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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
1151
First Bankers Trust
Kentucky
$467K +$5.11K +13 +1%
LIM
1152
Leavell Investment Management
Alabama
$466K +$1.97K +5 +0.4%
ACL
1153
Applied Capital LLC
Florida
$464K – – –
CCB
1154
Country Club Bank
Missouri
$456K – – –
WHG
1155
Westwood Holdings Group
Texas
$455K +$490K +1,246 New
GSEP
1156
Golden State Equity Partners
California
$454K +$85.7K +218 +21%
CA
1157
Centerpoint Advisors
Massachusetts
$450K – – –
JCM
1158
JS Capital Management
New York
$448K +$482K +1,225 New
FIM
1159
Freedom Investment Management
Connecticut
$446K -$231K -587 -33%
JF
1160
Joule Financial
Kentucky
$445K – – –
DIA
1161
Dana Investment Advisors
Wisconsin
$444K +$2.75K +7 +0.6%
SQA
1162
Simon Quick Advisors
New Jersey
$443K +$241K +614 +103%
IWP
1163
Invenio Wealth Partners
Florida
$443K -$54.3K -138 -10%
GCMG
1164
Gyroscope Capital Management Group
Florida
$443K +$162K +411 +51%
GL
1165
Graypoint LLC
New York
$441K -$23.6K -60 -5%
SS
1166
Sunbelt Securities
Texas
$441K -$8.65K -22 -2%
BBP
1167
Banco BTG Pactual
Brazil
$438K +$472K +1,200 New
LOAMU
1168
Lombard Odier Asset Management (USA)
New York
$438K +$234K +595 +98%
FFA
1169
Founders Financial Alliance
North Carolina
$438K -$84.5K -215 -15%
USCWA
1170
U.S. Capital Wealth Advisors
Texas
$435K -$18.9K -48 -4%
TFP
1171
Tilia Fiduciary Partners
North Carolina
$435K -$393 -1 -0.1%
FFA
1172
Farther Finance Advisors
California
$435K +$229K +582 +96%
FTWA
1173
Fifth Third Wealth Advisors
Ohio
$434K +$108K +275 +30%
LAS
1174
LWM Advisory Services
Florida
$434K – – –
MGIA
1175
Moneta Group Investment Advisors
Missouri
$433K -$62.1K -158 -12%
45 46
47
48 49