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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
1301
Larson Financial Group
Missouri
$609K +$242K +485 +72%
SF
1302
Synovus Financial
Georgia
$609K -$1.11M -2,217 -66%
LAS
1303
LWM Advisory Services
Florida
$607K +$73.4K +147 +15%
RDWM
1304
Red Door Wealth Management
Tennessee
$606K +$20.5K +41 +4%
CBT
1305
CoreFirst Bank & Trust
Kansas
$601K -$157K -315 -22%
KIM
1306
Kestra Investment Management
Texas
$600K -$639K -1,280 -53%
FB
1307
Fulton Bank
Pennsylvania
$595K +$57.4K +115 +11%
HIIFS
1308
Harel Insurance Investments & Financial Services
Israel
$593K +$75.9K +152 +16%
SWM
1309
SeaCrest Wealth Management
New York
$590K -$6.99K -14 -1%
WF
1310
Welch & Forbes
Massachusetts
$589K -$5.99K -12 -1%
HWMT
1311
Heritage Wealth Management (Texas)
Texas
$587K – – –
OWP
1312
ORG Wealth Partners
Texas
$587K -$91.8K -184 -14%
CP
1313
Clarendon Private
Massachusetts
$587K +$129K +258 +30%
NI
1314
Natural Investments
California
$582K +$126K +253 +30%
PWMAG
1315
Pinnacle Wealth Management Advisory Group
New Jersey
$581K +$24K +48 +5%
ESBC
1316
E.S. Barr & Co
Kentucky
$580K +$549K +1,100 New
HFO
1317
Heritage Family Offices
Arizona
$579K – – –
WMWM
1318
Whitaker-Myers Wealth Managers
Ohio
$578K +$61.9K +124 +13%
GFA
1319
Gallagher Fiduciary Advisors
Illinois
$578K +$42.9K +86 +9%
CAS
1320
CTC Alternative Strategies
Illinois
$575K +$344K +690 +173%
GFG
1321
Goldstone Financial Group
Illinois
$575K +$155K +310 +40%
SDAM
1322
Shulman DeMeo Asset Management
New York
$572K -$2.5K -5 -0.5%
QIM
1323
Quantitative Investment Management
Virginia
$572K +$542K +1,086 New
BBWP
1324
Beacon Bridge Wealth Partners
Pennsylvania
$571K +$2.5K +5 +0.5%
QC
1325
Quent Capital
New York
$571K +$9.98K +20 +2%
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