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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1451
FSM Wealth Advisors
Ohio
$439K +$442K +865 New
JIC
1452
Joel Isaacson & Co
New York
$438K +$19.9K +39 +5%
MGIA
1453
Matthew Goff Investment Advisor
Texas
$434K +$3.07K +6 +0.7%
CP
1454
Clarendon Private
Massachusetts
$434K +$94K +184 +27%
AC
1455
AlphaCore Capital
California
$434K +$437K +855 New
MCM
1456
Manchester Capital Management
Vermont
$433K +$61.8K +121 +17%
LCS
1457
Levin Capital Strategies
New York
$433K -$51.1K -100 -11%
TWM
1458
Topsail Wealth Management
North Carolina
$432K +$125K +245 +40%
NI
1459
Natural Investments
California
$432K +$4.6K +9 +1%
ACP
1460
Argyle Capital Partners
California
$432K -$20.4K -40 -4%
OL
1461
OneFund LLC
Florida
$431K – – –
DAS
1462
Diversify Advisory Services
Utah
$430K +$447K +874 New
TAM
1463
Taurus Asset Management
New York
$430K – – –
GEM
1464
Global Endowment Management
North Carolina
$429K -$618K -1,210 -59%
CAL
1465
Capital Advisors Ltd
Ohio
$428K +$1.53K +3 +0.4%
PCA
1466
Pallas Capital Advisors
Massachusetts
$426K +$429K +839 New
FA
1467
FDx Advisors
Illinois
$426K -$19.4K -38 -4%
HR
1468
Hardy Reed
Mississippi
$425K +$67.4K +132 +19%
LW
1469
Linscomb Wealth
Texas
$424K +$2.04K +4 +0.5%
CF
1470
Convergence Financial
Missouri
$424K -$4.09K -8 -1%
JSC
1471
Jackson Square Capital
California
$424K -$22.5K -44 -5%
AWA
1472
AGH Wealth Advisors
Kansas
$423K -$10.2K -20 -2%
MAWA
1473
Moss Adams Wealth Advisors
Washington
$423K -$31.7K -62 -7%
MM
1474
MQS Management
New York
$423K +$426K +833 New
CCA
1475
Childress Capital Advisors
Texas
$423K +$17.9K +35 +4%
57 58
59
60 61