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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1126
Gerber Kawasaki Wealth & Investment Management
California
$215K -$40.3K -121 -17%
BFA
1127
Bragg Financial Advisors
North Carolina
$215K +$202K +608 New
PCM
1128
Penserra Capital Management
California
$214K +$32.6K +98 +19%
BFPW
1129
BOK Financial Private Wealth
Colorado
$213K +$200K +602 New
HIP
1130
HUB Investment Partners
Texas
$212K – – –
TIA
1131
Traphagen Investment Advisors
New Jersey
$212K +$200K +600 New
DHFB
1132
Dixon Hubard Feinour & Brown
Virginia
$211K – – –
CMP
1133
Courage Miller Partners
Virginia
$210K +$198K +595 New
OWA
1134
One Wealth Advisors
California
$209K +$197K +593 New
PA
1135
PFG Advisors
Arizona
$208K +$197K +591 New
BWP
1136
BSW Wealth Partners
Colorado
$207K +$195K +585 New
V
1137
VeraBank
Texas
$204K +$192K +578 New
MOS
1138
MGO One Seven
Ohio
$204K +$193K +579 New
NA
1139
NewEdge Advisors
Louisiana
$203K -$133K -400 -41%
MP
1140
McDonald Partners
Ohio
$203K +$191K +575 New
CB
1141
CNB Bank
Pennsylvania
$201K +$51.9K +156 +38%
JF
1142
Jump Financial
Illinois
$201K +$189K +569 New
5L
1143
55I LLC
Massachusetts
$201K +$190K +570 New
KCPG
1144
Kavar Capital Partners Group
Kansas
$201K +$190K +570 New
CG
1145
Corundum Group
Colorado
$201K +$190K +571 New
SVWAG
1146
Sound View Wealth Advisors Group
Georgia
$201K +$190K +571 New
BCA
1147
Berman Capital Advisors
Georgia
$194K +$35.6K +107 +24%
LC
1148
Lindbrook Capital
California
$168K +$8.32K +25 +6%
CFA
1149
Carroll Financial Associates
North Carolina
$167K -$129K -389 -45%
BCP
1150
Blue Chip Partners
Michigan
$166K -$62.9K -189 -29%
44 45
46
47 48