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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1301
Scratch Capital
Idaho
$589K +$648K +1,211 New
SWA
1302
Stratos Wealth Advisors
Ohio
$587K +$112K +210 +21%
NHC
1303
Nicholas Hoffman & Company
Georgia
$586K – – –
SIAG
1304
Signet Investment Advisory Group
Rhode Island
$584K – – –
1M
1305
1248 Management
Missouri
$582K -$256K -479 -29%
FA
1306
Fiduciary Alliance
South Carolina
$573K +$4.82K +9 +0.8%
PWM
1307
Paulson Wealth Management
Illinois
$570K – – –
BWM
1308
Bullock Wealth Management
Indiana
$569K -$1.07K -2 -0.2%
AAMU
1309
AEGON Asset Management (UK)
United Kingdom
$566K +$341K +636 +120%
SSW
1310
Smith Shellnut Wilson
Mississippi
$565K +$58.9K +110 +10%
RDWM
1311
Red Door Wealth Management
Tennessee
$559K – – –
WC
1312
Woodstock Corp
Massachusetts
$558K -$18.7K -35 -3%
HFO
1313
Heritage Family Offices
Arizona
$553K -$9.1K -17 -1%
OPW
1314
Osprey Private Wealth
New York
$552K +$608K +1,135 New
LFG
1315
Larson Financial Group
Missouri
$552K -$11.2K -21 -2%
RF
1316
Rossby Financial
Florida
$551K -$19.3K -36 -3%
PL
1317
Perpetual Ltd
Australia
$550K +$152K +283 +33%
LFAS
1318
Level Four Advisory Services
Texas
$549K +$34.8K +65 +6%
VAG
1319
VisionPoint Advisory Group
Texas
$549K +$37.5K +70 +7%
CCA
1320
Childress Capital Advisors
Texas
$548K +$93.7K +175 +18%
TAM
1321
Townsend Asset Management
North Carolina
$547K -$115K -214 -16%
HWMT
1322
Heritage Wealth Management (Texas)
Texas
$542K – – –
UWS
1323
Unique Wealth Strategies
Illinois
$542K +$20.9K +39 +4%
SCP
1324
Sivia Capital Partners
California
$541K +$39.1K +73 +7%
MWM
1325
Modern Wealth Management
Kansas
$538K +$16.1K +30 +3%
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