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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1351
Shufro Rose & Co
New York
$244K -$4.33K -11 -2%
WFA
1352
Wellspring Financial Advisors
Ohio
$243K +$262K +666 New
JSW
1353
Journey Strategic Wealth
New Jersey
$242K – – –
ACM
1354
Allred Capital Management
Texas
$241K -$3.15K -8 -1%
SWM
1355
Sculati Wealth Management
Michigan
$240K – – –
GAG
1356
Goodman Advisory Group
Massachusetts
$240K -$49.9K -127 -16%
CWM
1357
Compass Wealth Management
Connecticut
$239K – – –
PPW
1358
Pasadena Private Wealth
California
$239K – – –
EA
1359
Eclectic Associates
California
$239K +$257K +653 New
CG
1360
Corundum Group
Colorado
$236K -$78.2K -199 -24%
VC
1361
Veracity Capital
Georgia
$235K +$10.2K +26 +4%
RA
1362
Rational Advisors
New York
$235K -$51.5K -131 -17%
PT
1363
Plimoth Trust
Massachusetts
$234K – – –
DBRC
1364
D.B. Root & Company
Pennsylvania
$233K -$6.29K -16 -2%
AIA
1365
Alera Investment Advisors
Illinois
$233K -$15.7K -40 -6%
JIP
1366
Jaffetilchin Investment Partners
Florida
$232K -$3.15K -8 -1%
CFO
1367
CVA Family Office
Colorado
$232K -$29.1K -74 -10%
JDR
1368
Jay D. Rosenbaum
$232K +$30.7K +78 +14%
ACM
1369
Avalon Capital Management
California
$231K -$22.4K -57 -8%
NAMP
1370
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$231K – – –
GA
1371
Goldstein Advisors
Wisconsin
$231K -$52.3K -133 -17%
OR
1372
Olympiad Research
Connecticut
$231K +$248K +632 New
TFM
1373
TFC Financial Management
Massachusetts
$231K +$6.29K +16 +3%
V
1374
VeraBank
Texas
$229K – – –
MIP
1375
Marietta Investment Partners
Wisconsin
$227K – – –
53 54
55
56 57