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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFG
1501
S Harris Financial Group
Texas
$362K +$93.8K +202 +31%
ST
1502
Sageworth Trust
Pennsylvania
$362K +$203K +437 +106%
FIM
1503
FWL Investment Management
Texas
$362K +$383K +825 +3,300%
SC
1504
Shay Capital
New York
$362K +$395K +850 New
DCM
1505
Dudley Capital Management
Virginia
$359K – – –
NL
1506
NWAM LLC
Washington
$358K -$12.5K -27 -3%
VAG
1507
VisionPoint Advisory Group
Texas
$358K -$33K -71 -8%
SP
1508
Stonebrook Private
Michigan
$358K +$20.4K +44 +6%
TFP
1509
Tilia Fiduciary Partners
North Carolina
$358K -$9.29K -20 -2%
SLG
1510
Stanley-Laman Group
Pennsylvania
$358K +$62.7K +135 +19%
WAP
1511
Wealthcare Advisory Partners
Pennsylvania
$356K -$2.32K -5 -0.6%
BFO
1512
Biltmore Family Office
North Carolina
$355K +$3.71K +8 +1%
TVPW
1513
Third View Private Wealth
Connecticut
$355K +$90.1K +194 +30%
NP
1514
Nilsine Partners
Colorado
$352K -$304K -654 -45%
APW
1515
Acima Private Wealth
Virginia
$351K – – –
GKFF
1516
George Kaiser Family Foundation
Oklahoma
$351K – – –
PGCM
1517
Prescott Group Capital Management
Oklahoma
$351K – – –
1CP
1518
1015 Capital Partners
Pennsylvania
$351K +$929 +2 +0.2%
IIC
1519
Integrated Investment Consultants
Michigan
$351K +$28.3K +61 +8%
CFO
1520
CVA Family Office
Colorado
$351K +$21.4K +46 +6%
SW
1521
Simplicity Wealth
New Jersey
$350K +$31.1K +67 +9%
SFS
1522
Sowell Financial Services
Arkansas
$348K -$14.4K -31 -4%
IFG
1523
Independent Financial Group
California
$348K +$36.2K +78 +11%
GRR
1524
Golden Reserve Retirement
Ohio
$347K +$378K +815 New
GAG
1525
Goodman Advisory Group
Massachusetts
$346K +$284K +611 +301%
59 60
61
62 63