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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1826
Claris Financial
Virginia
$229K – – –
VA
1827
Valmark Advisers
Ohio
$229K -$89.1K -180 -29%
LWM
1828
Lionshead Wealth Management
New York
$229K -$1.48K -3 -0.7%
WWM
1829
Westwood Wealth Management
California
$229K +$217K +438 New
CA
1830
Crewe Advisors
Utah
$227K +$55.9K +113 +35%
MA
1831
MCF Advisors
Kentucky
$227K +$138K +278 +178%
ACA
1832
Anchor Capital Advisors
Massachusetts
$227K -$134K -270 -38%
PA
1833
PFW Advisors
Georgia
$227K -$21.3K -43 -9%
AF
1834
ASL Financial
California
$227K +$215K +434 New
DE
1835
DV Equities
Illinois
$227K +$215K +434 New
MLL
1836
Moody Lynn & Lieberson
Massachusetts
$226K -$990 -2 -0.5%
LSPW
1837
Lake Street Private Wealth
Illinois
$225K +$1.48K +3 +0.7%
MFP
1838
Meramec Financial Planners
Missouri
$225K +$254K +513 New
GWANC
1839
Guardian Wealth Advisors (North Carolina)
North Carolina
$225K -$12.4K -25 -5%
AWM
1840
Athena Wealth Management
Nevada
$224K +$212K +429 New
ML
1841
McAdam LLC
Pennsylvania
$223K +$6.43K +13 +3%
APM
1842
a16z Perennial Management
California
$223K +$211K +426 New
DIM
1843
Delta Investment Management
California
$221K -$33.2K -67 -14%
EPAM
1844
Evelyn Partners Asset Management
$221K +$82.1K +166 +65%
SPP
1845
Single Point Partners
Massachusetts
$221K -$9.9K -20 -5%
PIA
1846
Pinion Investment Advisors
Kansas
$220K -$20.8K -42 -9%
HPA
1847
High Probability Advisors
New York
$219K – – –
FAN
1848
Financial Advisors Network
California
$218K – – –
KFA
1849
Kapstone Financial Advisors
Ohio
$217K – – –
AGP
1850
Aspire Growth Partners
Florida
$217K +$495 +1 +0.2%
72 73
74
75 76