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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1251
Militia Capital Management
Texas
$657K +$717K +1,545 New
AAMU
1252
AEGON Asset Management (UK)
United Kingdom
$653K +$46.4K +100 +7%
IPW
1253
Impact Partnership Wealth
Georgia
$651K +$9.75K +21 +1%
SWM
1254
Sendero Wealth Management
Texas
$650K +$709K +1,528 New
NHT
1255
New Hampshire Trust
New Hampshire
$649K +$20K +43 +3%
CCA
1256
Conestoga Capital Advisors
Pennsylvania
$647K – – –
FBT
1257
First Bank & Trust
South Dakota
$647K -$305K -657 -30%
NRW
1258
Nova R Wealth
Kansas
$646K +$4.64K +10 +0.7%
SI
1259
Seeds Investor
New York
$642K -$238K -513 -25%
AWE
1260
Avidian Wealth Enterprises
Texas
$642K +$415K +894 +145%
OWA
1261
Opal Wealth Advisors
New York
$641K -$28.8K -62 -4%
APW
1262
Aventura Private Wealth
Florida
$638K -$20K -43 -3%
AW
1263
Alteri Wealth
California
$637K +$24.1K +52 +4%
OWP
1264
Obermeyer Wealth Partners
Colorado
$636K -$4.18K -9 -0.6%
JWCA
1265
J.W. Cole Advisors
Florida
$633K +$102K +219 +17%
BMCM
1266
Bryn Mawr Capital Management
Pennsylvania
$630K +$19K +41 +3%
NGA
1267
Naples Global Advisors
Florida
$630K -$402K -866 -37%
VFA
1268
Values First Advisors
Tennessee
$629K -$340K -733 -33%
HI
1269
Harbour Investments
Wisconsin
$629K +$227K +489 +49%
BCM
1270
Bayesian Capital Management
New York
$629K +$686K +1,478 New
CPA
1271
Capital Performance Advisors
California
$629K +$439K +945 +177%
TPI
1272
Trust Point Inc
Wisconsin
$628K -$52.9K -114 -7%
JCM
1273
Jacobsen Capital Management
Utah
$627K -$58.5K -126 -8%
TSMHT
1274
Thurston Springer Miller Herd & Titak
Indiana
$622K -$130K -281 -16%
SPC
1275
Spirepoint Private Client
Florida
$621K -$115K -248 -15%
49 50
51
52 53