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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1126
Lincoln Capital
Nebraska
$937K -$26.5K -57 -3%
CM
1127
CastleKnight Management
New York
$936K +$1.02M +2,200 New
SWGC
1128
Summit Wealth Group (Colorado)
Colorado
$931K +$72.9K +157 +8%
TCM
1129
Tandem Capital Management
New Jersey
$926K +$1.01M +2,177 New
CAM
1130
Congress Asset Management
Massachusetts
$925K -$85.9K -185 -8%
BWP
1131
Barlow Wealth Partners
Kentucky
$923K +$1.86K +4 +0.2%
ACM
1132
Allred Capital Management
Texas
$920K +$12.1K +26 +1%
SG
1133
StoneX Group
New York
$920K -$1.3M -2,807 -56%
VWM
1134
Venturi Wealth Management
Texas
$914K +$102K +220 +11%
SCM
1135
Shelton Capital Management
Colorado
$911K -$260K -559 -21%
FLPIM
1136
F.L. Putnam Investment Management
Massachusetts
$911K -$126K -271 -11%
CPW
1137
Crestmont Private Wealth
Texas
$909K +$139K +299 +16%
SSCM
1138
Sovereign's Capital Management
Georgia
$903K +$259K +558 +36%
IA
1139
IFP Advisors
Florida
$897K +$78.5K +169 +9%
AF
1140
Advisornet Financial
Minnesota
$896K -$65.9K -142 -6%
VA
1141
VestGen Advisors
Illinois
$894K -$1.21M -2,614 -55%
OIS
1142
Okabena Investment Services
Minnesota
$894K -$202K -435 -17%
SACTSONJ
1143
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$893K +$974K +2,099 New
HIA
1144
Harbor Investment Advisory
Maryland
$877K -$499K -1,074 -34%
CSP
1145
Cary Street Partners
Virginia
$876K +$20.4K +44 +2%
PWMAG
1146
Pinnacle Wealth Management Advisory Group
New Jersey
$873K +$436K +939 +84%
IIC
1147
Ironwood Investment Counsel
Arizona
$872K -$50.6K -109 -5%
BCFD
1148
Boit C.F. David
$872K +$627K +1,350 +193%
IIM
1149
Ironwood Investment Management
Massachusetts
$872K -$46.9K -101 -5%
JF
1150
Jump Financial
Illinois
$869K -$2.25M -4,846 -70%
44 45
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