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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1776
FDx Advisors
Illinois
$209K +$228K +491 New
CPIA
1777
Cornell Pochily Investment Advisors
New York
$209K -$327K -704 -59%
CFA
1778
CWS Financial Advisors
Michigan
$208K +$13.9K +30 +7%
LOWM
1779
Laurel Oak Wealth Management
New Jersey
$208K -$195K -420 -46%
FI
1780
Finivi Inc
Massachusetts
$208K -$809K -1,742 -78%
PL
1781
Plancorp LLC
Missouri
$208K -$39.5K -85 -15%
FOA
1782
Five Oceans Advisors
California
$207K -$4.18K -9 -2%
KFI
1783
Key Financial Inc
Pennsylvania
$207K -$929 -2 -0.4%
TTWM
1784
TCV Trust & Wealth Management
Virginia
$207K -$9.29K -20 -4%
VA
1785
Valmark Advisers
Ohio
$207K +$22.3K +48 +11%
CF
1786
Clarity Financial
Texas
$207K +$226K +486 New
MBT
1787
Montecito Bank & Trust
California
$207K +$226K +486 New
TPF
1788
Tribridge Partners Financial
Maryland
$207K +$7.43K +16 +3%
ELM
1789
Elite Life Management
Florida
$206K +$11.1K +24 +5%
OCM
1790
One Capital Management
California
$205K +$45.5K +98 +26%
TPA
1791
Trivium Point Advisory
Connecticut
$205K -$594K -1,280 -73%
SRL
1792
Scientech Research LLC
New Jersey
$205K -$442K -952 -66%
AWM
1793
Accurate Wealth Management
Florida
$205K -$1.75M -3,763 -88%
BB
1794
Bell Bank
North Dakota
$205K -$519K -1,117 -70%
LFA
1795
LifeGuide Financial Advisors
Pennsylvania
$204K – – –
UWP
1796
Uniting Wealth Partners
Kansas
$204K +$8.82K +19 +4%
WIA
1797
Wealthedge Investment Advisors
New York
$204K +$222K +479 New
HI
1798
Hendershot Investments
Virginia
$203K – – –
BIA
1799
Bell Investment Advisors
California
$203K -$15.3K -33 -6%
S
1800
Sunpointe
Missouri
$203K -$17.2K -37 -7%
70 71
72
73 74