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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1301
Stratos Wealth Advisors
Ohio
$587K +$112K +210 +21%
NHC
1302
Nicholas Hoffman & Company
Georgia
$586K – – –
SIAG
1303
Signet Investment Advisory Group
Rhode Island
$584K – – –
1M
1304
1248 Management
Missouri
$582K -$256K -479 -29%
FA
1305
Fiduciary Alliance
South Carolina
$573K +$4.82K +9 +0.8%
PWM
1306
Paulson Wealth Management
Illinois
$570K – – –
AAMU
1307
AEGON Asset Management (UK)
United Kingdom
$566K +$341K +636 +120%
SSW
1308
Smith Shellnut Wilson
Mississippi
$565K +$58.9K +110 +10%
RDWM
1309
Red Door Wealth Management
Tennessee
$559K – – –
WC
1310
Woodstock Corp
Massachusetts
$558K -$18.7K -35 -3%
HFO
1311
Heritage Family Offices
Arizona
$553K -$9.1K -17 -1%
OPW
1312
Osprey Private Wealth
New York
$552K +$608K +1,135 New
LFG
1313
Larson Financial Group
Missouri
$552K -$11.2K -21 -2%
RF
1314
Rossby Financial
Florida
$551K -$19.3K -36 -3%
PL
1315
Perpetual Ltd
Australia
$550K +$152K +283 +33%
LFAS
1316
Level Four Advisory Services
Texas
$549K +$34.8K +65 +6%
VAG
1317
VisionPoint Advisory Group
Texas
$549K +$37.5K +70 +7%
CCA
1318
Childress Capital Advisors
Texas
$548K +$93.7K +175 +18%
TAM
1319
Townsend Asset Management
North Carolina
$547K -$115K -214 -16%
HWMT
1320
Heritage Wealth Management (Texas)
Texas
$542K – – –
UWS
1321
Unique Wealth Strategies
Illinois
$542K +$20.9K +39 +4%
SCP
1322
Sivia Capital Partners
California
$541K +$39.1K +73 +7%
MWM
1323
Modern Wealth Management
Kansas
$538K +$16.1K +30 +3%
NI
1324
Natural Investments
California
$538K +$1.07K +2 +0.2%
ALA
1325
Atlas Legacy Advisors
California
$538K +$72.8K +136 +14%
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