1472
Kera Capital Partners
California
$380K +$415K +893 New
AWM
1473
Ariadne Wealth Management
California
$377K +$105K +227 +34%
SA
1474
Sovran Advisors
California
$376K +$36.7K +79 +10%
ZIM
1475
Zacks Investment Management
Illinois
$376K +$1.86K +4 +0.5%
57 58
59
60 61