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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PVWM
901
Point View Wealth Management
New Jersey
$506K – – –
RIA
902
Regal Investment Advisors
Michigan
$506K +$519K +1,540 New
WP
903
WealthShield Partners
North Carolina
$505K -$337 -1 -0.1%
SXL
904
Summit X LLC
Missouri
$504K +$513K +1,520 New
HB
905
Homrich & Berg
Georgia
$503K +$40.1K +119 +8%
OTPPB
906
Ontario Teachers' Pension Plan Board
Ontario, Canada
$502K -$1.38M -4,078 -73%
PWP
907
Principle Wealth Partners
Connecticut
$502K +$219K +650 +74%
BS
908
Bessemer Securities
New York
$501K – – –
MAM
909
Madison Asset Management
Wisconsin
$501K +$514K +1,525 New
NAM
910
North American Management
Massachusetts
$493K – – –
CC
911
Cadinha & Co
Hawaii
$493K -$6.75K -20 -1%
MCM
912
Mason Capital Management
New York
$493K +$506K +1,500 New
OFS
913
OneAscent Financial Services
Alabama
$486K -$239K -709 -32%
PFBT
914
Parkside Financial Bank & Trust
Missouri
$484K -$165K -490 -25%
GT
915
Glenview Trust
Kentucky
$483K – – –
GFP
916
Gryphon Financial Partners
Ohio
$483K +$51.3K +152 +12%
FI
917
FormulaFolio Investments
Michigan
$478K +$490K +1,454 New
HKAM
918
Horizon Kinetics Asset Management
New York
$475K -$33.7K -100 -6%
FNBOH
919
First National Bank of Hutchinson
Kansas
$469K +$2.36K +7 +0.5%
HWA
920
Heritage Wealth Advisors
Virginia
$469K +$482K +1,428 New
OPS
921
Orion Portfolio Solutions
Nebraska
$465K -$11.1K -33 -2%
RSC
922
Red Spruce Capital
Pennsylvania
$465K +$53.3K +158 +13%
TW
923
TrinityPoint Wealth
Connecticut
$464K +$490K +1,453 New
WA
924
Wambolt & Associates
Colorado
$463K +$62.1K +184 +15%
ADL
925
Asset Dedication LLC
California
$462K +$18.6K +55 +4%
35 36
37
38 39