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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1326
Modern Wealth Management
Kansas
$568K +$275K +552 +105%
UWS
1327
Unique Wealth Strategies
Illinois
$567K -$21.5K -43 -4%
WA
1328
Waddell & Associates
Tennessee
$565K +$137K +274 +34%
EC
1329
EntryPoint Capital
New York
$563K +$533K +1,068 New
TFP
1330
Tilia Fiduciary Partners
North Carolina
$563K +$5.99K +12 +1%
LFAS
1331
Level Four Advisory Services
Texas
$561K -$101K -202 -16%
LF
1332
LifePlan Financial
Minnesota
$561K +$531K +1,064 New
PWG
1333
Portside Wealth Group
Utah
$561K +$66.4K +133 +14%
VAG
1334
VisionPoint Advisory Group
Texas
$558K +$220K +440 +71%
PFA
1335
Plotkin Financial Advisors
Maryland
$557K +$24K +48 +5%
HIP
1336
Harrell Investment Partners
Texas
$557K -$1.94M -3,886 -79%
DBRC
1337
D.B. Root & Company
Pennsylvania
$556K +$296K +593 +129%
AWM
1338
Accel Wealth Management
Iowa
$555K -$2.5K -5 -0.5%
SSW
1339
Smith Shellnut Wilson
Mississippi
$554K -$112K -224 -18%
1W
1340
1776 Wealth
Georgia
$554K -$9.98K -20 -2%
WCM
1341
Winthrop Capital Management
Indiana
$553K -$20.5K -41 -4%
JF
1342
Jump Financial
Illinois
$552K +$523K +1,047 New
NL
1343
NWAM LLC
Washington
$550K -$5.49K -11 -1%
PFW
1344
Petros Family Wealth
Minnesota
$549K -$4.49K -9 -0.9%
WANY
1345
Wealthspire Advisors (New York)
New York
$548K +$176K +352 +51%
OFS
1346
OneAscent Financial Services
Alabama
$548K -$43.4K -87 -8%
SCP
1347
Sivia Capital Partners
California
$547K +$37.4K +75 +8%
CWP
1348
Concord Wealth Partners
Virginia
$544K +$14K +28 +3%
CAMV
1349
Concord Asset Management (Virginia)
Virginia
$544K +$89.8K +180 +21%
EFG
1350
Embree Financial Group
Illinois
$544K +$17.5K +35 +4%
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