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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1301
Iconiq Capital
California
$611K -$244K -488 -30%
CPIA
1302
Cornell Pochily Investment Advisors
New York
$610K +$7.49K +15 +1%
LFG
1303
Larson Financial Group
Missouri
$609K +$242K +485 +72%
SF
1304
Synovus Financial
Georgia
$609K -$1.11M -2,217 -66%
LAS
1305
LWM Advisory Services
Florida
$607K +$73.4K +147 +15%
RDWM
1306
Red Door Wealth Management
Tennessee
$606K +$20.5K +41 +4%
CBT
1307
CoreFirst Bank & Trust
Kansas
$601K -$157K -315 -22%
KIM
1308
Kestra Investment Management
Texas
$600K -$639K -1,280 -53%
FB
1309
Fulton Bank
Pennsylvania
$595K +$57.4K +115 +11%
HIIFS
1310
Harel Insurance Investments & Financial Services
Israel
$593K +$75.9K +152 +16%
SWM
1311
SeaCrest Wealth Management
New York
$590K -$6.99K -14 -1%
WF
1312
Welch & Forbes
Massachusetts
$589K -$5.99K -12 -1%
HWMT
1313
Heritage Wealth Management (Texas)
Texas
$587K – – –
OWP
1314
ORG Wealth Partners
Texas
$587K -$91.8K -184 -14%
CP
1315
Clarendon Private
Massachusetts
$587K +$129K +258 +30%
NI
1316
Natural Investments
California
$582K +$126K +253 +30%
PWMAG
1317
Pinnacle Wealth Management Advisory Group
New Jersey
$581K +$24K +48 +5%
ESBC
1318
E.S. Barr & Co
Kentucky
$580K +$549K +1,100 New
HFO
1319
Heritage Family Offices
Arizona
$579K – – –
WMWM
1320
Whitaker-Myers Wealth Managers
Ohio
$578K +$61.9K +124 +13%
GFA
1321
Gallagher Fiduciary Advisors
Illinois
$578K +$42.9K +86 +9%
CAS
1322
CTC Alternative Strategies
Illinois
$575K +$344K +690 +173%
GFG
1323
Goldstone Financial Group
Illinois
$575K +$155K +310 +40%
SDAM
1324
Shulman DeMeo Asset Management
New York
$572K -$2.5K -5 -0.5%
QIM
1325
Quantitative Investment Management
Virginia
$572K +$542K +1,086 New
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