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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1276
Trueblood Wealth Management
Ohio
$494K -$53.3K -123 -10%
OTL
1277
Oak Thistle LLC
New York
$494K +$22.1K +51 +5%
VCM
1278
Virtue Capital Management
Tennessee
$487K -$222K -512 -31%
PWM
1279
Paulson Wealth Management
Illinois
$487K +$496K +1,145 New
PA
1280
Procyon Advisors
Connecticut
$486K -$1.73K -4 -0.3%
LCS
1281
Levin Capital Strategies
New York
$485K +$495K +1,141 New
BBWP
1282
Beacon Bridge Wealth Partners
Pennsylvania
$483K – – –
SS
1283
Sunbelt Securities
Texas
$482K -$13K -30 -3%
LFA
1284
Legacy Financial Advisors
Kentucky
$482K +$9.1K +21 +2%
1W
1285
1776 Wealth
Georgia
$479K -$3.47K -8 -0.7%
BWP
1286
BSW Wealth Partners
Colorado
$476K +$232K +536 +92%
SSW
1287
Smith Shellnut Wilson
Mississippi
$474K – – –
AAS
1288
Ameritas Advisory Services
Nebraska
$474K -$31.6K -73 -6%
HIP
1289
HUB Investment Partners
Texas
$474K -$21.7K -50 -4%
CPIG
1290
Chicago Partners Investment Group
Illinois
$473K +$52.9K +122 +12%
LAM
1291
L2 Asset Management
Massachusetts
$469K +$31.6K +73 +7%
JFG
1292
Jefferies Financial Group
New York
$468K -$326K -753 -41%
FTWA
1293
Fifth Third Wealth Advisors
Ohio
$466K -$41.2K -95 -8%
IIA
1294
ICW Investment Advisors
Arizona
$465K +$11.7K +27 +3%
ECM
1295
Elgethun Capital Management
South Dakota
$464K – – –
WP
1296
WMS Partners
Maryland
$462K -$116K -268 -20%
SDAM
1297
Shulman DeMeo Asset Management
New York
$462K +$433 +1 +0.1%
PPC
1298
Park Place Capital
Alabama
$461K +$166K +383 +55%
IC
1299
Inscription Capital
Texas
$459K +$468K +1,079 New
FA
1300
FDx Advisors
Illinois
$458K -$853K -1,969 -65%
50 51
52
53 54