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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1876
Tanager Wealth Management
United Kingdom
$210K -$11.4K -23 -5%
MSWA
1877
Marshall & Sterling Wealth Advisors
New York
$210K +$167K +338 +528%
BWA
1878
Brave Warrior Advisors
New York
$210K +$198K +401 New
RCM
1879
Richardson Capital Management
Wisconsin
$209K – – –
CC
1880
Cadinha & Co
Hawaii
$209K +$198K +400 New
CK
1881
Cohen Klingenstein
New York
$209K +$198K +400 New
TF
1882
Tompkins Financial
New York
$209K +$6.43K +13 +3%
SLC
1883
Second Line Capital
Louisiana
$208K +$197K +398 New
WIA
1884
Wetzel Investment Advisors
Indiana
$208K +$197K +398 New
RA
1885
RFG Advisory
Alabama
$208K -$24.2K -49 -11%
OFW
1886
Omnia Family Wealth
Florida
$207K -$11.9K -24 -6%
FPGK
1887
Financial Partners Group (Kansas)
Kansas
$207K -$108K -219 -36%
WA
1888
Westfuller Advisors
New York
$207K -$7.92K -16 -4%
AAMC
1889
Asset Allocation & Management Company
Illinois
$206K +$195K +395 New
BMWM
1890
Brown Miller Wealth Management
Virginia
$205K +$194K +393 New
ELM
1891
Elite Life Management
Florida
$205K +$231K +467 New
JC
1892
JB Capital
Connecticut
$204K +$193K +391 New
NAS
1893
Nicolet Advisory Services
Wisconsin
$204K +$186K +375 New
AIP
1894
ARS Investment Partners
New York
$203K +$192K +389 New
AWM
1895
Atticus Wealth Management
Florida
$203K +$192K +388 New
PCM
1896
Prelude Capital Management
New York
$202K +$191K +387 New
VAM
1897
Verity Asset Management
North Carolina
$202K +$191K +386 New
FI
1898
FWG Investments
Kentucky
$201K -$24.7K -50 -11%
CA
1899
Claro Advisors
Massachusetts
$201K +$190K +385 New
OCM
1900
One Capital Management
California
$201K +$190K +384 New
74 75
76
77 78