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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1651
Carr Financial Group
Massachusetts
$318K -$3.96K -8 -1%
CWA
1652
Canvas Wealth Advisors
Kansas
$318K -$1.48K -3 -0.5%
IWP
1653
Innova Wealth Partners
Pennsylvania
$318K +$29.2K +59 +11%
PSP
1654
Principal Street Partners
Tennessee
$317K +$12.9K +26 +4%
BWS
1655
Broadway Wealth Solutions
Texas
$317K -$3.46K -7 -1%
CIA
1656
Compass Ion Advisors
Pennsylvania
$316K -$8.91K -18 -3%
SCM
1657
Sunbeam Capital Management
Georgia
$315K +$5.94K +12 +2%
MMCM
1658
Murphy & Mullick Capital Management
New York
$315K – – –
PAM
1659
Paradigm Asset Management
New York
$314K – – –
PA
1660
Probity Advisors
Texas
$313K +$296K +599 New
S
1661
Storgate
Texas
$313K +$296K +598 New
V
1662
VeraBank
Texas
$312K – – –
GAA
1663
Global Assets Advisory
Florida
$311K -$13.4K -27 -4%
FCBT
1664
First Citizens Bank & Trust
North Carolina
$310K +$294K +594 New
IFS
1665
Ifrah Financial Services
Arkansas
$309K -$3.96K -8 -1%
NW
1666
Naviter Wealth
Arkansas
$309K -$63.8K -129 -18%
KTC
1667
Kentucky Trust Company
Kentucky
$308K – – –
FFA
1668
Founders Financial Alliance
North Carolina
$308K -$170K -344 -37%
CB
1669
Community Bank
New York
$307K -$10.4K -21 -3%
EW
1670
Elyxium Wealth
California
$306K +$9.9K +20 +4%
PL
1671
Plancorp LLC
Missouri
$306K -$9.9K -20 -3%
GAM
1672
Gould Asset Management
California
$304K -$5.44K -11 -2%
CA
1673
COFG Advisors
Illinois
$302K +$286K +578 New
WAG
1674
Wallace Advisory Group
California
$302K -$167K -338 -37%
IWN
1675
Independent Wealth Network
Iowa
$302K -$990 -2 -0.3%
65 66
67
68 69