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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
1601
Principal Street Partners
Tennessee
$283K -$311K -581 -50%
IWN
1602
Independent Wealth Network
Iowa
$282K +$1.07K +2 +0.3%
BFG
1603
Bouchey Financial Group
New York
$282K -$3.21K -6 -1%
CWG
1604
Cornerstone Wealth Group
North Carolina
$281K – – –
BIA
1605
Bell Investment Advisors
California
$280K +$535 +1 +0.2%
MIP
1606
Marietta Investment Partners
Wisconsin
$280K +$3.21K +6 +1%
SIC
1607
Salem Investment Counselors
North Carolina
$280K -$11.2K -21 -4%
SW
1608
StrongBox Wealth
Missouri
$280K – – –
GKWIM
1609
Gerber Kawasaki Wealth & Investment Management
California
$280K +$21.4K +40 +7%
ANTB
1610
AMG National Trust Bank
Colorado
$279K – – –
PP
1611
Patten & Patten
Tennessee
$279K – – –
AC
1612
Attessa Capital
Arizona
$278K -$45.5K -85 -13%
KFS
1613
Keynote Financial Services
Connecticut
$277K – – –
KLCM
1614
KG&L Capital Management
Louisiana
$276K -$30.5K -57 -9%
SIM
1615
Stratos Investment Management
Ohio
$276K +$33.2K +62 +12%
EW
1616
Elyxium Wealth
California
$275K +$5.89K +11 +2%
MA
1617
MONECO Advisors
Connecticut
$274K -$59.4K -111 -16%
MA
1618
MJP Associates
Connecticut
$273K -$117K -218 -28%
ACA
1619
Affinity Capital Advisors
California
$273K – – –
EWS
1620
Eagle Wealth Strategies
New Jersey
$273K +$33.2K +62 +12%
FWIA
1621
Fort Washington Investment Advisors
Ohio
$273K +$89.4K +167 +42%
CMF
1622
Counterpoint Mutual Funds
California
$273K +$300K +560 New
OAM
1623
Occidental Asset Management
California
$272K +$1.61K +3 +0.5%
HAS
1624
HBW Advisory Services
California
$270K +$33.7K +63 +13%
NWAG
1625
Net Worth Advisory Group
Utah
$268K -$7.5K -14 -2%
63 64
65
66 67