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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1126
WMS Partners
Maryland
$457K -$24.6K -70 -5%
LFAS
1127
Level Four Advisory Services
Texas
$457K +$54.2K +154 +13%
ECA
1128
Elevated Capital Advisors
Utah
$456K +$9.85K +28 +2%
ACL
1129
Applied Capital LLC
Florida
$455K -$12.3K -35 -3%
DLA
1130
Douglas Lane & Associates
New York
$455K +$1.76K +5 +0.4%
FIB
1131
First Interstate Bank
Montana
$455K – – –
CB
1132
Community Bank
New York
$450K -$8.8K -25 -2%
TFA
1133
Transamerica Financial Advisors
Florida
$450K +$43.6K +124 +11%
WA
1134
Wambolt & Associates
Colorado
$448K -$15.5K -44 -3%
RCWM
1135
Royal Capital Wealth Management
Indiana
$448K – – –
DAS
1136
Dynamic Advisor Solutions
Arizona
$447K -$85.9K -244 -16%
MCCA
1137
Mill Creek Capital Advisors
Pennsylvania
$446K +$148K +421 +48%
CM
1138
Columbus Macro
Pennsylvania
$441K +$26.4K +75 +6%
AWA
1139
Arkadios Wealth Advisors
Georgia
$440K +$214K +607 +91%
LIM
1140
Leavell Investment Management
Alabama
$439K +$1.06K +3 +0.2%
RZH
1141
Relyea Zuckerberg Hanson
Connecticut
$437K +$4.22K +12 +1%
SF
1142
Symphony Financial
Texas
$435K -$361K -1,025 -45%
JCM
1143
Janney Capital Management
Pennsylvania
$433K -$30.6K -87 -6%
NGA
1144
Naples Global Advisors
Florida
$432K – – –
STA
1145
Summit Trail Advisors
New York
$430K +$46.1K +131 +12%
FA
1146
Faithward Advisors
Pennsylvania
$429K -$2.81K -8 -0.7%
TFP
1147
Tilia Fiduciary Partners
North Carolina
$429K +$1.76K +5 +0.4%
CCB
1148
Country Club Bank
Missouri
$428K – – –
USCWA
1149
U.S. Capital Wealth Advisors
Texas
$427K +$78.8K +224 +22%
CA
1150
Centerpoint Advisors
Massachusetts
$425K +$704 +2 +0.2%
44 45
46
47 48