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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
1301
U.S. Capital Wealth Advisors
Texas
$341K +$53.8K +132 +19%
I
1302
IMPACTfolio
Colorado
$340K +$338K +830 New
AWE
1303
Avidian Wealth Enterprises
Texas
$339K -$2.04K -5 -0.6%
GBT
1304
Grove Bank & Trust
Florida
$339K +$68.8K +169 +26%
KP
1305
Keel Point
Alabama
$336K +$73.7K +181 +28%
ACA
1306
Anchor Capital Advisors
Massachusetts
$335K -$10.2K -25 -3%
PHS
1307
Pekin Hardy Strauss
Illinois
$334K – – –
CIM
1308
Chapman Investment Management
California
$334K +$5.7K +14 +2%
IGGA
1309
Iron Gate Global Advisors
Utah
$334K +$44.4K +109 +15%
LNB
1310
Ledyard National Bank
$331K +$3.26K +8 +1%
MIC
1311
Meridian Investment Counsel
California
$330K – – –
FNWM
1312
Financial Network Wealth Management
Utah
$328K – – –
TC
1313
Trust Company
Kansas
$328K – – –
CRCM
1314
Corbett Road Capital Management
Virginia
$327K +$58.2K +143 +22%
TIM
1315
Triad Investment Management
California
$327K +$127K +313 +65%
IWM
1316
IHT Wealth Management
Illinois
$326K +$324K +795 New
G
1317
Gainplan
Michigan
$324K -$222K -544 -41%
JSW
1318
Journey Strategic Wealth
New Jersey
$323K +$79K +194 +33%
MA
1319
Mutual Advisors
Nebraska
$322K +$65.6K +161 +26%
WB
1320
West Bancorporation
Iowa
$321K -$4.07K -10 -1%
VC
1321
Vicus Capital
Pennsylvania
$321K +$24.8K +61 +8%
CWM
1322
Connecticut Wealth Management
Connecticut
$319K +$10.2K +25 +3%
CSB
1323
City State Bank
Iowa
$317K – – –
XT
1324
XTX Topco
Cayman Islands
$314K -$332K -815 -52%
CAM
1325
Claret Asset Management
Quebec, Canada
$314K +$312K +766 New
51 52
53
54 55