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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
1201
Larson Financial Group
Missouri
$641K +$68K +161 +11%
UCB
1202
United Community Bank
South Carolina
$638K +$130K +309 +25%
CPW
1203
Cove Private Wealth
New York
$635K +$395K +935 +131%
BMCM
1204
Bryn Mawr Capital Management
Pennsylvania
$633K +$31.3K +74 +5%
IWM
1205
IHT Wealth Management
Illinois
$633K -$6.33K -15 -1%
TSMHT
1206
Thurston Springer Miller Herd & Titak
Indiana
$627K +$32.5K +77 +5%
CIA
1207
Compass Ion Advisors
Pennsylvania
$625K +$328K +776 +102%
BWP
1208
BSW Wealth Partners
Colorado
$624K -$24.1K -57 -4%
AS
1209
Aware Super
Australia
$624K -$6.3M -14,913 -91%
HW
1210
Hancock Whitney
Mississippi
$624K -$25.8K -61 -4%
CAI
1211
Capital Advisors Inc
Oklahoma
$623K -$16K -38 -2%
LFA
1212
Legacy Financial Advisors
Kentucky
$623K -$153K -362 -19%
NGA
1213
Naples Global Advisors
Florida
$623K +$21.1K +50 +3%
NRW
1214
Nova R Wealth
Kansas
$623K +$5.07K +12 +0.8%
CGA
1215
Channing Global Advisors
Florida
$622K -$383K -906 -37%
PF
1216
Phoenix Financial
Israel
$620K -$76K -180 -11%
CCA
1217
Conestoga Capital Advisors
Pennsylvania
$619K – – –
BA
1218
Bridgewater Advisors
New York
$618K +$3.8K +9 +0.6%
IPW
1219
Impact Partnership Wealth
Georgia
$617K -$6.33K -15 -1%
TP
1220
TritonPoint Partners
Maryland
$616K -$223K -527 -26%
FCM
1221
Fortis Capital Management
Washington
$616K -$20.3K -48 -3%
AAMU
1222
AEGON Asset Management (UK)
United Kingdom
$614K -$11.8K -28 -2%
SC
1223
Shay Capital
New York
$611K +$274K +650 +76%
QWM
1224
Quadcap Wealth Management
Texas
$611K -$403K -955 -39%
BCM
1225
Barden Capital Management
Texas
$610K -$185K -438 -23%
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