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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1226
Abbrea Capital
California
$347K +$16.4K +45 +5%
FNBOSM
1227
First National Bank of South Miami
Florida
$346K -$72.7K -199 -19%
TIM
1228
Triad Investment Management
California
$346K – – –
RWM
1229
Revisor Wealth Management
Ohio
$344K -$9.5K -26 -3%
DWM
1230
Drive Wealth Management
Utah
$343K +$32.5K +89 +12%
SFO
1231
Stokes Family Office
Louisiana
$343K +$78.6K +215 +34%
IIM
1232
Ironwood Investment Management
Massachusetts
$341K -$19K -52 -6%
EP
1233
Edgestream Partners
New Jersey
$341K -$387K -1,058 -55%
CFP
1234
Catalyst Financial Partners
Massachusetts
$341K +$80.7K +221 +35%
RP
1235
Riverwater Partners
Wisconsin
$339K – – –
CG
1236
Corundum Group
Colorado
$339K +$9.5K +26 +3%
SFG
1237
StrategIQ Financial Group
Indiana
$338K – – –
LW
1238
Linscomb Wealth
Texas
$336K +$2.56K +7 +0.8%
BW
1239
Bison Wealth
Georgia
$335K +$61.7K +169 +25%
CWS
1240
Confluence Wealth Services
Pennsylvania
$335K +$2.56K +7 +0.8%
LAM
1241
L2 Asset Management
Massachusetts
$334K +$14.3K +39 +5%
ETIA
1242
Epic Trust Investment Advisors
Washington
$332K -$114K -312 -27%
APW
1243
Acima Private Wealth
Virginia
$331K -$8.04K -22 -3%
PTC
1244
Philadelphia Trust Company
Pennsylvania
$331K – – –
VHAM
1245
Van Hulzen Asset Management
California
$331K +$302K +826 New
HFM
1246
Hartford Funds Management
Pennsylvania
$331K +$35.4K +97 +13%
WA
1247
Waverly Advisors
Alabama
$328K +$1.46K +4 +0.5%
CWM
1248
Curi Wealth Management
North Carolina
$327K – – –
PPC
1249
Park Place Capital
Alabama
$327K -$3.65K -10 -1%
BIA
1250
Bell Investment Advisors
California
$324K +$212K +580 +253%
48 49
50
51 52