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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
1326
Eagle Bay Advisors
New York
$222K +$33.6K +102 +18%
SWP
1327
Strategic Wealth Partners
Ohio
$222K -$39.2K -119 -15%
IAN
1328
Integrated Advisors Network
Texas
$221K -$320K -972 -60%
SWM
1329
Sculati Wealth Management
Michigan
$220K – – –
DWM
1330
Drive Wealth Management
Utah
$220K +$216K +656 New
CWM
1331
Compass Wealth Management
Connecticut
$219K +$215K +653 New
CWM
1332
Connecticut Wealth Management
Connecticut
$219K +$215K +653 New
PPW
1333
Pasadena Private Wealth
California
$219K +$215K +653 New
AC
1334
ASB Consultores
Florida
$216K -$47.5K -144 -18%
EFM
1335
E Fund Management
China
$216K -$13.8K -42 -6%
TFM
1336
TFC Financial Management
Massachusetts
$215K -$86.4K -262 -29%
WA
1337
Wealth Architects
California
$215K -$13.8K -42 -6%
EWM
1338
EPG Wealth Management
Georgia
$215K +$211K +641 New
C
1339
Certuity
Florida
$214K +$211K +640 New
GBT
1340
Grove Bank & Trust
Florida
$213K -$61K -185 -23%
JIP
1341
Jaffetilchin Investment Partners
Florida
$212K +$209K +634 New
ACM
1342
Allred Capital Management
Texas
$212K +$209K +633 New
NAMP
1343
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$212K +$209K +633 New
MCM
1344
Manchester Capital Management
Vermont
$212K +$204K +619 +4,762%
RFA
1345
Resurgent Financial Advisors
Georgia
$211K +$207K +629 New
V
1346
VeraBank
Texas
$210K +$206K +626 New
ECG
1347
Edge Capital Group
Georgia
$209K +$83.1K +252 +68%
DBRC
1348
D.B. Root & Company
Pennsylvania
$208K -$12.2K -37 -6%
GKWIM
1349
Gerber Kawasaki Wealth & Investment Management
California
$206K +$203K +616 New
GL
1350
Graypoint LLC
New York
$206K -$142K -432 -41%
52 53
54
55 56