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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1576
Hardy Reed
Mississippi
$316K -$32.5K -70 -9%
CWP
1577
Curated Wealth Partners
California
$316K +$94.2K +203 +38%
WS
1578
Wilian Securities
Minnesota
$316K +$30.6K +66 +10%
SW
1579
SVB Wealth
Massachusetts
$314K -$41.3K -89 -11%
VCM
1580
Versant Capital Management
Arizona
$310K +$37.6K +81 +13%
SFSG
1581
Sound Financial Strategies Group
Mississippi
$309K -$233K -501 -41%
GAM
1582
Gould Asset Management
California
$308K +$66.4K +143 +25%
G
1583
GenTrust
Florida
$307K +$335K +721 New
EFG
1584
Elm3 Financial Group
Georgia
$306K -$4.64K -10 -1%
DOA
1585
D'Orazio & Associates
Virginia
$306K -$58K -125 -15%
AAA
1586
AG Asset Advisory
California
$304K – – –
CPW
1587
Cove Private Wealth
New York
$303K +$331K +713 New
PTC
1588
Philadelphia Trust Company
Pennsylvania
$302K – – –
NB
1589
Northwest Bancshares
Pennsylvania
$302K – – –
CIA
1590
Caerus Investment Advisors
Texas
$302K +$329K +709 New
LCM
1591
LVM Capital Management
Michigan
$301K – – –
CF
1592
Convergence Financial
Missouri
$301K -$176K -379 -35%
TW
1593
Traveka Wealth
California
$301K +$34.4K +74 +12%
FNWM
1594
Financial Network Wealth Management
Utah
$299K -$68.2K -147 -17%
VCM
1595
Virtue Capital Management
Tennessee
$299K +$5.57K +12 +2%
PFG
1596
PAX Financial Group
Texas
$298K -$91.9K -198 -22%
CBB
1597
Citizens Business Bank
California
$298K – – –
GWP
1598
Gen-Wealth Partners
Michigan
$296K +$10.2K +22 +3%
MHC
1599
May Hill Capital
Massachusetts
$296K +$9.75K +21 +3%
BFA
1600
Brendel Financial Advisors
New Hampshire
$296K -$3.41M -7,346 -91%
62 63
64
65 66