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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
1226
Oak Harbor Wealth Partners
North Carolina
$741K +$59.4K +111 +8%
KIM
1227
Kestra Investment Management
Texas
$736K +$201K +375 +33%
NRW
1228
Nova R Wealth
Kansas
$734K +$8.57K +16 +1%
FNBT
1229
FineMark National Bank & Trust
Florida
$733K -$46.6K -87 -5%
OWP
1230
Obermeyer Wealth Partners
Colorado
$732K -$1.21M -2,262 -60%
AWM
1231
Aprio Wealth Management
Georgia
$732K +$17.1K +32 +2%
NHT
1232
New Hampshire Trust
New Hampshire
$730K +$11.2K +21 +1%
CFM
1233
Catalyst Funds Management
Australia
$730K +$803K +1,500 New
MUAMU
1234
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$730K +$803K +1,500 New
CAG
1235
Csenge Advisory Group
Florida
$730K -$623K -1,164 -44%
GJWM
1236
Gilliland Jeter Wealth Management
Arkansas
$730K -$344K -642 -30%
CCA
1237
Conestoga Capital Advisors
Pennsylvania
$728K – – –
FA
1238
Fedenia Advisers
Wisconsin
$728K +$179K +334 +29%
LAM
1239
L2 Asset Management
Massachusetts
$727K +$63.7K +119 +9%
HH
1240
HWG Holdings
Texas
$727K +$39.1K +73 +5%
LJCM
1241
Lee Johnson Capital Management
Texas
$725K +$3.21K +6 +0.4%
PCMH
1242
Polymer Capital Management (HK)
Hong Kong
$722K +$795K +1,484 New
GFG
1243
Goldstone Financial Group
Illinois
$714K +$204K +381 +35%
QWP
1244
Quotient Wealth Partners
Texas
$713K -$10.7K -20 -1%
CFP
1245
Catalyst Financial Partners
Massachusetts
$711K +$8.03K +15 +1%
MM
1246
MQS Management
New York
$704K +$775K +1,447 New
RSC
1247
Red Spruce Capital
Pennsylvania
$703K – – –
IIA
1248
ICW Investment Advisors
Arizona
$696K +$75K +140 +11%
CT
1249
Caldwell Trust
Florida
$694K -$49.8K -93 -6%
NA
1250
Navellier & Associates
Nevada
$694K – – –
48 49
50
51 52