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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1526
Affinity Capital Advisors
California
$303K – – –
4WM
1527
44 Wealth Management
Oregon
$303K +$293K +593 New
NWAG
1528
Net Worth Advisory Group
Utah
$303K +$290K +586 New
CSPAM
1529
Cary Street Partners Asset Management
Virginia
$302K +$23.3K +47 +9%
IWA
1530
IVC Wealth Advisors
Pennsylvania
$301K – – –
MCM
1531
Mitchell Capital Management
Kansas
$300K +$495 +1 +0.2%
NC
1532
Napatree Capital
Rhode Island
$300K +$288K +581 New
NW
1533
Naviter Wealth
Arkansas
$300K +$288K +581 New
WI
1534
WrapManager Inc
California
$300K -$37.6K -76 -12%
NFC
1535
Northeast Financial Consultants
Connecticut
$299K +$7.42K +15 +3%
CAMV
1536
Concord Asset Management (Virginia)
Virginia
$299K +$14.4K +29 +5%
CFP
1537
Cascade Financial Partners
California
$298K – – –
KFI
1538
Key Financial Inc
Pennsylvania
$298K +$2.97K +6 +1%
BFG
1539
Bouchey Financial Group
New York
$298K +$5.94K +12 +2%
SW
1540
StrongBox Wealth
Missouri
$297K – – –
AIA
1541
Accelerate Investment Advisors
California
$296K +$284K +573 New
JMFC
1542
J.M. Forbes & Co
Massachusetts
$294K – – –
PPWM
1543
Paragon Private Wealth Management
Kentucky
$293K +$43.1K +87 +18%
FNT
1544
First Nebraska Trust
Nebraska
$293K – – –
ANTB
1545
AMG National Trust Bank
Colorado
$291K -$45K -91 -14%
SIC
1546
Salem Investment Counselors
North Carolina
$290K +$2.47K +5 +0.9%
DBIA
1547
Dumont & Blake Investment Advisors
New Jersey
$290K -$278K -562 -50%
GC
1548
Grimes & Company
Massachusetts
$290K +$29.7K +60 +12%
APP
1549
Avantax Planning Partners
Iowa
$289K +$46.5K +94 +20%
SEA
1550
Stegent Equity Advisors
Texas
$288K -$45K -91 -14%
60 61
62
63 64