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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
1426
Jaffetilchin Investment Partners
Florida
$281K +$395 +1 +0.2%
ACM
1427
Avalon Capital Management
California
$279K – – –
NAMP
1428
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$279K – – –
CP
1429
Canopy Partners
Ohio
$278K +$249K +631 New
TFM
1430
TFC Financial Management
Massachusetts
$278K -$395 -1 -0.2%
FMWA
1431
Forvis Mazars Wealth Advisors
Missouri
$276K +$9.08K +23 +4%
V
1432
VeraBank
Texas
$276K – – –
AP
1433
Adero Partners
California
$273K +$245K +620 New
MCM
1434
Manchester Capital Management
Vermont
$272K +$19.3K +49 +9%
BCM
1435
BlueCrest Capital Management
Jersey
$271K -$505K -1,279 -68%
TCOT
1436
Trust Company of Toledo
Ohio
$269K – – –
VAG
1437
VisionPoint Advisory Group
Texas
$269K +$5.13K +13 +2%
BB
1438
Busey Bank
Illinois
$269K +$241K +611 New
GAM
1439
Gould Asset Management
California
$268K +$240K +608 New
LWMM
1440
Legacy Wealth Management (Mississippi)
Mississippi
$267K – – –
TBC
1441
Ted Buchan & Co
California
$266K – – –
TWP
1442
Tyche Wealth Partners
Texas
$265K +$238K +602 New
PWMG
1443
Provence Wealth Management Group
California
$265K +$237K +601 New
GA
1444
Goldstein Advisors
Wisconsin
$264K -$13K -33 -5%
CMP
1445
Courage Miller Partners
Virginia
$262K – – –
NW
1446
Naviter Wealth
Arkansas
$262K +$235K +595 New
MRWM
1447
ML&R Wealth Management
Texas
$262K – – –
WFA
1448
Wellspring Financial Advisors
Ohio
$262K -$28.4K -72 -11%
NPT
1449
National Philanthropic Trust
Pennsylvania
$261K +$234K +593 New
SW
1450
StrongBox Wealth
Missouri
$258K +$3.95K +10 +2%
56 57
58
59 60