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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1376
Global Financial Private Client
Florida
$486K -$12.2K -24 -2%
FIB
1377
First Interstate Bank
Montana
$486K -$7.1K -14 -1%
RDWM
1378
Red Door Wealth Management
Tennessee
$483K – – –
RFS
1379
Richardson Financial Services
Massachusetts
$482K +$9.64K +19 +2%
GC
1380
Gilbert & Cook
Iowa
$481K -$11.7K -23 -2%
TA
1381
TFB Advisors
Kansas
$481K -$1.52K -3 -0.3%
CGA
1382
Compound Global Advisors
Washington
$479K +$488K +961 New
CB
1383
CNB Bank
Pennsylvania
$478K -$19.8K -39 -4%
SS
1384
Sunbelt Securities
Texas
$478K -$61.9K -122 -11%
PWMG
1385
Prestige Wealth Management Group
New Jersey
$477K +$15.2K +30 +3%
CWA
1386
Cornerstone Wealth Advisors
Minnesota
$476K – – –
CA
1387
Centerpoint Advisors
Massachusetts
$474K -$42.1K -83 -8%
LCS
1388
Levin Capital Strategies
New York
$474K +$483K +951 New
CB
1389
Community Bank
New York
$474K -$15.2K -30 -3%
PIA
1390
Pinion Investment Advisors
Kansas
$470K -$12.2K -24 -2%
EA
1391
Emerald Advisers
Pennsylvania
$469K +$4.57K +9 +1%
RP
1392
Riverwater Partners
Wisconsin
$467K +$1.01K +2 +0.2%
PFW
1393
Petros Family Wealth
Minnesota
$465K +$474K +934 New
FG
1394
Fiduciary Group
Georgia
$463K – – –
DCM
1395
Dudley Capital Management
Virginia
$461K +$59.9K +118 +15%
TF
1396
Tenon Financial
New Jersey
$460K – – –
SCP
1397
Sivia Capital Partners
California
$459K +$5.58K +11 +1%
BFAG
1398
Blackston Financial Advisory Group
Florida
$459K +$33K +65 +8%
AFT
1399
Alpha Family Trust
California
$458K – – –
SEEDPG
1400
S.E.E.D. Planning Group
New York
$458K +$466K +919 New
54 55
56
57 58