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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1526
Philadelphia Trust Company
Pennsylvania
$290K – – –
AF
1527
Alerus Financial
North Dakota
$290K -$72.6K -172 -19%
IFG
1528
Independent Financial Group
California
$287K -$47.3K -112 -14%
FNWM
1529
Financial Network Wealth Management
Utah
$287K – – –
NB
1530
Northwest Bancshares
Pennsylvania
$286K -$2.96K -7 -1%
AIA
1531
Accelerate Investment Advisors
California
$286K -$81.9K -194 -22%
TFM
1532
TFC Financial Management
Massachusetts
$285K -$34.6K -82 -10%
NED
1533
Nancy E. Dempze
$285K -$42.2K -100 -13%
CBB
1534
Citizens Business Bank
California
$285K – – –
AWF
1535
Alpha Wealth Funds
Utah
$285K +$296K +700 New
AP
1536
Arlington Partners
Alabama
$284K +$52.4K +124 +22%
SFC
1537
SYM Financial Corp
Indiana
$282K -$165K -390 -36%
BFA
1538
Brendel Financial Advisors
New Hampshire
$281K -$2.11K -5 -0.7%
SFO
1539
Stenger Family Office
Illinois
$281K -$85.7K -203 -23%
EP
1540
Essential Partners
California
$280K +$5.91K +14 +2%
ZBNA
1541
Zions Bancorporation, National Association
Utah
$279K -$1.57M -3,716 -84%
GS
1542
GTS Securities
Florida
$279K -$651K -1,541 -69%
CT
1543
Chicago Trust
Illinois
$278K – – –
TWM
1544
Topsail Wealth Management
North Carolina
$275K -$81.5K -193 -22%
PWG
1545
Portside Wealth Group
Utah
$274K -$52.8K -125 -16%
LCM
1546
LVM Capital Management
Michigan
$274K -$13.9K -33 -5%
MCWA
1547
Meadow Creek Wealth Advisors
Georgia
$272K -$34.2K -81 -11%
PPW
1548
Pasadena Private Wealth
California
$272K +$6.33K +15 +2%
ACA
1549
Affinity Capital Advisors
California
$271K -$5.91K -14 -2%
TFS
1550
Targeted Financial Services
Florida
$271K – – –
60 61
62
63 64