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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FTIS
1376
First Trust Investment Solutions
Florida
$314K +$281K +713 New
NB
1377
Northwest Bancshares
Pennsylvania
$313K -$9.08K -23 -3%
SWM
1378
Sculati Wealth Management
Michigan
$312K +$20.1K +51 +8%
EA
1379
Eclectic Associates
California
$309K +$19.3K +49 +8%
NCFG
1380
New Century Financial Group
New Jersey
$309K +$277K +702 New
AP
1381
Appleton Partners
Massachusetts
$309K – – –
CFG
1382
Carr Financial Group
Massachusetts
$309K – – –
SCM
1383
Sandler Capital Management
New York
$308K -$3.78M -9,566 -93%
PPC
1384
Park Place Capital
Alabama
$308K -$25.3K -64 -8%
SIC
1385
Samalin Investment Counsel
New York
$308K +$6.31K +16 +2%
BPFA
1386
Barnes Pettey Financial Advisors
Mississippi
$307K – – –
CFO
1387
CVA Family Office
Colorado
$306K +$23.7K +60 +9%
PPG
1388
Peak Planning Group
Colorado
$305K +$395 +1 +0.1%
BFO
1389
Biltmore Family Office
North Carolina
$305K – – –
WWS
1390
Wellington Wealth Strategies
Indiana
$304K +$273K +691 New
SFSG
1391
Sound Financial Strategies Group
Mississippi
$304K -$268K -680 -50%
MAG
1392
MRA Advisory Group
New Jersey
$302K +$271K +686 New
VC
1393
Veracity Capital
Georgia
$301K +$16.2K +41 +6%
BCFD
1394
Boit C.F. David
$301K +$276K +700 New
IFS
1395
Ifrah Financial Services
Arkansas
$300K -$8.29K -21 -3%
ALAM
1396
Asahi Life Asset Management
Japan
$300K +$268K +680 New
CG
1397
Corundum Group
Colorado
$299K +$13K +33 +5%
BIA
1398
Bell Investment Advisors
California
$299K -$48.5K -123 -15%
WA
1399
Wealth Architects
California
$299K +$3.95K +10 +1%
BIA
1400
Benchmark Investment Advisors
Illinois
$298K +$268K +678 New
54 55
56
57 58