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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GRR
1526
Golden Reserve Retirement
Ohio
$347K +$378K +815 New
GAG
1527
Goodman Advisory Group
Massachusetts
$346K +$284K +611 +301%
PHS
1528
Pekin Hardy Strauss
Illinois
$345K -$2.79K -6 -0.7%
IRC
1529
Investors Research Corp
Georgia
$345K +$360K +775 +2,095%
MWM
1530
Modera Wealth Management
New Jersey
$344K -$39.5K -85 -10%
EFG
1531
Ethos Financial Group
Pennsylvania
$344K +$16.7K +36 +5%
CW
1532
Channel Wealth
California
$343K +$375K +807 New
CFSG
1533
Community Financial Services Group
Vermont
$343K +$60.8K +131 +19%
MCM
1534
Manchester Capital Management
Vermont
$341K -$11.6K -25 -3%
NED
1535
Nancy E. Dempze
$340K – – –
PWG
1536
Portside Wealth Group
Utah
$340K -$98.4K -212 -21%
SWM
1537
SeaCrest Wealth Management
New York
$339K -$148K -318 -28%
CA
1538
Centerpoint Advisors
Massachusetts
$339K -$27.9K -60 -7%
MAWA
1539
Moss Adams Wealth Advisors
Washington
$339K -$94.2K -203 -20%
OP
1540
Oslo Pensjonsforsikring
$336K +$107K +231 +41%
CA
1541
Cache Advisors
California
$336K – – –
AT
1542
Avalon Trust
New Mexico
$335K -$26.9K -58 -7%
AMCA
1543
Arthur M. Cohen & Associates
Illinois
$335K – – –
MCCA
1544
Mill Creek Capital Advisors
Pennsylvania
$334K +$20.9K +45 +6%
CCWP
1545
Cedar Cove Wealth Partners
Minnesota
$333K -$10.7K -23 -3%
TFM
1546
TFC Financial Management
Massachusetts
$333K – – –
SG
1547
Somerset Group
Minnesota
$332K – – –
AWC
1548
Abundance Wealth Counselors
Pennsylvania
$332K +$362K +780 New
AC
1549
Apella Capital
Connecticut
$332K +$156K +337 +82%
CCMG
1550
Clark Capital Management Group
Pennsylvania
$331K +$32K +69 +10%
60 61
62
63 64