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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1651
Mezzasalma Advisors
New Jersey
$256K – – –
PWM
1652
Partners Wealth Management
California
$256K -$535 -1 -0.2%
AWP
1653
Ascent Wealth Partners
New York
$256K -$15K -28 -5%
DBIA
1654
Dumont & Blake Investment Advisors
New Jersey
$255K – – –
TSMHT
1655
Thurston Springer Miller Herd & Titak
Indiana
$255K -$3.6M -6,731 -93%
AFW
1656
Avantra Family Wealth
Pennsylvania
$254K -$13.9K -26 -5%
WCM
1657
Wedge Capital Management
North Carolina
$254K -$7.5K -14 -3%
FRM
1658
Fox Run Management
Connecticut
$254K +$280K +522 New
LWP
1659
LeClair Wealth Partners
Ohio
$254K -$427K -797 -60%
BFA
1660
Bragg Financial Advisors
North Carolina
$254K -$2.14K -4 -0.8%
TCOT
1661
Trust Company of Toledo
Ohio
$254K – – –
FP
1662
Financial Perspectives
Minnesota
$253K – – –
CPA
1663
Capital Performance Advisors
California
$251K -$26.2K -49 -9%
MTC
1664
McDaniel Terry & Co
Texas
$251K – – –
SLA
1665
Silver Lake Advisory
Utah
$250K -$10.2K -19 -4%
DE
1666
Diversified Enterprises
Delaware
$249K -$84.1K -157 -23%
FA
1667
FDx Advisors
Illinois
$249K -$171K -319 -38%
WF
1668
Wayfinding Financial
Washington
$249K +$535 +1 +0.2%
GF
1669
GGM Financials
Ohio
$248K +$535 +1 +0.2%
PPG
1670
Peak Planning Group
Colorado
$248K +$535 +1 +0.2%
CMBA
1671
C.M. Bidwell & Associates
Hawaii
$247K -$22K -41 -7%
CFP
1672
Cascade Financial Partners
California
$247K -$11.8K -22 -4%
ATS
1673
Ashton Thomas Securities
New York
$247K +$34.8K +65 +15%
TTWM
1674
TCV Trust & Wealth Management
Virginia
$247K +$271K +507 New
LSL
1675
Legacy Solutions LLC
Pennsylvania
$247K -$5.36K -10 -2%
65 66
67
68 69