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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
1826
Reflection Asset Management
South Carolina
$230K +$218K +441 New
FPW
1827
Flywheel Private Wealth
California
$230K – – –
VBCG
1828
Valley Brook Capital Group
Pennsylvania
$230K – – –
CF
1829
Claris Financial
Virginia
$229K – – –
VA
1830
Valmark Advisers
Ohio
$229K -$89.1K -180 -29%
LWM
1831
Lionshead Wealth Management
New York
$229K -$1.48K -3 -0.7%
WWM
1832
Westwood Wealth Management
California
$229K +$217K +438 New
CA
1833
Crewe Advisors
Utah
$227K +$55.9K +113 +35%
MA
1834
MCF Advisors
Kentucky
$227K +$138K +278 +178%
ACA
1835
Anchor Capital Advisors
Massachusetts
$227K -$134K -270 -38%
PA
1836
PFW Advisors
Georgia
$227K -$21.3K -43 -9%
AF
1837
ASL Financial
California
$227K +$215K +434 New
DE
1838
DV Equities
Illinois
$227K +$215K +434 New
MLL
1839
Moody Lynn & Lieberson
Massachusetts
$226K -$990 -2 -0.5%
LSPW
1840
Lake Street Private Wealth
Illinois
$225K +$1.48K +3 +0.7%
MFP
1841
Meramec Financial Planners
Missouri
$225K +$254K +513 New
GWANC
1842
Guardian Wealth Advisors (North Carolina)
North Carolina
$225K -$12.4K -25 -5%
AWM
1843
Athena Wealth Management
Nevada
$224K +$212K +429 New
ML
1844
McAdam LLC
Pennsylvania
$223K +$6.43K +13 +3%
APM
1845
a16z Perennial Management
California
$223K +$211K +426 New
DIM
1846
Delta Investment Management
California
$221K -$33.2K -67 -14%
EPAM
1847
Evelyn Partners Asset Management
$221K +$82.1K +166 +65%
SPP
1848
Single Point Partners
Massachusetts
$221K -$9.9K -20 -5%
PIA
1849
Pinion Investment Advisors
Kansas
$220K -$20.8K -42 -9%
HPA
1850
High Probability Advisors
New York
$219K – – –
72 73
74
75 76