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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
1251
Matthew Goff Investment Advisor
Texas
$299K – – –
TIM
1252
Triad Investment Management
California
$297K +$8.1K +23 +3%
GL
1253
Graypoint LLC
New York
$296K +$86.2K +245 +40%
DMBA
1254
Deseret Mutual Benefit Administrators
Utah
$296K -$12K -34 -4%
APW
1255
Acima Private Wealth
Virginia
$292K +$291K +826 +3,755%
RP
1256
Riverwater Partners
Wisconsin
$292K – – –
SFG
1257
StrategIQ Financial Group
Indiana
$291K – – –
ANTB
1258
AMG National Trust Bank
Colorado
$290K -$77.1K -219 -21%
NP
1259
Nilsine Partners
Colorado
$290K +$296K +841 New
KP
1260
Keel Point
Alabama
$288K -$5.28K -15 -2%
LW
1261
Linscomb Wealth
Texas
$286K -$79.2K -225 -21%
RBC
1262
Romano Brothers & Co
Illinois
$286K -$182K -516 -38%
CWS
1263
Confluence Wealth Services
Pennsylvania
$286K +$30.6K +87 +12%
PTC
1264
Philadelphia Trust Company
Pennsylvania
$285K – – –
PPC
1265
Park Place Capital
Alabama
$284K +$704 +2 +0.2%
AC
1266
Abbrea Capital
California
$283K +$10.6K +30 +4%
CG
1267
Corundum Group
Colorado
$282K +$1.41K +4 +0.5%
AWA
1268
Arete Wealth Advisors
Illinois
$282K -$127K -360 -31%
CWM
1269
Curi Wealth Management
North Carolina
$281K +$5.98K +17 +2%
ACIM
1270
Azimuth Capital Investment Management
Michigan
$281K – – –
WA
1271
Waverly Advisors
Alabama
$281K -$12.7K -36 -4%
CW
1272
CreativeOne Wealth
Kansas
$280K +$5.28K +15 +2%
ALAM
1273
Asahi Life Asset Management
Japan
$278K -$282K -800 -50%
MIC
1274
Meridian Investment Counsel
California
$278K – – –
ACA
1275
Anchor Capital Advisors
Massachusetts
$277K -$3.52K -10 -1%
49 50
51
52 53