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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1076
Foster Group
Iowa
$1.18M +$9.98K +20 +0.9%
PPWP
1077
Premier Path Wealth Partners
New Jersey
$1.17M +$134K +268 +14%
AWMT
1078
AAFMAA Wealth Management & Trust
North Carolina
$1.17M -$546K -1,095 -33%
CT
1079
Colonial Trust
South Carolina
$1.17M -$31.4K -63 -3%
MC
1080
Moors & Cabot
Massachusetts
$1.16M +$17.5K +35 +2%
HCM
1081
Howard Capital Management
Georgia
$1.16M +$213K +426 +24%
FI
1082
Finivi Inc
Massachusetts
$1.15M +$30.9K +62 +3%
CL
1083
CVFG LLC
Indiana
$1.15M -$1.5K -3 -0.1%
BWM
1084
Baron Wealth Management
Michigan
$1.15M +$22K +44 +2%
MOS
1085
MGO One Seven
Ohio
$1.14M -$41.9K -84 -4%
EWM
1086
EPG Wealth Management
Georgia
$1.14M +$64.4K +129 +6%
BWP
1087
Burling Wealth Partners
Illinois
$1.14M -$139K -278 -11%
GJWM
1088
Gilliland Jeter Wealth Management
Arkansas
$1.13M -$3.49K -7 -0.3%
FA
1089
Faithward Advisors
Pennsylvania
$1.12M -$4.99K -10 -0.5%
SFO
1090
Stenger Family Office
Illinois
$1.12M +$1.06M +2,120 New
PK
1091
Pflug Koory
Nebraska
$1.11M – – –
AG
1092
AlTi Global
New York
$1.1M -$57.4K -115 -5%
SW
1093
SteelPeak Wealth
California
$1.1M -$199K -398 -16%
TCM
1094
Twin Capital Management
Pennsylvania
$1.09M -$1.51M -3,018 -59%
EP
1095
Edgestream Partners
New Jersey
$1.09M +$262K +524 +34%
WP
1096
WealthPLAN Partners
Nebraska
$1.08M -$911K -1,826 -47%
SMG
1097
Smart Money Group
Texas
$1.08M +$101K +203 +11%
GL
1098
Graypoint LLC
New York
$1.08M -$76.9K -154 -7%
CW
1099
CreativeOne Wealth
Kansas
$1.08M +$137K +274 +15%
CWS
1100
Confluence Wealth Services
Pennsylvania
$1.07M +$17K +34 +2%
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