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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ALAM
1276
Asahi Life Asset Management
Japan
$641K +$302K +595 +86%
HT
1277
Headlands Technologies
Illinois
$637K -$1.74M -3,420 -73%
MWM
1278
Mattern Wealth Management
Kansas
$634K -$75.1K -148 -10%
CFP
1279
Catalyst Financial Partners
Massachusetts
$634K +$25.4K +50 +4%
SIAG
1280
Signet Investment Advisory Group
Rhode Island
$633K – – –
NHC
1281
Nicholas Hoffman & Company
Georgia
$633K -$6.6K -13 -1%
BWP
1282
Balboa Wealth Partners
Arizona
$632K -$94.9K -187 -13%
HIP
1283
HUB Investment Partners
Texas
$631K +$82.2K +162 +15%
CWM
1284
Circle Wealth Management
New Jersey
$628K +$8.63K +17 +1%
MFS
1285
Miller Financial Services
Michigan
$628K +$639K +1,260 New
WB
1286
WesBanco Bank
West Virginia
$627K +$1.52K +3 +0.2%
AWM
1287
Aprio Wealth Management
Georgia
$626K +$104K +204 +19%
HT
1288
Heritage Trust
Oklahoma
$624K +$635K +1,252 New
SYBT
1289
Stock Yards Bank & Trust
Kentucky
$623K -$4.03M -7,936 -86%
1C
1290
111 Capital
France
$620K +$631K +1,244 New
PCP
1291
Proficio Capital Partners
Massachusetts
$619K +$189K +373 +43%
GCP
1292
GSA Capital Partners
United Kingdom
$619K -$415K -817 -40%
SSW
1293
Smith Shellnut Wilson
Mississippi
$618K +$69K +136 +12%
CCB
1294
Country Club Bank
Missouri
$617K – – –
PWP
1295
Principle Wealth Partners
Connecticut
$616K – – –
WA
1296
Wambolt & Associates
Colorado
$616K – – –
JF
1297
Joule Financial
Kentucky
$614K +$3.55K +7 +0.6%
KCM
1298
Kathmere Capital Management
Pennsylvania
$614K +$46.2K +91 +8%
LAM
1299
L2 Asset Management
Massachusetts
$613K -$19.8K -39 -3%
HWMT
1300
Heritage Wealth Management (Texas)
Texas
$605K -$25.4K -50 -4%
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