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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1176
Childress Capital Advisors
Texas
$241K +$226K +588 New
MP
1177
McDonald Partners
Ohio
$239K +$3.08K +8 +1%
SVWAG
1178
Sound View Wealth Advisors Group
Georgia
$238K +$3.84K +10 +2%
5L
1179
55I LLC
Massachusetts
$238K +$4.23K +11 +2%
FLPIM
1180
F.L. Putnam Investment Management
Massachusetts
$236K -$37.3K -97 -14%
CG
1181
Corundum Group
Colorado
$234K – – –
KCPG
1182
Kavar Capital Partners Group
Kansas
$234K – – –
KP
1183
Keel Point
Alabama
$232K +$218K +566 New
SPP
1184
Single Point Partners
Massachusetts
$227K +$212K +552 New
IWA
1185
IVC Wealth Advisors
Pennsylvania
$225K +$211K +549 New
BWP
1186
BSW Wealth Partners
Colorado
$224K -$15K -39 -7%
GGI
1187
Godsey & Gibb Inc
Virginia
$221K +$207K +538 New
9WM
1188
9258 Wealth Management
Ohio
$219K +$205K +533 New
RFG
1189
Range Financial Group
Oregon
$219K +$205K +533 New
ABTD
1190
Arvest Bank Trust Division
Oklahoma
$215K +$201K +523 New
MTC
1191
McDaniel Terry & Co
Texas
$214K +$200K +521 New
CIP
1192
Convergence Investment Partners
Florida
$213K +$199K +518 New
WG
1193
Winton Group
United Kingdom
$212K +$198K +516 New
LFA
1194
Legacy Financial Advisors
Kentucky
$212K +$199K +517 New
BAIA
1195
Bel Air Investment Advisors
California
$211K -$9.19M -23,918 -98%
FSC
1196
Full Sail Capital
Oklahoma
$211K +$198K +514 New
GAM
1197
Gould Asset Management
California
$209K +$195K +508 New
CBN
1198
Cadence Bank NA
Texas
$207K +$194K +505 New
APW
1199
Aurora Private Wealth
New Jersey
$205K +$192K +500 New
AIA
1200
Avalon Investment & Advisory
Texas
$205K +$192K +500 New
46 47
48
49 50