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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1451
Simmons Bank
Arkansas
$303K -$11.3K -26 -4%
VC
1452
Veracity Capital
Georgia
$302K +$11.7K +27 +4%
NB
1453
Northwest Bancshares
Pennsylvania
$302K -$433 -1 -0.1%
SWM
1454
Sculati Wealth Management
Michigan
$302K – – –
USCWA
1455
U.S. Capital Wealth Advisors
Texas
$301K -$207K -478 -40%
CFG
1456
Carr Financial Group
Massachusetts
$300K +$2.17K +5 +0.7%
MA
1457
MJP Associates
Connecticut
$300K +$306K +706 New
EA
1458
Eclectic Associates
California
$299K – – –
VFA
1459
Values First Advisors
Tennessee
$299K +$74.5K +172 +32%
SCM
1460
Sandler Capital Management
New York
$298K – – –
SFSG
1461
Sound Financial Strategies Group
Mississippi
$298K +$4.33K +10 +1%
AWM
1462
Aprio Wealth Management
Georgia
$297K +$58.1K +134 +24%
BPFA
1463
Barnes Pettey Financial Advisors
Mississippi
$297K – – –
CFO
1464
CVA Family Office
Colorado
$296K +$433 +1 +0.1%
PPG
1465
Peak Planning Group
Colorado
$295K +$433 +1 +0.1%
AP
1466
Appleton Partners
Massachusetts
$295K -$3.47K -8 -1%
WAP
1467
Wealthcare Advisory Partners
Pennsylvania
$295K +$6.93K +16 +2%
AIA
1468
Alera Investment Advisors
Illinois
$295K +$19.9K +46 +7%
BFO
1469
Biltmore Family Office
North Carolina
$294K – – –
SEA
1470
Stegent Equity Advisors
Texas
$292K +$297K +686 New
BCFD
1471
Boit C.F. David
$291K – – –
IFS
1472
Ifrah Financial Services
Arkansas
$290K +$867 +2 +0.3%
BWG
1473
Berry Wealth Group
Texas
$290K -$110K -254 -27%
MCM
1474
Manchester Capital Management
Vermont
$290K +$27.3K +63 +10%
ALAM
1475
Asahi Life Asset Management
Japan
$289K – – –
57 58
59
60 61