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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ETI
1126
Enterprise Trust & Investment
California
$287K – – –
IGGA
1127
Iron Gate Global Advisors
Utah
$287K +$269K +700 New
BDF
1128
Balasa Dinverno & Foltz
$286K -$13.1K -34 -5%
MGIA
1129
Moneta Group Investment Advisors
Missouri
$284K +$266K +692 New
MSFS
1130
Main Street Financial Solutions
Pennsylvania
$283K -$9.99K -26 -4%
RPWA
1131
Regent Peak Wealth Advisors
Georgia
$283K +$8.07K +21 +3%
NB
1132
Northwest Bancshares
Pennsylvania
$280K – – –
NA
1133
NewEdge Advisors
Louisiana
$278K +$39.2K +102 +18%
MA
1134
MJP Associates
Connecticut
$277K +$384 +1 +0.1%
MS
1135
Maven Securities
Jersey
$277K +$259K +675 New
SSWG
1136
Seven Springs Wealth Group
Tennessee
$276K +$236K +614 +1,041%
CB
1137
CNB Bank
Pennsylvania
$275K +$39.2K +102 +18%
EF
1138
Empowered Funds
Pennsylvania
$275K +$257K +670 New
AFWM
1139
AMJ Financial Wealth Management
Virginia
$274K – – –
SRC
1140
Shufro Rose & Co
New York
$274K – – –
UBV
1141
United Bank (Virginia)
Virginia
$274K +$257K +668 New
ACA
1142
Affinity Capital Advisors
California
$273K -$7.69K -20 -3%
PPW
1143
Pasadena Private Wealth
California
$268K +$1.54K +4 +0.6%
LWMM
1144
Legacy Wealth Management (Mississippi)
Mississippi
$268K – – –
FMT
1145
First Mercantile Trust
Tennessee
$267K -$23.1K -60 -8%
ANTB
1146
AMG National Trust Bank
Colorado
$266K -$6.92K -18 -3%
AWA
1147
Arete Wealth Advisors
Illinois
$266K – – –
MSS
1148
Mitchell Sinkler & Starr
Pennsylvania
$266K +$13.5K +35 +6%
PFM
1149
Parsec Financial Management
North Carolina
$264K – – –
AWP
1150
Ascent Wealth Partners
New York
$262K +$246K +639 New
44 45
46
47 48