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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1226
Fiducient Advisors
Illinois
$302K – – –
WA
1227
Waverly Advisors
Alabama
$298K +$713 +2 +0.2%
SB
1228
Strategic Blueprint
Georgia
$292K -$3.92K -11 -1%
OWA
1229
One Wealth Advisors
California
$292K +$12.5K +35 +4%
FCM
1230
Fourpath Capital Management
Oklahoma
$291K +$48.5K +136 +19%
YC
1231
Yarbrough Capital
Tennessee
$288K -$87.7K -246 -22%
CCA
1232
Childress Capital Advisors
Texas
$288K -$86.3K -242 -22%
RP
1233
Riverwater Partners
Wisconsin
$285K +$302K +846 New
CL
1234
CPWM LLC
Washington
$284K -$4.63K -13 -2%
SFG
1235
StrategIQ Financial Group
Indiana
$284K – – –
USCWA
1236
U.S. Capital Wealth Advisors
Texas
$284K +$3.92K +11 +1%
TIM
1237
Triad Investment Management
California
$283K +$15.3K +43 +5%
MGIA
1238
Matthew Goff Investment Advisor
Texas
$282K – – –
I
1239
IMPACTfolio
Colorado
$281K +$1.43K +4 +0.5%
PWMG
1240
Prestige Wealth Management Group
New Jersey
$280K +$109K +305 +58%
GBT
1241
Grove Bank & Trust
Florida
$279K – – –
PTC
1242
Philadelphia Trust Company
Pennsylvania
$278K -$35.6K -100 -11%
BRWM
1243
B. Riley Wealth Management
Tennessee
$278K +$294K +826 New
PA
1244
Pinnacle Associates
New York
$277K +$293K +822 New
AWA
1245
Aaron Wealth Advisors
Illinois
$276K -$4.99K -14 -2%
CG
1246
Corundum Group
Colorado
$275K +$32.1K +90 +12%
ACA
1247
Anchor Capital Advisors
Massachusetts
$274K -$1.43K -4 -0.5%
PHS
1248
Pekin Hardy Strauss
Illinois
$274K – – –
LNB
1249
Ledyard National Bank
$272K -$356 -1 -0.1%
IWM
1250
IHT Wealth Management
Illinois
$272K +$4.28K +12 +2%
48 49
50
51 52