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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
1601
Independent Wealth Network
Iowa
$305K +$14.5K +29 +5%
CWG
1602
Cornerstone Wealth Group
North Carolina
$304K +$21.5K +43 +8%
BIA
1603
Bell Investment Advisors
California
$303K -$25.5K -51 -8%
SW
1604
StrongBox Wealth
Missouri
$303K – – –
PP
1605
Patten & Patten
Tennessee
$302K -$13.5K -27 -5%
ACA
1606
Affinity Capital Advisors
California
$302K -$6.99K -14 -2%
ANTB
1607
AMG National Trust Bank
Colorado
$302K -$4.99K -10 -2%
MMA
1608
Mizuho Markets Americas
New York
$302K -$949K -1,902 -77%
GVAG
1609
Great Valley Advisor Group
Delaware
$301K -$499 -1 -0.2%
KFS
1610
Keynote Financial Services
Connecticut
$301K -$34.9K -70 -11%
MIP
1611
Marietta Investment Partners
Wisconsin
$301K – – –
GA
1612
Goldstein Advisors
Wisconsin
$300K -$11K -22 -4%
EL
1613
EWA LLC
Pennsylvania
$299K +$13.5K +27 +5%
FNT
1614
First Nebraska Trust
Nebraska
$299K – – –
NWAG
1615
Net Worth Advisory Group
Utah
$299K +$6.99K +14 +3%
CPA
1616
Capital Performance Advisors
California
$298K +$281K +564 New
RFW
1617
Rainier Family Wealth
Washington
$293K -$33.4K -67 -11%
OAM
1618
Occidental Asset Management
California
$293K +$7.99K +16 +3%
EW
1619
Elyxium Wealth
California
$293K +$11.5K +23 +4%
AWP
1620
Ascent Wealth Partners
New York
$292K -$78.4K -157 -22%
FI
1621
FWG Investments
Kentucky
$291K +$275K +552 New
AFA
1622
AA Financial Advisors
Ohio
$291K +$275K +551 New
CWM
1623
Compass Wealth Management
Connecticut
$290K -$51.4K -103 -16%
VEA
1624
Virtus ETF Advisers
New York
$290K – – –
RA
1625
RFG Advisory
Alabama
$290K -$11K -22 -4%
63 64
65
66 67