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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
1626
Fort Washington Investment Advisors
Ohio
$336K +$41.1K +83 +15%
PFA
1627
Pure Financial Advisors
California
$335K +$97.5K +197 +44%
TVPW
1628
Third View Private Wealth
Connecticut
$334K +$317K +640 New
M1FG
1629
Mach-1 Financial Group
Arkansas
$334K +$317K +640 New
WW
1630
Wright Wealth
Georgia
$333K +$316K +638 New
SRC
1631
Shufro Rose & Co
New York
$331K -$23.3K -47 -7%
TW
1632
Traveka Wealth
California
$331K -$20.3K -41 -6%
EGWAG
1633
Elwood & Goetz Wealth Advisory Group
Georgia
$330K +$9.9K +20 +3%
AO
1634
Advisor OS
Illinois
$330K +$6.43K +13 +2%
CWM
1635
Cornerstone Wealth Management
Missouri
$330K -$63.8K -129 -17%
FCM
1636
Fourpath Capital Management
Oklahoma
$329K -$25.2K -51 -7%
BCG
1637
Breakwater Capital Group
New Jersey
$329K – – –
LMFP
1638
Larry Mathis Financial Planning
Arizona
$329K +$312K +630 New
JMFC
1639
J.M. Forbes & Co
Massachusetts
$328K – – –
AWA
1640
AGH Wealth Advisors
Kansas
$327K -$38.6K -78 -11%
IP
1641
Isthmus Partners
Wisconsin
$325K – – –
1WA
1642
180 Wealth Advisors
Washington
$325K -$5.44K -11 -2%
SIC
1643
Samalin Investment Counsel
New York
$323K -$17.3K -35 -5%
VC
1644
Veracity Capital
Georgia
$323K -$4.95K -10 -2%
SMC
1645
Smith, Moore & Co
Missouri
$321K -$3.96K -8 -1%
AWE
1646
Avidian Wealth Enterprises
Texas
$321K +$34.1K +69 +13%
WLIM
1647
White Lighthouse Investment Management
Massachusetts
$320K – – –
ACA
1648
Affinity Capital Advisors
California
$320K +$19.8K +40 +7%
GC
1649
Grimes & Company
Massachusetts
$320K +$8.41K +17 +3%
SWM
1650
Stronghold Wealth Management
Florida
$319K +$302K +610 New
64 65
66
67 68