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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
1251
Stoneridge Investment Partners
Pennsylvania
$568K +$582K +1,378 New
CF
1252
Convergence Financial
Missouri
$566K +$288K +683 +97%
SPC
1253
Sigma Planning Corp
Michigan
$565K +$98K +232 +20%
WPW
1254
Waldron Private Wealth
Pennsylvania
$563K -$2.11K -5 -0.4%
FMI
1255
Frec Markets Inc
California
$556K -$13.5K -32 -2%
PWP
1256
Principle Wealth Partners
Connecticut
$556K +$41.4K +98 +8%
HPM
1257
Hoxton Planning & Management
West Virginia
$556K -$4.64K -11 -0.8%
CSP
1258
Cary Street Partners
Virginia
$554K -$295K -698 -34%
HHRDM
1259
H&H Retirement Design & Management
Nevada
$554K +$557K +1,319 New
SL
1260
Sentinus LLC
Illinois
$553K -$250K -592 -30%
TWM
1261
TRB Wealth Management
Texas
$551K +$117K +277 +26%
AIP
1262
Almanack Investment Partners
Pennsylvania
$551K +$571K +1,352 New
PWMG
1263
Prestige Wealth Management Group
New Jersey
$547K +$132K +313 +30%
RFN
1264
RDA Financial Network
Iowa
$538K +$557K +1,320 New
TAM
1265
Townsend Asset Management
North Carolina
$535K -$845 -2 -0.2%
UW
1266
Unique Wealth
Florida
$535K -$159K -377 -22%
FAM
1267
Formidable Asset Management
Ohio
$533K – – –
BOM
1268
Bank of Marin
California
$529K – – –
RWM
1269
Revisor Wealth Management
Ohio
$528K +$159K +377 +41%
TWM
1270
Trueblood Wealth Management
Ohio
$527K +$2.11K +5 +0.4%
OWA
1271
Opal Wealth Advisors
New York
$527K -$89.5K -212 -14%
AWA
1272
Argos Wealth Advisors
California
$527K -$19K -45 -3%
SIA
1273
Soltis Investment Advisors
Utah
$527K +$187K +442 +52%
CAM
1274
Congress Asset Management
Massachusetts
$527K -$372K -880 -40%
FBT
1275
First Bank & Trust
South Dakota
$526K -$96.3K -228 -15%
49 50
51
52 53