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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1501
Romano Brothers & Co
Illinois
$330K – – –
GA
1502
Goldstein Advisors
Wisconsin
$328K +$26.7K +54 +9%
JIP
1503
Jaffetilchin Investment Partners
Florida
$327K -$10.9K -22 -3%
SRC
1504
Shufro Rose & Co
New York
$324K – – –
AWP
1505
Ascent Wealth Partners
New York
$324K -$21.3K -43 -6%
V
1506
VeraBank
Texas
$323K – – –
FI
1507
FWG Investments
Kentucky
$323K -$13.4K -27 -4%
FA
1508
Fermata Advisors
California
$320K +$12.4K +25 +4%
CIA
1509
Compass Ion Advisors
Pennsylvania
$318K +$4.45K +9 +1%
EGWAG
1510
Elwood & Goetz Wealth Advisory Group
Georgia
$316K +$303K +612 New
WMWM
1511
Whitaker-Myers Wealth Managers
Ohio
$316K +$302K +611 New
SWA
1512
Stratos Wealth Advisors
Ohio
$315K +$56.9K +115 +23%
GAM
1513
Gould Asset Management
California
$314K -$14.8K -30 -5%
TWP
1514
Tyche Wealth Partners
Texas
$314K +$2.97K +6 +1%
CMS
1515
Capital Market Strategies
Florida
$313K +$15.3K +31 +5%
TBC
1516
Ted Buchan & Co
California
$312K – – –
PWP
1517
Phillips Wealth Planners
Mississippi
$312K +$30.2K +61 +12%
EFG
1518
Ethos Financial Group
Pennsylvania
$309K -$12.9K -26 -4%
USCWA
1519
U.S. Capital Wealth Advisors
Texas
$309K -$64.3K -130 -18%
BIA
1520
Benchmark Investment Advisors
Illinois
$308K -$340K -687 -54%
CMP
1521
Courage Miller Partners
Virginia
$307K – – –
KLCM
1522
KG&L Capital Management
Louisiana
$307K +$294K +595 New
SFI
1523
SPC Financial Inc
Maryland
$306K -$11.4K -23 -4%
GVAG
1524
Great Valley Advisor Group
Delaware
$305K +$30.7K +62 +12%
RA
1525
Ruggaard & Associates
Ohio
$304K -$7.42K -15 -2%
59 60
61
62 63