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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TL
1451
Tradewinds LLC
North Carolina
$304K +$300K +691 New
CPA
1452
Capital Planning Advisors
California
$304K -$9.54K -22 -3%
SB
1453
Simmons Bank
Arkansas
$303K -$11.3K -26 -4%
VC
1454
Veracity Capital
Georgia
$302K +$11.7K +27 +4%
NB
1455
Northwest Bancshares
Pennsylvania
$302K -$433 -1 -0.1%
SWM
1456
Sculati Wealth Management
Michigan
$302K – – –
USCWA
1457
U.S. Capital Wealth Advisors
Texas
$301K -$207K -478 -40%
CFG
1458
Carr Financial Group
Massachusetts
$300K +$2.17K +5 +0.7%
MA
1459
MJP Associates
Connecticut
$300K +$306K +706 New
EA
1460
Eclectic Associates
California
$299K – – –
VFA
1461
Values First Advisors
Tennessee
$299K +$74.5K +172 +32%
SCM
1462
Sandler Capital Management
New York
$298K – – –
SFSG
1463
Sound Financial Strategies Group
Mississippi
$298K +$4.33K +10 +1%
AWM
1464
Aprio Wealth Management
Georgia
$297K +$58.1K +134 +24%
BPFA
1465
Barnes Pettey Financial Advisors
Mississippi
$297K – – –
CFO
1466
CVA Family Office
Colorado
$296K +$433 +1 +0.1%
PPG
1467
Peak Planning Group
Colorado
$295K +$433 +1 +0.1%
AP
1468
Appleton Partners
Massachusetts
$295K -$3.47K -8 -1%
WAP
1469
Wealthcare Advisory Partners
Pennsylvania
$295K +$6.93K +16 +2%
AIA
1470
Alera Investment Advisors
Illinois
$295K +$19.9K +46 +7%
BFO
1471
Biltmore Family Office
North Carolina
$294K – – –
SEA
1472
Stegent Equity Advisors
Texas
$292K +$297K +686 New
BCFD
1473
Boit C.F. David
$291K – – –
IFS
1474
Ifrah Financial Services
Arkansas
$290K +$867 +2 +0.3%
BWG
1475
Berry Wealth Group
Texas
$290K -$110K -254 -27%
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