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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1901
FWG Investments
Kentucky
$201K -$24.7K -50 -11%
CA
1902
Claro Advisors
Massachusetts
$201K +$190K +385 New
OCM
1903
One Capital Management
California
$201K +$190K +384 New
RFP
1904
Root Financial Partners
California
$201K -$6.43K -13 -3%
AWM
1905
Avior Wealth Management
Nebraska
$200K +$190K +383 New
WDL
1906
Well Done LLC
Michigan
$200K +$190K +383 New
ANBT
1907
American National Bank & Trust
Texas
$192K +$6.43K +13 +4%
PB
1908
Pinnacle Bancorp
Nebraska
$188K -$52.9K -107 -23%
PPC
1909
Park Place Capital
Alabama
$188K -$20.3K -41 -10%
CAC
1910
Core Alternative Capital
Georgia
$187K +$173K +349 +4,363%
OC
1911
Oakworth Capital
Alabama
$180K – – –
DJSG
1912
D.J. St. Germain
Massachusetts
$177K -$990 -2 -0.6%
OCM
1913
Osterweis Capital Management
California
$175K -$12.4K -25 -7%
SNB
1914
Security National Bank
Nebraska
$175K – – –
SWA
1915
SOA Wealth Advisors
New York
$172K -$3.46K -7 -0%
RYIA
1916
Roehl & Yi Investment Advisors
Oregon
$170K +$29.7K +60 +0.4%
AA
1917
Addison Advisors
Vermont
$167K +$1.98K +4 +1%
QWM
1918
Quaker Wealth Management
New Jersey
$165K +$149K +302 +2,157%
GCM
1919
Goldstream Capital Management
Hong Kong
$161K – – –
WB
1920
Webster Bank
Connecticut
$161K +$10.9K +22 +8%
AGWCA
1921
Annis Gardner Whiting Capital Advisors
Florida
$158K -$6.93K -14 -4%
SEP
1922
Signature Equity Partners
Ohio
$158K +$150K +303 New
HWM
1923
HighMark Wealth Management
Minnesota
$157K – – –
CPG
1924
Cornerstone Planning Group
New Jersey
$149K +$121K +245 +681%
PGAM
1925
Princeton Global Asset Management
New Jersey
$148K – – –
75 76
77
78 79