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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
M1FG
1626
Mach-1 Financial Group
Arkansas
$334K +$317K +640 New
WW
1627
Wright Wealth
Georgia
$333K +$316K +638 New
SRC
1628
Shufro Rose & Co
New York
$331K -$23.3K -47 -7%
TW
1629
Traveka Wealth
California
$331K -$20.3K -41 -6%
EGWAG
1630
Elwood & Goetz Wealth Advisory Group
Georgia
$330K +$9.9K +20 +3%
AO
1631
Advisor OS
Illinois
$330K +$6.43K +13 +2%
CWM
1632
Cornerstone Wealth Management
Missouri
$330K -$63.8K -129 -17%
FCM
1633
Fourpath Capital Management
Oklahoma
$329K -$25.2K -51 -7%
BCG
1634
Breakwater Capital Group
New Jersey
$329K – – –
LMFP
1635
Larry Mathis Financial Planning
Arizona
$329K +$312K +630 New
JMFC
1636
J.M. Forbes & Co
Massachusetts
$328K – – –
AWA
1637
AGH Wealth Advisors
Kansas
$327K -$38.6K -78 -11%
IP
1638
Isthmus Partners
Wisconsin
$325K – – –
1WA
1639
180 Wealth Advisors
Washington
$325K -$5.44K -11 -2%
AFPL
1640
Advus Financial Partners, LLC
Florida
$324K -$34.1K -69 -10%
SIC
1641
Samalin Investment Counsel
New York
$323K -$17.3K -35 -5%
VC
1642
Veracity Capital
Georgia
$323K -$4.95K -10 -2%
SMC
1643
Smith, Moore & Co
Missouri
$321K -$3.96K -8 -1%
AWE
1644
Avidian Wealth Enterprises
Texas
$321K +$34.1K +69 +13%
WLIM
1645
White Lighthouse Investment Management
Massachusetts
$320K – – –
ACA
1646
Affinity Capital Advisors
California
$320K +$19.8K +40 +7%
GC
1647
Grimes & Company
Massachusetts
$320K +$8.41K +17 +3%
SWM
1648
Stronghold Wealth Management
Florida
$319K +$302K +610 New
CFG
1649
Carr Financial Group
Massachusetts
$318K -$3.96K -8 -1%
CWA
1650
Canvas Wealth Advisors
Kansas
$318K -$1.48K -3 -0.5%
64 65
66
67 68