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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
1501
Worth Financial Advisory Group
North Carolina
$225K +$202K +511 New
WIA
1502
Wetzel Investment Advisors
Indiana
$225K +$201K +510 New
LI
1503
Lafayette Investments
Maryland
$223K +$200K +506 New
KFI
1504
Key Financial Inc
Pennsylvania
$223K – – –
MAM
1505
Meeder Asset Management
Ohio
$222K +$198K +503 New
CD
1506
Chapin Davis
Maryland
$222K +$198K +503 New
FCAS
1507
First Command Advisory Services
Texas
$221K – – –
IIM
1508
Ipswich Investment Management
Massachusetts
$221K +$198K +501 New
MIM
1509
Meridiem Investment Management
United Kingdom
$220K – – –
HIGP
1510
Hill Investment Group Partners
Missouri
$220K +$197K +500 New
MIM
1511
Marco Investment Management
Georgia
$220K +$197K +500 New
WHC
1512
Wulff, Hansen & Co
California
$220K +$197K +500 New
APW
1513
Aurora Private Wealth
New Jersey
$220K +$197K +500 New
1WA
1514
180 Wealth Advisors
Washington
$220K +$199K +504 New
MBT
1515
Montecito Bank & Trust
California
$219K +$197K +498 New
FA
1516
Fermata Advisors
California
$217K -$33.9K -86 -15%
PCS
1517
Personal CFO Solutions
New Jersey
$217K +$194K +492 New
AWM
1518
Aviso Wealth Management
Washington
$217K +$194K +492 New
NRC
1519
New Republic Capital
North Carolina
$217K +$194K +492 New
SWM
1520
Scissortail Wealth Management
Oklahoma
$217K +$190K +482 New
LTI
1521
Laffer Tengler Investments
Tennessee
$215K +$10.7K +27 +6%
ACP
1522
Aveo Capital Partners
Colorado
$215K +$193K +489 New
CCA
1523
Cottonwood Capital Advisors
Utah
$215K +$193K +488 New
AWA
1524
Arete Wealth Advisors
Illinois
$214K +$191K +485 New
HCM
1525
Hengehold Capital Management
Ohio
$214K +$191K +485 New
59 60
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