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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1501
TFC Financial Management
Massachusetts
$269K +$867 +2 +0.3%
V
1502
VeraBank
Texas
$266K – – –
ANTB
1503
AMG National Trust Bank
Colorado
$265K -$22.1K -51 -8%
SIC
1504
Salem Investment Counselors
North Carolina
$265K +$28.6K +66 +12%
NCFG
1505
New Century Financial Group
New Jersey
$265K -$34.2K -79 -11%
XF
1506
XML Financial
Maryland
$265K +$45.5K +105 +20%
JWCA
1507
J.W. Cole Advisors
Florida
$264K +$70.2K +162 +35%
EBA
1508
Eagle Bay Advisors
New York
$263K -$18.6K -43 -7%
LA
1509
Legacy Advisors
Pennsylvania
$262K -$51.6K -119 -16%
FMWA
1510
Forvis Mazars Wealth Advisors
Missouri
$260K -$6.93K -16 -3%
GAM
1511
Gould Asset Management
California
$259K – – –
CIA
1512
Compass Ion Advisors
Pennsylvania
$258K -$16.5K -38 -6%
RA
1513
Ruggaard & Associates
Ohio
$258K +$11.7K +27 +5%
LWMM
1514
Legacy Wealth Management (Mississippi)
Mississippi
$257K – – –
RDWM
1515
Red Door Wealth Management
Tennessee
$257K +$52K +120 +25%
TBC
1516
Ted Buchan & Co
California
$257K – – –
TWP
1517
Tyche Wealth Partners
Texas
$256K -$433 -1 -0.2%
LI
1518
Lafayette Investments
Maryland
$255K +$40.7K +94 +19%
WFA
1519
Wellspring Financial Advisors
Ohio
$255K +$2.17K +5 +0.8%
GRP
1520
Global Retirement Partners
California
$254K -$28.6K -66 -10%
VAG
1521
VisionPoint Advisory Group
Texas
$254K -$6.07K -14 -2%
CMP
1522
Courage Miller Partners
Virginia
$253K – – –
DOA
1523
D'Orazio & Associates
Virginia
$253K +$48.5K +112 +23%
SIC
1524
Samalin Investment Counsel
New York
$253K -$45.5K -105 -15%
MRWM
1525
ML&R Wealth Management
Texas
$253K – – –
59 60
61
62 63