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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1626
Trek Financial
Arizona
$243K -$19.8K -40 -8%
EW
1627
Elyxium Wealth
California
$243K +$233K +470 New
MSAM
1628
Moloney Securities Asset Management
Missouri
$243K -$3.46K -7 -1%
HI
1629
Hendershot Investments
Virginia
$243K – – –
CCM
1630
Canal Capital Management
Virginia
$242K – – –
EFS
1631
Essex Financial Services
Connecticut
$241K +$232K +469 New
NPFS
1632
Novak & Powell Financial Services
Florida
$240K – – –
CWM
1633
Congress Wealth Management
Massachusetts
$240K -$4.95K -10 -2%
WC
1634
Wynn Capital
Georgia
$240K – – –
MWM
1635
MGB Wealth Management
Texas
$239K – – –
RWP
1636
Revolve Wealth Partners
New Jersey
$239K +$229K +463 New
CA
1637
Cannon Advisors
North Carolina
$239K +$231K +466 New
AIA
1638
Angeles Investment Advisors
California
$239K – – –
LTI
1639
Laffer Tengler Investments
Tennessee
$239K – – –
SPP
1640
Single Point Partners
Massachusetts
$238K -$4.95K -10 -2%
RB
1641
Renasant Bank
Mississippi
$237K -$46.5K -94 -17%
AWA
1642
Arete Wealth Advisors
Illinois
$237K -$24.3K -49 -10%
GKWIM
1643
Gerber Kawasaki Wealth & Investment Management
California
$237K – – –
GWM
1644
Gitterman Wealth Management
New Jersey
$236K +$2.97K +6 +1%
C
1645
Covestor
United Kingdom
$236K -$29.2K -59 -11%
PSP
1646
Principal Street Partners
Tennessee
$236K -$3.96K -8 -1%
LI
1647
LVZ Inc
Michigan
$236K – – –
BBA
1648
Braun-Bostich & Associates
Pennsylvania
$236K +$226K +456 New
WTB
1649
Washington Trust Bank
Washington
$235K -$10.4K -21 -4%
FNWA
1650
Financial Network Wealth Advisors
Utah
$235K -$80.7K -163 -26%
64 65
66
67 68