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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
1126
Tilia Fiduciary Partners
North Carolina
$415K +$4.94K +15 +1%
WANY
1127
Wealthspire Advisors (New York)
New York
$413K +$407K +1,234 New
CA
1128
Centerpoint Advisors
Massachusetts
$413K +$35.6K +108 +10%
FFA
1129
Founders Financial Alliance
North Carolina
$412K +$330 +1 +0.1%
FCM
1130
FJ Capital Management
Virginia
$408K +$401K +1,218 New
FI
1131
Fosun International
China
$407K – – –
AFM
1132
Andesa Financial Management
Pennsylvania
$405K -$224K -681 -36%
BCAM
1133
Boston Common Asset Management
Massachusetts
$405K +$5.6K +17 +1%
BC
1134
Bridgefront Capital
Texas
$404K +$398K +1,206 New
ST
1135
Smithfield Trust
Pennsylvania
$403K – – –
CM
1136
Columbus Macro
Pennsylvania
$403K +$34K +103 +9%
FNBOSM
1137
First National Bank of South Miami
Florida
$402K -$30.3K -92 -7%
FA
1138
Faithward Advisors
Pennsylvania
$402K – – –
LOAMU
1139
Lombard Odier Asset Management (USA)
New York
$402K – – –
SS
1140
Sunbelt Securities
Texas
$400K -$30.3K -92 -7%
PIA
1141
Pinion Investment Advisors
Kansas
$400K -$93.3K -283 -19%
SFCL
1142
Strengthening Families & Communities LLC
Massachusetts
$400K +$27.4K +83 +7%
PWP
1143
Principle Wealth Partners
Connecticut
$397K -$81.7K -248 -17%
GFP
1144
Gryphon Financial Partners
Ohio
$397K -$3.63K -11 -0.9%
TFA
1145
Transamerica Financial Advisors
Florida
$395K -$20.8K -63 -5%
AWA
1146
Arete Wealth Advisors
Illinois
$395K -$111K -337 -22%
PA
1147
Prossimo Advisors
California
$394K +$387K +1,175 New
WA
1148
Waddell & Associates
Tennessee
$393K -$15.8K -48 -4%
LFAS
1149
Level Four Advisory Services
Texas
$392K +$386K +1,171 New
IBOK
1150
Independence Bank of Kentucky
Kentucky
$392K +$989 +3 +0.3%
44 45
46
47 48