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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1451
Dudley Capital Management
Virginia
$344K – – –
TFP
1452
Tilia Fiduciary Partners
North Carolina
$343K +$845 +2 +0.2%
IWP
1453
Innova Wealth Partners
Pennsylvania
$343K +$63.3K +150 +22%
BFO
1454
Biltmore Family Office
North Carolina
$343K +$2.96K +7 +0.8%
CFSG
1455
Community Financial Services Group
Vermont
$342K +$7.18K +17 +2%
PFA
1456
Pure Financial Advisors
California
$341K +$64.2K +152 +22%
SFS
1457
Sowell Financial Services
Arkansas
$340K +$8.02K +19 +2%
DWM
1458
Destination Wealth Management
California
$340K +$24.9K +59 +8%
OL
1459
OneFund LLC
Florida
$337K -$10.6K -25 -3%
APW
1460
Acima Private Wealth
Virginia
$336K – – –
QC
1461
Quent Capital
New York
$336K -$29.1K -69 -8%
ECA
1462
Elevated Capital Advisors
Utah
$335K -$250K -592 -42%
1CP
1463
1015 Capital Partners
Pennsylvania
$335K -$1.69K -4 -0.5%
CFA
1464
Churchill Financial Advisors
Kentucky
$333K -$18.6K -44 -5%
RA
1465
Riversedge Advisors
Delaware
$333K +$345K +817 New
3IP
1466
3Chopt Investment Partners
Virginia
$332K -$26.6K -63 -7%
PHS
1467
Pekin Hardy Strauss
Illinois
$331K – – –
PFBT
1468
Parkside Financial Bank & Trust
Missouri
$330K -$166K -394 -33%
SYBT
1469
Stock Yards Bank & Trust
Kentucky
$325K -$60.4K -143 -15%
CA
1470
Centerpoint Advisors
Massachusetts
$325K – – –
MCM
1471
Manchester Capital Management
Vermont
$325K -$1.69K -4 -0.5%
FWI
1472
Facet Wealth Inc
Maryland
$323K +$335K +794 New
HR
1473
Hardy Reed
Mississippi
$323K +$20.7K +49 +7%
SG
1474
Somerset Group
Minnesota
$323K – – –
OP
1475
Oslo Pensjonsforsikring
$322K – – –
57 58
59
60 61