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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1276
Keel Point
Alabama
$495K +$75.4K +174 +18%
TWM
1277
Trueblood Wealth Management
Ohio
$494K -$53.3K -123 -10%
OTL
1278
Oak Thistle LLC
New York
$494K +$22.1K +51 +5%
VCM
1279
Virtue Capital Management
Tennessee
$487K -$222K -512 -31%
PWM
1280
Paulson Wealth Management
Illinois
$487K +$496K +1,145 New
PA
1281
Procyon Advisors
Connecticut
$486K -$1.73K -4 -0.3%
LCS
1282
Levin Capital Strategies
New York
$485K +$495K +1,141 New
BBWP
1283
Beacon Bridge Wealth Partners
Pennsylvania
$483K – – –
SS
1284
Sunbelt Securities
Texas
$482K -$13K -30 -3%
LFA
1285
Legacy Financial Advisors
Kentucky
$482K +$9.1K +21 +2%
1W
1286
1776 Wealth
Georgia
$479K -$3.47K -8 -0.7%
BWP
1287
BSW Wealth Partners
Colorado
$476K +$232K +536 +92%
SSW
1288
Smith Shellnut Wilson
Mississippi
$474K – – –
AAS
1289
Ameritas Advisory Services
Nebraska
$474K -$31.6K -73 -6%
HIP
1290
HUB Investment Partners
Texas
$474K -$21.7K -50 -4%
CPIG
1291
Chicago Partners Investment Group
Illinois
$473K +$52.9K +122 +12%
LAM
1292
L2 Asset Management
Massachusetts
$469K +$31.6K +73 +7%
JFG
1293
Jefferies Financial Group
New York
$468K -$326K -753 -41%
FTWA
1294
Fifth Third Wealth Advisors
Ohio
$466K -$41.2K -95 -8%
IIA
1295
ICW Investment Advisors
Arizona
$465K +$11.7K +27 +3%
ECM
1296
Elgethun Capital Management
South Dakota
$464K – – –
WP
1297
WMS Partners
Maryland
$462K -$116K -268 -20%
SDAM
1298
Shulman DeMeo Asset Management
New York
$462K +$433 +1 +0.1%
PPC
1299
Park Place Capital
Alabama
$461K +$166K +383 +55%
IC
1300
Inscription Capital
Texas
$459K +$468K +1,079 New
50 51
52
53 54