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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
1276
Thurston Springer Miller Herd & Titak
Indiana
$622K -$130K -281 -16%
SPC
1277
Spirepoint Private Client
Florida
$621K -$115K -248 -15%
MWP
1278
Meridian Wealth Partners
Pennsylvania
$619K -$148K -318 -18%
CT
1279
Caldwell Trust
Florida
$617K +$27.4K +59 +4%
FFS
1280
Founders Financial Securities
Maryland
$617K -$160K -345 -19%
HIP
1281
HUB Investment Partners
Texas
$614K +$20K +43 +3%
USCWA
1282
U.S. Capital Wealth Advisors
Texas
$614K +$63.1K +136 +10%
PMA
1283
Prudent Man Advisors
Illinois
$612K +$216K +466 +48%
HWMG
1284
Harbour Wealth Management Group
South Carolina
$610K +$130K +280 +24%
LHC
1285
Little House Capital
Massachusetts
$607K +$1.39K +3 +0.2%
CI
1286
Conning Inc
Connecticut
$607K -$98K -211 -13%
DCU
1287
Dara Capital US
Florida
$606K +$13.5K +29 +2%
ECA
1288
Elevated Capital Advisors
Utah
$601K +$49.2K +106 +8%
LFG
1289
Larson Financial Group
Missouri
$601K +$16.2K +35 +3%
BA
1290
Bridgewater Advisors
New York
$600K -$212K -457 -24%
FMI
1291
Frec Markets Inc
California
$595K -$213K -458 -25%
RDWM
1292
Red Door Wealth Management
Tennessee
$595K +$124K +268 +24%
WPW
1293
Waldron Private Wealth
Pennsylvania
$590K -$3.71K -8 -0.6%
CD
1294
Chapin Davis
Maryland
$589K -$2.32K -5 -0.4%
HPM
1295
Hoxton Planning & Management
West Virginia
$585K -$61.7K -133 -9%
CW
1296
CreativeOne Wealth
Kansas
$583K -$118K -254 -16%
BOSSRA
1297
B.O.S.S. Retirement Advisors
Utah
$581K -$175K -377 -22%
BL
1298
Balentine LLC
Georgia
$576K +$629K +1,355 New
KC
1299
Kepler Cheuvreux
$574K -$1.1M -2,373 -64%
BFIM
1300
Beese Fulmer Investment Management
Ohio
$574K +$626K +1,349 New
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