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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BBWP
1326
Beacon Bridge Wealth Partners
Pennsylvania
$571K +$2.5K +5 +0.5%
QC
1327
Quent Capital
New York
$571K +$9.98K +20 +2%
MWM
1328
Modern Wealth Management
Kansas
$568K +$275K +552 +105%
UWS
1329
Unique Wealth Strategies
Illinois
$567K -$21.5K -43 -4%
WA
1330
Waddell & Associates
Tennessee
$565K +$137K +274 +34%
EC
1331
EntryPoint Capital
New York
$563K +$533K +1,068 New
TFP
1332
Tilia Fiduciary Partners
North Carolina
$563K +$5.99K +12 +1%
LFAS
1333
Level Four Advisory Services
Texas
$561K -$101K -202 -16%
LF
1334
LifePlan Financial
Minnesota
$561K +$531K +1,064 New
PWG
1335
Portside Wealth Group
Utah
$561K +$66.4K +133 +14%
VAG
1336
VisionPoint Advisory Group
Texas
$558K +$220K +440 +71%
PFA
1337
Plotkin Financial Advisors
Maryland
$557K +$24K +48 +5%
HIP
1338
Harrell Investment Partners
Texas
$557K -$1.94M -3,886 -79%
DBRC
1339
D.B. Root & Company
Pennsylvania
$556K +$296K +593 +129%
AWM
1340
Accel Wealth Management
Iowa
$555K -$2.5K -5 -0.5%
SSW
1341
Smith Shellnut Wilson
Mississippi
$554K -$112K -224 -18%
1W
1342
1776 Wealth
Georgia
$554K -$9.98K -20 -2%
WCM
1343
Winthrop Capital Management
Indiana
$553K -$20.5K -41 -4%
JF
1344
Jump Financial
Illinois
$552K +$523K +1,047 New
NL
1345
NWAM LLC
Washington
$550K -$5.49K -11 -1%
PFW
1346
Petros Family Wealth
Minnesota
$549K -$4.49K -9 -0.9%
WANY
1347
Wealthspire Advisors (New York)
New York
$548K +$176K +352 +51%
OFS
1348
OneAscent Financial Services
Alabama
$548K -$43.4K -87 -8%
SCP
1349
Sivia Capital Partners
California
$547K +$37.4K +75 +8%
CWP
1350
Concord Wealth Partners
Virginia
$544K +$14K +28 +3%
52 53
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55 56