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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
1851
Pension & Wealth Management Advisors
Massachusetts
$113K +$20.9K +45 +21%
WSFG
1852
Wall Street Financial Group
Illinois
$112K +$123K +264 New
SOW
1853
State of Wyoming
Wyoming
$112K +$57.6K +124 +89%
GA
1854
GoalVest Advisory
New York
$111K – – –
WA
1855
Westfuller Advisors
New York
$111K -$62.2K -134 -34%
NS
1856
NBC Securities
Alabama
$110K -$66.9K -144 -36%
HCM
1857
Hollencrest Capital Management
California
$109K +$67.8K +146 +132%
JWA
1858
JFS Wealth Advisors
Pennsylvania
$108K +$26K +56 +28%
HHGA
1859
Halbert Hargrove Global Advisors
California
$106K – – –
OA
1860
Operose Advisors
Wisconsin
$106K +$2.32K +5 +2%
OCM
1861
Osterweis Capital Management
California
$104K -$42.2K -91 -27%
FNWA
1862
Financial Network Wealth Advisors
Utah
$103K -$10.7K -23 -9%
PAMS
1863
Pinpoint Asset Management (Singapore)
$103K -$4.18K -9 -4%
C
1864
Covestor
United Kingdom
$102K -$192K -413 -63%
BGAI
1865
Bruce G. Allen Investments
Colorado
$102K -$8.36K -18 -7%
RFP
1866
Root Financial Partners
California
$101K -$67.8K -146 -38%
FMP
1867
Financial Management Professionals
Texas
$100K -$4.18K -9 -4%
FC
1868
Financial Consulate
Maryland
$94.4K -$232K -499 -69%
CT
1869
Clearstead Trust
Maine
$92.7K – – –
MWA
1870
Medallion Wealth Advisors
Connecticut
$90.2K – – –
BFPW
1871
BOK Financial Private Wealth
Colorado
$89.7K – – –
HDIM
1872
Hanson & Doremus Investment Management
Vermont
$87K – – –
AT
1873
Arlington Trust
Alabama
$85.9K +$29.7K +64 +46%
CPBTD
1874
Central Pacific Bank - Trust Division
Hawaii
$84.2K -$128K -275 -58%
YDMI
1875
Y.D. More Investments
Israel
$82.9K -$13.5K -29 -13%
73 74
75
76 77