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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1326
Paulson Wealth Management
Illinois
$595K – – –
AWCI
1327
Alpine Woods Capital Investors
New York
$594K -$857K -1,678 -59%
WA
1328
Wambolt & Associates
Colorado
$594K -$37.8K -74 -6%
SYBT
1329
Stock Yards Bank & Trust
Kentucky
$591K -$44.5K -87 -7%
CD
1330
Chapin Davis
Maryland
$591K +$363K +710 +157%
HFO
1331
Heritage Family Offices
Arizona
$585K +$20.4K +40 +4%
CIC
1332
Carnegie Investment Counsel
Ohio
$584K +$148K +289 +29%
CPIA
1333
Cornell Pochily Investment Advisors
New York
$580K +$33.2K +65 +6%
SWM
1334
SeaCrest Wealth Management
New York
$575K +$11.8K +23 +2%
ICP
1335
Interchange Capital Partners
Pennsylvania
$575K +$33.7K +66 +6%
WF
1336
Welch & Forbes
Massachusetts
$574K -$10.2K -20 -2%
OFS
1337
OneAscent Financial Services
Alabama
$572K +$321K +628 +126%
FA
1338
Fedenia Advisers
Wisconsin
$569K +$400K +782 +232%
UWS
1339
Unique Wealth Strategies
Illinois
$568K +$571K +1,117 New
HWMT
1340
Heritage Wealth Management (Texas)
Texas
$566K -$51.1K -100 -8%
RDWM
1341
Red Door Wealth Management
Tennessee
$563K +$71K +139 +14%
CAWM
1342
Capital A Wealth Management
Pennsylvania
$560K -$1.02K -2 -0.2%
DS
1343
DRW Securities
Illinois
$560K -$755K -1,477 -57%
LA
1344
Legacy Advisors
Pennsylvania
$555K +$138K +271 +33%
JFGIW
1345
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$555K +$114K +223 +26%
WCM
1346
Winthrop Capital Management
Indiana
$554K +$26.6K +52 +5%
SDAM
1347
Shulman DeMeo Asset Management
New York
$554K +$511 +1 +0.1%
FA
1348
Fiduciary Alliance
South Carolina
$551K +$152K +298 +38%
ECM
1349
Elgethun Capital Management
South Dakota
$550K – – –
BBWP
1350
Beacon Bridge Wealth Partners
Pennsylvania
$548K -$160K -314 -23%
52 53
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