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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1326
Sage Mountain Advisors
Georgia
$438K +$81.9K +189 +22%
AC
1327
Abbrea Capital
California
$437K – – –
GWP
1328
Gen-Wealth Partners
Michigan
$437K +$445K +1,027 New
RSS
1329
Rosenblum Silverman Sutton
California
$435K – – –
FIB
1330
First Interstate Bank
Montana
$434K -$58.5K -135 -12%
EFG
1331
Embree Financial Group
Illinois
$432K – – –
PWA
1332
Provenance Wealth Advisors
Florida
$431K – – –
DWM
1333
Drive Wealth Management
Utah
$431K +$6.5K +15 +2%
VC
1334
Vicus Capital
Pennsylvania
$429K +$437K +1,009 New
OWP
1335
Obermeyer Wealth Partners
Colorado
$426K +$6.07K +14 +1%
CB
1336
Community Bank
New York
$426K – – –
ACM
1337
Ayrshire Capital Management
Connecticut
$425K – – –
LFM
1338
LGT Fund Management
Liechtenstein
$425K – – –
KOC
1339
Koss-Olinger Consulting
Florida
$425K +$231K +533 +114%
SWA
1340
Stratos Wealth Advisors
Ohio
$423K +$141K +325 +49%
PFBT
1341
Parkside Financial Bank & Trust
Missouri
$422K +$2.6K +6 +0.6%
FFA
1342
Founders Financial Alliance
North Carolina
$421K -$109K -252 -20%
MCM
1343
Mitchell Capital Management
Kansas
$418K -$4.9M -11,312 -92%
RPWA
1344
Regent Peak Wealth Advisors
Georgia
$417K +$6.5K +15 +2%
AG
1345
AlTi Global
New York
$416K +$424K +978 New
HL
1346
HeadInvest LLC
Maine
$416K -$10.8K -25 -2%
PFG
1347
Prosperity Financial Group
California
$412K +$44.2K +102 +12%
WF
1348
Welch & Forbes
Massachusetts
$412K -$44.2K -102 -10%
AWM
1349
Avior Wealth Management
Nebraska
$409K +$308K +710 +282%
CWA
1350
Cornerstone Wealth Advisors
Minnesota
$406K – – –
52 53
54
55 56