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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1501
Wetzel Investment Advisors
Indiana
$225K +$201K +510 New
LI
1502
Lafayette Investments
Maryland
$223K +$200K +506 New
KFI
1503
Key Financial Inc
Pennsylvania
$223K – – –
MAM
1504
Meeder Asset Management
Ohio
$222K +$198K +503 New
CD
1505
Chapin Davis
Maryland
$222K +$198K +503 New
FCAS
1506
First Command Advisory Services
Texas
$221K – – –
IIM
1507
Ipswich Investment Management
Massachusetts
$221K +$198K +501 New
MIM
1508
Meridiem Investment Management
United Kingdom
$220K – – –
HIGP
1509
Hill Investment Group Partners
Missouri
$220K +$197K +500 New
MIM
1510
Marco Investment Management
Georgia
$220K +$197K +500 New
WHC
1511
Wulff, Hansen & Co
California
$220K +$197K +500 New
APW
1512
Aurora Private Wealth
New Jersey
$220K +$197K +500 New
1WA
1513
180 Wealth Advisors
Washington
$220K +$199K +504 New
MBT
1514
Montecito Bank & Trust
California
$219K +$197K +498 New
FA
1515
Fermata Advisors
California
$217K -$33.9K -86 -15%
PCS
1516
Personal CFO Solutions
New Jersey
$217K +$194K +492 New
AWM
1517
Aviso Wealth Management
Washington
$217K +$194K +492 New
NRC
1518
New Republic Capital
North Carolina
$217K +$194K +492 New
SWM
1519
Scissortail Wealth Management
Oklahoma
$217K +$190K +482 New
LTI
1520
Laffer Tengler Investments
Tennessee
$215K +$10.7K +27 +6%
ACP
1521
Aveo Capital Partners
Colorado
$215K +$193K +489 New
CCA
1522
Cottonwood Capital Advisors
Utah
$215K +$193K +488 New
AWA
1523
Arete Wealth Advisors
Illinois
$214K +$191K +485 New
HCM
1524
Hengehold Capital Management
Ohio
$214K +$191K +485 New
RDWM
1525
Red Door Wealth Management
Tennessee
$214K -$35.9K -91 -16%
59 60
61
62 63