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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1351
Regent Peak Wealth Advisors
Georgia
$499K +$549K +1,026 New
IAS
1352
Insigneo Advisory Services
Florida
$499K -$3.21K -6 -0.6%
AWM
1353
Ameliora Wealth Management
Switzerland
$499K +$47.7K +89 +10%
CIM
1354
Cambria Investment Management
California
$499K +$549K +1,025 New
FNBTCON
1355
First National Bank & Trust Co of Newtown
Pennsylvania
$499K -$1.61K -3 -0.3%
HIP
1356
Harrell Investment Partners
Texas
$499K -$16.6K -31 -3%
RSS
1357
Rosenblum Silverman Sutton
California
$498K – – –
ACM
1358
Ayrshire Capital Management
Connecticut
$498K – – –
FPAS
1359
Focus Partners Advisor Solutions
Missouri
$495K -$514K -959 -49%
ACL
1360
Applied Capital LLC
Florida
$495K – – –
ECM
1361
Element Capital Management
New York
$495K +$545K +1,017 New
WSFS
1362
Wilmington Savings Fund Society
Delaware
$494K -$725K -1,354 -57%
OL
1363
Optas LLC
Texas
$494K +$43.4K +81 +9%
PWA
1364
Provenance Wealth Advisors
Florida
$494K – – –
LWL
1365
Leo Wealth LLC
Texas
$494K -$1.48M -2,765 -73%
1W
1366
1776 Wealth
Georgia
$493K -$20.3K -38 -4%
PWAM
1367
Private Wealth Asset Management
Iowa
$493K -$5.89K -11 -1%
VCM
1368
Versant Capital Management
Arizona
$493K +$13.9K +26 +3%
WIM
1369
Waverton Investment Management
United Kingdom
$487K -$6.43K -12 -1%
JFG
1370
Jefferies Financial Group
New York
$487K -$107K -200 -17%
WWM
1371
Waterway Wealth Management
Texas
$487K +$535K +1,000 New
GC
1372
Gilbert & Cook
Iowa
$484K +$2.14K +4 +0.4%
ACP
1373
Argyle Capital Partners
California
$484K +$98.5K +184 +23%
WAG
1374
Wallace Advisory Group
California
$483K -$29.5K -55 -6%
AA
1375
Advisory Alpha
Michigan
$481K +$274K +512 +103%
53 54
55
56 57