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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
1726
Millstone Evans Group
Colorado
$221K – – –
VBA
1727
von Borstel & Associates
Oregon
$221K +$240K +449 New
TFS
1728
Thoroughbred Financial Services
Tennessee
$221K +$244K +455 New
WC
1729
Wynn Capital
Georgia
$221K – – –
TPF
1730
Tribridge Partners Financial
Maryland
$221K +$248K +463 New
KWA
1731
Kondo Wealth Advisors
California
$220K -$12.3K -23 -5%
RWM
1732
Rench Wealth Management
Texas
$220K +$242K +452 New
SAI
1733
Systematic Alpha Investments
New Jersey
$220K – – –
APP
1734
Avantax Planning Partners
Iowa
$218K +$30K +56 +14%
RA
1735
RFG Advisory
Alabama
$218K -$55.2K -103 -19%
FI
1736
Financial Insights
Washington
$218K +$6.96K +13 +3%
CT
1737
ClearAlpha Technologies
Connecticut
$217K +$238K +445 New
MNBTD
1738
Moody National Bank Trust Division
Texas
$216K – – –
PFA
1739
Pure Financial Advisors
California
$216K +$2.68K +5 +1%
GPI
1740
General Partner Inc
Pennsylvania
$216K – – –
SPP
1741
Single Point Partners
Massachusetts
$215K -$18.7K -35 -7%
CP
1742
Canopy Partners
Ohio
$215K -$32.1K -60 -12%
LWM
1743
Lionshead Wealth Management
New York
$215K +$236K +441 New
FPW
1744
Flywheel Private Wealth
California
$214K – – –
VBCG
1745
Valley Brook Capital Group
Pennsylvania
$214K +$8.03K +15 +4%
CF
1746
Claris Financial
Virginia
$214K +$235K +439 New
DWM
1747
Daner Wealth Management
Georgia
$213K +$241K +450 New
NPT
1748
National Philanthropic Trust
Pennsylvania
$212K +$233K +436 New
FI
1749
FWG Investments
Kentucky
$212K -$62.6K -117 -21%
PAS
1750
Parsonex Advisory Services
Colorado
$212K -$8.03K -15 -3%
68 69
70
71 72