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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1251
MSH Capital Advisors
Arizona
$329K -$5.11K -13 -1%
AA
1252
Alta Advisers
United Kingdom
$329K – – –
PFA
1253
Plotkin Financial Advisors
Maryland
$329K – – –
AC
1254
Abbrea Capital
California
$328K +$12.6K +32 +4%
BW
1255
Bison Wealth
Georgia
$328K +$24K +61 +7%
OWP
1256
Obermeyer Wealth Partners
Colorado
$326K – – –
BOS
1257
Bank of Stockton
California
$322K -$5.9K -15 -2%
EHC
1258
Everett Harris & Co
California
$322K – – –
HFRG
1259
Houlihan Financial Resource Group
Virginia
$321K -$120K -305 -26%
PP
1260
Patten & Patten
Tennessee
$319K – – –
MGIA
1261
Matthew Goff Investment Advisor
Texas
$317K – – –
TIM
1262
Triad Investment Management
California
$315K – – –
SFG
1263
StrategIQ Financial Group
Indiana
$313K +$5.5K +14 +2%
RP
1264
Riverwater Partners
Wisconsin
$313K +$4.33K +11 +1%
WI
1265
WrapManager Inc
California
$311K -$18.5K -47 -5%
BC
1266
Bridgefront Capital
Texas
$311K +$335K +852 New
SMA
1267
Sage Mountain Advisors
Georgia
$310K +$17.3K +44 +5%
FCM
1268
Fourpath Capital Management
Oklahoma
$309K +$33K +84 +11%
PFG
1269
Prosperity Financial Group
California
$306K +$21.2K +54 +7%
MCCA
1270
Mill Creek Capital Advisors
Pennsylvania
$305K -$87.7K -223 -21%
SFO
1271
Stokes Family Office
Louisiana
$304K -$9.44K -24 -3%
LW
1272
Linscomb Wealth
Texas
$303K -$2.75K -7 -0.8%
ETIA
1273
Epic Trust Investment Advisors
Washington
$303K +$393 +1 +0.1%
GIA
1274
Gladstone Institutional Advisory
Florida
$302K -$186K -474 -36%
PTC
1275
Philadelphia Trust Company
Pennsylvania
$302K – – –
49 50
51
52 53