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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1401
Plotkin Financial Advisors
Maryland
$552K – – –
HL
1402
HeadInvest LLC
Maine
$551K -$8.91K -18 -2%
SL
1403
Summitry LLC
California
$550K +$51K +103 +11%
SSW
1404
Smith Shellnut Wilson
Mississippi
$547K -$56.4K -114 -10%
CBT
1405
CoreFirst Bank & Trust
Kansas
$543K -$24.7K -50 -5%
RPWA
1406
Regent Peak Wealth Advisors
Georgia
$542K +$5.44K +11 +1%
PCA
1407
Pallas Capital Advisors
Massachusetts
$541K -$345K -698 -40%
RSS
1408
Rosenblum Silverman Sutton
California
$541K +$5.44K +11 +1%
CCA
1409
Childress Capital Advisors
Texas
$540K -$45.5K -92 -8%
FG
1410
Fiduciary Group
Georgia
$540K +$51.5K +104 +11%
CP
1411
Clarendon Private
Massachusetts
$538K -$11.4K -23 -2%
CRI
1412
Colonial River Investments
Virginia
$538K +$21.3K +43 +4%
GFA
1413
Gallagher Fiduciary Advisors
Illinois
$537K +$32.2K +65 +7%
EPIME
1414
Evelyn Partners Investment Management (Europe)
$537K – – –
FNBTCON
1415
First National Bank & Trust Co of Newtown
Pennsylvania
$536K – – –
ACM
1416
Ayrshire Capital Management
Connecticut
$535K – – –
AWM
1417
Angeles Wealth Management
California
$534K +$163K +330 +48%
HIP
1418
Harrell Investment Partners
Texas
$533K -$2.97K -6 -0.6%
VFG
1419
Victory Financial Group
Texas
$532K +$214K +432 +74%
ACL
1420
Applied Capital LLC
Florida
$531K – – –
PWA
1421
Provenance Wealth Advisors
Florida
$530K – – –
PWG
1422
Portside Wealth Group
Utah
$528K -$17.8K -36 -3%
1W
1423
1776 Wealth
Georgia
$528K -$495 -1 -0.1%
AHL
1424
Abel Hall LLC
Louisiana
$525K +$497K +1,005 New
DWM
1425
Ducere Wealth Management
California
$525K +$497K +1,004 New
55 56
57
58 59