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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
1651
Heritage Family Offices
Arizona
$221K +$229K +542 New
PEWA
1652
Pacific Excel Wealth Advisors
California
$221K +$229K +542 New
AA
1653
Armis Advisers
Georgia
$220K +$208K +493 New
FFB
1654
First Financial Bankshares
Texas
$219K -$13.2M -31,358 -98%
SWM
1655
SeaCrest Wealth Management
New York
$217K -$112K -265 -33%
MNBTD
1656
Moody National Bank Trust Division
Texas
$217K -$46.9K -111 -17%
DT
1657
DV Trading
Illinois
$217K -$11.8K -28 -5%
PCMC
1658
Paragon Capital Management (Colorado)
Colorado
$217K – – –
EP
1659
Edgestream Partners
New Jersey
$216K -$5.72M -13,538 -96%
ACH
1660
ArrowMark Colorado Holdings
Colorado
$216K – – –
RCG
1661
Ruane, Cunniff & Goldfarb
New York
$216K – – –
CPC
1662
Consolidated Planning Corp
Georgia
$216K +$224K +531 New
DBIA
1663
Dumont & Blake Investment Advisors
New Jersey
$216K – – –
DWM
1664
Daner Wealth Management
Georgia
$215K +$1.69K +4 +0.8%
SFGM
1665
Stonebridge Financial Group (Missouri)
Missouri
$214K -$22.4K -53 -9%
AWM
1666
Accurate Wealth Management
Florida
$214K +$2.11K +5 +1%
RCG
1667
Regatta Capital Group
California
$213K +$221K +523 New
CAC
1668
Core Alternative Capital
Georgia
$213K +$36.7K +87 +20%
OC
1669
OceanIQ Capital
California
$212K +$219K +519 New
KFS
1670
Keynote Financial Services
Connecticut
$212K – – –
FP
1671
Financial Perspectives
Minnesota
$212K – – –
RWP
1672
Revolve Wealth Partners
New Jersey
$211K +$19K +45 +9%
VA
1673
Valmark Advisers
Ohio
$211K +$13.1K +31 +6%
PSP
1674
Principal Street Partners
Tennessee
$210K -$13.1K -31 -6%
SLA
1675
Silver Lake Advisory
Utah
$210K +$422 +1 +0.2%
65 66
67
68 69