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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
1226
Canandaigua National Bank & Trust
New York
$609K +$631K +1,495 New
OWP
1227
Obermeyer Wealth Partners
Colorado
$605K -$3.8K -9 -0.6%
TAP
1228
Tounjian Advisory Partners
Florida
$600K -$1.75M -4,148 -74%
HWMG
1229
Harbour Wealth Management Group
South Carolina
$599K +$16.5K +39 +3%
TPI
1230
Trust Point Inc
Wisconsin
$598K -$2.96K -7 -0.5%
HI
1231
Harbour Investments
Wisconsin
$598K -$4.22K -10 -0.7%
FA
1232
Faithward Advisors
Pennsylvania
$596K +$618K +1,463 New
CW
1233
CreativeOne Wealth
Kansas
$596K +$38.9K +92 +7%
SR
1234
Syntax Research
Florida
$595K +$617K +1,462 New
EHC
1235
Everett Harris & Co
California
$593K -$79K -187 -11%
QI
1236
Qtron Investments
Massachusetts
$591K -$1.17M -2,771 -66%
LA
1237
LM Advisors
California
$586K +$348K +824 +135%
SI
1238
Seeds Investor
New York
$586K -$30.4K -72 -5%
LHC
1239
Little House Capital
Massachusetts
$585K +$3.8K +9 +0.6%
AIA
1240
AssuredPartners Investment Advisors
Florida
$584K +$115K +273 +23%
GCM
1241
Graham Capital Management
Connecticut
$582K -$3.94M -9,329 -87%
MSFS
1242
Main Street Financial Solutions
Pennsylvania
$582K -$827K -1,958 -58%
CI
1243
Conning Inc
Connecticut
$581K – – –
CIA
1244
Capital Investment Advisors
Georgia
$580K -$87K -206 -13%
WIA
1245
Wealthedge Investment Advisors
New York
$579K +$432K +1,023 +214%
DA
1246
Drake & Associates
Wisconsin
$578K +$600K +1,420 New
CAMG
1247
CWA Asset Management Group
Florida
$578K -$81.1K -192 -12%
BWA
1248
Brave Warrior Advisors
New York
$571K +$592K +1,401 New
NG
1249
Norden Group
Utah
$570K +$65.9K +156 +13%
LIM
1250
Leavell Investment Management
Alabama
$568K -$149K -353 -20%
48 49
50
51 52