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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HFO
1401
Heritage Family Offices
Arizona
$553K -$38.1K -77 -7%
OFS
1402
OneAscent Financial Services
Alabama
$553K +$97.5K +197 +23%
GBT
1403
Grove Bank & Trust
Florida
$552K +$74.7K +151 +17%
PFA
1404
Plotkin Financial Advisors
Maryland
$552K – – –
HL
1405
HeadInvest LLC
Maine
$551K -$8.91K -18 -2%
SL
1406
Summitry LLC
California
$550K +$51K +103 +11%
SSW
1407
Smith Shellnut Wilson
Mississippi
$547K -$56.4K -114 -10%
CBT
1408
CoreFirst Bank & Trust
Kansas
$543K -$24.7K -50 -5%
RPWA
1409
Regent Peak Wealth Advisors
Georgia
$542K +$5.44K +11 +1%
PCA
1410
Pallas Capital Advisors
Massachusetts
$541K -$345K -698 -40%
RSS
1411
Rosenblum Silverman Sutton
California
$541K +$5.44K +11 +1%
CCA
1412
Childress Capital Advisors
Texas
$540K -$45.5K -92 -8%
FG
1413
Fiduciary Group
Georgia
$540K +$51.5K +104 +11%
CP
1414
Clarendon Private
Massachusetts
$538K -$11.4K -23 -2%
CRI
1415
Colonial River Investments
Virginia
$538K +$21.3K +43 +4%
GFA
1416
Gallagher Fiduciary Advisors
Illinois
$537K +$32.2K +65 +7%
EPIME
1417
Evelyn Partners Investment Management (Europe)
$537K – – –
FNBTCON
1418
First National Bank & Trust Co of Newtown
Pennsylvania
$536K – – –
ACM
1419
Ayrshire Capital Management
Connecticut
$535K – – –
AWM
1420
Angeles Wealth Management
California
$534K +$163K +330 +48%
HIP
1421
Harrell Investment Partners
Texas
$533K -$2.97K -6 -0.6%
VFG
1422
Victory Financial Group
Texas
$532K +$214K +432 +74%
ACL
1423
Applied Capital LLC
Florida
$531K – – –
PWA
1424
Provenance Wealth Advisors
Florida
$530K – – –
PWG
1425
Portside Wealth Group
Utah
$528K -$17.8K -36 -3%
55 56
57
58 59