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S&P Global
SPGI

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