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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1376
Wealthspire Advisors (New York)
New York
$226K +$243K +617 New
TCOT
1377
Trust Company of Toledo
Ohio
$223K +$240K +611 New
NL
1378
NWAM LLC
Washington
$222K +$14.5K +37 +6%
LWMM
1379
Legacy Wealth Management (Mississippi)
Mississippi
$221K -$31.5K -80 -12%
TBC
1380
Ted Buchan & Co
California
$221K – – –
FMWA
1381
Forvis Mazars Wealth Advisors
Missouri
$221K +$7.86K +20 +3%
CHP
1382
Cable Hill Partners
Oregon
$220K +$237K +603 New
VAG
1383
VisionPoint Advisory Group
Texas
$219K -$23.6K -60 -9%
LA
1384
Lifeworks Advisors
Michigan
$218K +$235K +597 New
PI
1385
PineBridge Investments
New York
$218K -$209K -532 -47%
CMS
1386
Capital Market Strategies
Florida
$218K – – –
CMP
1387
Courage Miller Partners
Virginia
$217K – – –
MRWM
1388
ML&R Wealth Management
Texas
$217K +$393 +1 +0.2%
CAC
1389
Core Alternative Capital
Georgia
$216K +$29.1K +74 +14%
BSSFA
1390
Baron Silver Stevens Financial Advisors
Florida
$214K +$19.3K +49 +9%
FA
1391
Fermata Advisors
California
$213K +$228K +579 New
FBB
1392
Fulton Breakefield Broenniman
Maryland
$213K +$16.9K +43 +8%
CIP
1393
Convergence Investment Partners
Florida
$213K -$393 -1 -0.2%
RDWM
1394
Red Door Wealth Management
Tennessee
$210K -$433K -1,100 -66%
AFWM
1395
AMJ Financial Wealth Management
Virginia
$210K – – –
SWA
1396
SFMG Wealth Advisors
Texas
$210K -$40.9K -104 -15%
RA
1397
Ruggaard & Associates
Ohio
$210K -$13.8K -35 -6%
SW
1398
StrongBox Wealth
Missouri
$210K +$226K +575 New
ACA
1399
Affinity Capital Advisors
California
$209K -$1.57K -4 -0.7%
MCM
1400
Manchester Capital Management
Vermont
$208K +$3.93K +10 +2%
54 55
56
57 58