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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1401
Fiduciary Group
Georgia
$441K +$1.39K +3 +0.3%
RSS
1402
Rosenblum Silverman Sutton
California
$440K – – –
GFA
1403
Gallagher Fiduciary Advisors
Illinois
$439K +$2.79K +6 +0.6%
WCM
1404
Winthrop Capital Management
Indiana
$439K +$29.7K +64 +7%
PWMG
1405
Prestige Wealth Management Group
New Jersey
$438K +$38.5K +83 +9%
CC
1406
Centiva Capital
New York
$438K +$478K +1,029 New
EPIME
1407
Evelyn Partners Investment Management (Europe)
$437K – – –
FNBTCON
1408
First National Bank & Trust Co of Newtown
Pennsylvania
$436K – – –
SSW
1409
Smith Shellnut Wilson
Mississippi
$434K -$11.6K -25 -2%
GWP
1410
Gateway Wealth Partners
Wisconsin
$433K +$473K +1,019 New
RPWA
1411
Regent Peak Wealth Advisors
Georgia
$433K -$8.82K -19 -2%
ACL
1412
Applied Capital LLC
Florida
$433K – – –
PWA
1413
Provenance Wealth Advisors
Florida
$431K – – –
AIM
1414
Alhambra Investment Management
Florida
$431K +$59.4K +128 +14%
1W
1415
1776 Wealth
Georgia
$430K – – –
AWM
1416
Ameliora Wealth Management
Switzerland
$428K -$38.1K -82 -8%
DE
1417
Defiance ETFs
New York
$428K +$468K +1,007 New
CCA
1418
Childress Capital Advisors
Texas
$427K -$13.5K -29 -3%
SP
1419
SmartHarvest Portfolios
Washington
$427K -$194K -418 -29%
CAMV
1420
Concord Asset Management (Virginia)
Virginia
$423K +$27.9K +60 +6%
CFFP
1421
Center for Financial Planning
Michigan
$422K +$59.4K +128 +15%
CH
1422
Cromwell Holdings
Wyoming
$422K +$2.79K +6 +0.6%
PWAM
1423
Private Wealth Asset Management
Iowa
$421K -$464 -1 -0.1%
SIAG
1424
Safeguard Investment Advisory Group
California
$421K -$5.11K -11 -1%
IAIM
1425
International Assets Investment Management
Florida
$420K +$124K +267 +37%
55 56
57
58 59