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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSP
1251
Cary Street Partners
Virginia
$554K -$295K -698 -34%
HHRDM
1252
H&H Retirement Design & Management
Nevada
$554K +$557K +1,319 New
SL
1253
Sentinus LLC
Illinois
$553K -$250K -592 -30%
TWM
1254
TRB Wealth Management
Texas
$551K +$117K +277 +26%
AIP
1255
Almanack Investment Partners
Pennsylvania
$551K +$571K +1,352 New
PWMG
1256
Prestige Wealth Management Group
New Jersey
$547K +$132K +313 +30%
RFN
1257
RDA Financial Network
Iowa
$538K +$557K +1,320 New
TAM
1258
Townsend Asset Management
North Carolina
$535K -$845 -2 -0.2%
UW
1259
Unique Wealth
Florida
$535K -$159K -377 -22%
FAM
1260
Formidable Asset Management
Ohio
$533K – – –
BOM
1261
Bank of Marin
California
$529K – – –
RWM
1262
Revisor Wealth Management
Ohio
$528K +$159K +377 +41%
TWM
1263
Trueblood Wealth Management
Ohio
$527K +$2.11K +5 +0.4%
OWA
1264
Opal Wealth Advisors
New York
$527K -$89.5K -212 -14%
AWA
1265
Argos Wealth Advisors
California
$527K -$19K -45 -3%
SIA
1266
Soltis Investment Advisors
Utah
$527K +$187K +442 +52%
CAM
1267
Congress Asset Management
Massachusetts
$527K -$372K -880 -40%
FBT
1268
First Bank & Trust
South Dakota
$526K -$96.3K -228 -15%
SL
1269
SFM LLC
New Hampshire
$524K -$119K -282 -18%
SWA
1270
Stratos Wealth Advisors
Ohio
$524K +$95K +225 +21%
MAG
1271
Meadowbrook Advisors Group
New Jersey
$523K – – –
CWG
1272
Cornerstone Wealth Group
North Carolina
$523K -$4.58M -10,850 -89%
CAM
1273
Cidel Asset Management
Ontario, Canada
$520K +$76.9K +182 +17%
SA
1274
SPWM Advisors
Michigan
$516K +$484K +1,145 New
MWP
1275
Meridian Wealth Partners
Pennsylvania
$515K -$79.8K -189 -13%
49 50
51
52 53