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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1276
Traphagen Investment Advisors
New Jersey
$373K +$85.5K +210 +30%
JLBC
1277
J.L. Bainbridge & Co
Florida
$372K +$14.7K +36 +4%
MCWA
1278
Meadow Creek Wealth Advisors
Georgia
$372K +$369K +906 New
H
1279
HoyleCohen
California
$370K +$39.9K +98 +12%
PFA
1280
Plotkin Financial Advisors
Maryland
$369K – – –
VWA
1281
V Wealth Advisors
Kansas
$369K -$228K -560 -38%
BOTW
1282
Bank of the West
California
$369K -$40.7K -100 -10%
BFA
1283
Buttonwood Financial Advisors
Maryland
$369K +$141K +345 +62%
FA
1284
Fiducient Advisors
Illinois
$367K – – –
F
1285
F3Logic
Minnesota
$364K +$8.15K +20 +2%
WA
1286
Waverly Advisors
Alabama
$363K +$18.3K +45 +5%
SB
1287
Strategic Blueprint
Georgia
$360K +$35K +86 +11%
IIC
1288
Integrated Investment Consultants
Michigan
$356K +$354K +868 New
LAS
1289
Lloyd Advisory Services
Georgia
$355K +$51.7K +127 +17%
CB
1290
CNB Bank
Pennsylvania
$354K +$19.1K +47 +6%
SFCL
1291
Strengthening Families & Communities LLC
Massachusetts
$354K +$328K +806 +1,414%
CL
1292
CPWM LLC
Washington
$351K +$55K +135 +19%
WPC
1293
Wedmont Private Capital
Pennsylvania
$350K +$120K +294 +53%
AC
1294
Abbrea Capital
California
$347K – – –
SFG
1295
StrategIQ Financial Group
Indiana
$346K – – –
PT
1296
Plimoth Trust
Massachusetts
$345K -$10.2K -25 -3%
MGIA
1297
Matthew Goff Investment Advisor
Texas
$343K – – –
OTL
1298
Oak Thistle LLC
New York
$343K +$341K +838 New
AWA
1299
Aaron Wealth Advisors
Illinois
$342K +$88.8K +218 +35%
OWA
1300
One Wealth Advisors
California
$341K +$28.9K +71 +9%
50 51
52
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