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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1501
IVC Wealth Advisors
Pennsylvania
$260K +$6.43K +15 +3%
MCM
1502
Mitchell Capital Management
Kansas
$259K -$172K -402 -41%
GA
1503
Goldstein Advisors
Wisconsin
$259K -$1.72K -4 -0.7%
CFP
1504
Cascade Financial Partners
California
$259K – – –
CIA
1505
Compass Ion Advisors
Pennsylvania
$258K – – –
GAG
1506
Goodman Advisory Group
Massachusetts
$257K -$34.3K -80 -12%
CMS
1507
Capital Market Strategies
Florida
$256K – – –
SW
1508
StrongBox Wealth
Missouri
$256K – – –
KFI
1509
Key Financial Inc
Pennsylvania
$255K +$77.2K +180 +46%
JMFC
1510
J.M. Forbes & Co
Massachusetts
$254K – – –
FNT
1511
First Nebraska Trust
Nebraska
$253K – – –
MG
1512
Marex Group
$252K – – –
RDWM
1513
Red Door Wealth Management
Tennessee
$252K -$17.6K -41 -7%
NFC
1514
Northeast Financial Consultants
Connecticut
$252K – – –
HIGP
1515
Hill Investment Group Partners
Missouri
$251K +$3K +7 +1%
BFG
1516
Bouchey Financial Group
New York
$251K +$6.86K +16 +3%
FIM
1517
Freedom Investment Management
Connecticut
$251K -$37.8K -88 -14%
CIP
1518
Convergence Investment Partners
Florida
$250K -$3.43K -8 -1%
SIC
1519
Salem Investment Counselors
North Carolina
$248K -$28.3K -66 -11%
VAG
1520
VisionPoint Advisory Group
Texas
$248K -$17.6K -41 -7%
DWM
1521
Darwin Wealth Management
Florida
$248K +$23.6K +55 +11%
WF
1522
Wayfinding Financial
Washington
$247K +$238K +554 New
RB
1523
Renasant Bank
Mississippi
$247K +$237K +553 New
PWP
1524
Phillips Wealth Planners
Mississippi
$246K +$9.44K +22 +4%
AWM
1525
Aviso Wealth Management
Washington
$246K +$12K +28 +5%
59 60
61
62 63