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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
XF
1451
XML Financial
Maryland
$443K +$47K +92 +12%
SWA
1452
Stratos Wealth Advisors
Ohio
$440K -$15.3K -30 -3%
SL
1453
Summitry LLC
California
$440K +$4.09K +8 +0.9%
FWA
1454
FSM Wealth Advisors
Ohio
$439K +$442K +865 New
JIC
1455
Joel Isaacson & Co
New York
$438K +$19.9K +39 +5%
MGIA
1456
Matthew Goff Investment Advisor
Texas
$434K +$3.07K +6 +0.7%
CP
1457
Clarendon Private
Massachusetts
$434K +$94K +184 +27%
AC
1458
AlphaCore Capital
California
$434K +$437K +855 New
MCM
1459
Manchester Capital Management
Vermont
$433K +$61.8K +121 +17%
LCS
1460
Levin Capital Strategies
New York
$433K -$51.1K -100 -11%
TWM
1461
Topsail Wealth Management
North Carolina
$432K +$125K +245 +40%
NI
1462
Natural Investments
California
$432K +$4.6K +9 +1%
ACP
1463
Argyle Capital Partners
California
$432K -$20.4K -40 -4%
OL
1464
OneFund LLC
Florida
$431K – – –
DAS
1465
Diversify Advisory Services
Utah
$430K +$447K +874 New
TAM
1466
Taurus Asset Management
New York
$430K – – –
GEM
1467
Global Endowment Management
North Carolina
$429K -$618K -1,210 -59%
CAL
1468
Capital Advisors Ltd
Ohio
$428K +$1.53K +3 +0.4%
PCA
1469
Pallas Capital Advisors
Massachusetts
$426K +$429K +839 New
FA
1470
FDx Advisors
Illinois
$426K -$19.4K -38 -4%
HR
1471
Hardy Reed
Mississippi
$425K +$67.4K +132 +19%
LW
1472
Linscomb Wealth
Texas
$424K +$2.04K +4 +0.5%
CF
1473
Convergence Financial
Missouri
$424K -$4.09K -8 -1%
JSC
1474
Jackson Square Capital
California
$424K -$22.5K -44 -5%
AWA
1475
AGH Wealth Advisors
Kansas
$423K -$10.2K -20 -2%
57 58
59
60 61