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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1101
Thrive Wealth Management
Pennsylvania
$849K -$54.1K -128 -6%
AG
1102
AlTi Global
New York
$845K -$61.7K -146 -6%
SSCM
1103
Sovereign's Capital Management
Georgia
$844K -$20.7K -49 -2%
CFP
1104
Catalyst Financial Partners
Massachusetts
$844K +$149K +354 +21%
WS
1105
Wilian Securities
Minnesota
$842K +$560K +1,326 +179%
SW
1106
SlateStone Wealth
Florida
$841K +$23.2K +55 +3%
MCM
1107
Militia Capital Management
Texas
$841K +$220K +520 +34%
CHC
1108
City Holding Co
West Virginia
$841K -$223K -529 -20%
MGP
1109
M&G plc
United Kingdom
$837K -$962K -2,278 -53%
GCA
1110
Greenwood Capital Associates
South Carolina
$835K -$4.08M -9,650 -82%
IIC
1111
Ironwood Investment Counsel
Arizona
$835K – – –
CT
1112
Colonial Trust
South Carolina
$835K +$11.4K +27 +1%
LS
1113
Livforsakringsbolaget Skandia
Sweden
$834K -$101K -240 -10%
BWM
1114
Baron Wealth Management
Michigan
$833K +$78.5K +186 +10%
IA
1115
IFP Advisors
Florida
$832K -$27.4K -65 -3%
JWCA
1116
J.W. Cole Advisors
Florida
$832K +$234K +555 +37%
EWA
1117
EverSource Wealth Advisors
Alabama
$830K -$354K -838 -29%
GWAM
1118
Guardian Wealth Advisors (Minnesota)
Minnesota
$815K +$15.6K +37 +2%
SBCM
1119
Silverberg Bernstein Capital Management
New York
$815K – – –
CFM
1120
Capricorn Fund Managers
United Kingdom
$815K +$845K +2,000 New
RDWM
1121
Red Door Wealth Management
Tennessee
$810K +$250K +592 +42%
LC
1122
Lincoln Capital
Nebraska
$810K -$92.9K -220 -10%
AM
1123
AGF Management
Ontario, Canada
$810K -$351K -830 -29%
FG
1124
Foster Group
Iowa
$810K -$12.2K -29 -1%
AWE
1125
Avidian Wealth Enterprises
Texas
$806K +$199K +471 +31%
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45
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