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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
1276
Headlands Technologies
Illinois
$637K -$1.74M -3,420 -73%
MWM
1277
Mattern Wealth Management
Kansas
$634K -$75.1K -148 -10%
CFP
1278
Catalyst Financial Partners
Massachusetts
$634K +$25.4K +50 +4%
SIAG
1279
Signet Investment Advisory Group
Rhode Island
$633K – – –
NHC
1280
Nicholas Hoffman & Company
Georgia
$633K -$6.6K -13 -1%
BWP
1281
Balboa Wealth Partners
Arizona
$632K -$94.9K -187 -13%
HIP
1282
HUB Investment Partners
Texas
$631K +$82.2K +162 +15%
CWM
1283
Circle Wealth Management
New Jersey
$628K +$8.63K +17 +1%
MFS
1284
Miller Financial Services
Michigan
$628K +$639K +1,260 New
WB
1285
WesBanco Bank
West Virginia
$627K +$1.52K +3 +0.2%
AWM
1286
Aprio Wealth Management
Georgia
$626K +$104K +204 +19%
HT
1287
Heritage Trust
Oklahoma
$624K +$635K +1,252 New
SYBT
1288
Stock Yards Bank & Trust
Kentucky
$623K -$4.03M -7,936 -86%
1C
1289
111 Capital
France
$620K +$631K +1,244 New
PCP
1290
Proficio Capital Partners
Massachusetts
$619K +$189K +373 +43%
GCP
1291
GSA Capital Partners
United Kingdom
$619K -$415K -817 -40%
SSW
1292
Smith Shellnut Wilson
Mississippi
$618K +$69K +136 +12%
CCB
1293
Country Club Bank
Missouri
$617K – – –
PWP
1294
Principle Wealth Partners
Connecticut
$616K – – –
WA
1295
Wambolt & Associates
Colorado
$616K – – –
JF
1296
Joule Financial
Kentucky
$614K +$3.55K +7 +0.6%
KCM
1297
Kathmere Capital Management
Pennsylvania
$614K +$46.2K +91 +8%
LAM
1298
L2 Asset Management
Massachusetts
$613K -$19.8K -39 -3%
HWMT
1299
Heritage Wealth Management (Texas)
Texas
$605K -$25.4K -50 -4%
GIM
1300
Generali Investments Management
Slovenia
$604K +$615K +1,212 New
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