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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
1576
GGM Wealth Advisors
Maryland
$219K – – –
PGA
1577
Portland Global Advisors
Maine
$219K +$210K +490 New
SWM
1578
Scissortail Wealth Management
Oklahoma
$217K +$209K +486 New
HCM
1579
Hengehold Capital Management
Ohio
$217K +$1.72K +4 +0.8%
HP
1580
Hyperion Partners
Pennsylvania
$216K +$208K +484 New
TCM
1581
Tandem Capital Management
New Jersey
$215K +$204K +475 New
PPWM
1582
Paragon Private Wealth Management
Kentucky
$215K +$206K +481 New
MA
1583
MONECO Advisors
Connecticut
$214K +$206K +481 New
EWA
1584
EverSource Wealth Advisors
Alabama
$213K +$3K +7 +2%
SAF
1585
Smith Anglin Financial
Texas
$213K – – –
WB
1586
West Bancorporation
Iowa
$213K -$2.15K -5 -1%
MSAM
1587
Moloney Securities Asset Management
Missouri
$213K +$205K +477 New
WTB
1588
Washington Trust Bank
Washington
$212K -$18.4K -43 -8%
CWM
1589
Congress Wealth Management
Massachusetts
$212K +$204K +475 New
APWM
1590
Argonautica Private Wealth Management
Massachusetts
$211K – – –
ACP
1591
Aveo Capital Partners
Colorado
$211K -$15K -35 -7%
SPP
1592
Single Point Partners
Massachusetts
$210K -$2.15K -5 -1%
HI
1593
Hendershot Investments
Virginia
$210K – – –
CCM
1594
Canal Capital Management
Virginia
$209K +$201K +469 New
APP
1595
Avantax Planning Partners
Iowa
$208K +$200K +466 New
NPFS
1596
Novak & Powell Financial Services
Florida
$208K +$200K +466 New
LSA
1597
Leonteq Securities AG
Switzerland
$207K -$130K -302 -39%
TNA
1598
True North Advisors
Texas
$207K -$9.44K -22 -5%
WC
1599
Wynn Capital
Georgia
$207K +$199K +464 New
LTI
1600
Laffer Tengler Investments
Tennessee
$206K – – –
62 63
64
65 66