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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
1301
Marietta Investment Partners
Wisconsin
$387K +$102K +258 +42%
BOS
1302
Bank of Stockton
California
$387K -$19.7K -50 -5%
MGIA
1303
Matthew Goff Investment Advisor
Texas
$382K – – –
PFG
1304
Prosperity Financial Group
California
$382K +$11.8K +30 +4%
NFG
1305
Nations Financial Group
Iowa
$379K +$340K +861 New
SFG
1306
StrategIQ Financial Group
Indiana
$378K – – –
RP
1307
Riverwater Partners
Wisconsin
$378K – – –
OL
1308
OneFund LLC
Florida
$378K +$338K +857 New
FCM
1309
Fourpath Capital Management
Oklahoma
$377K +$4.34K +11 +1%
TIM
1310
Triad Investment Management
California
$376K -$3.16K -8 -0.9%
MCA
1311
MSH Capital Advisors
Arizona
$375K -$19.7K -50 -6%
CA
1312
CoreCap Advisors
Michigan
$373K +$334K +846 New
PTC
1313
Philadelphia Trust Company
Pennsylvania
$372K +$7.5K +19 +2%
SMA
1314
Sage Mountain Advisors
Georgia
$370K -$2.37K -6 -0.7%
MCWA
1315
Meadow Creek Wealth Advisors
Georgia
$368K +$330K +836 New
FIM
1316
Freedom Investment Management
Connecticut
$367K -$152K -385 -32%
SI
1317
Seeds Investor
New York
$367K +$329K +834 New
LW
1318
Linscomb Wealth
Texas
$366K – – –
APW
1319
Acima Private Wealth
Virginia
$364K – – –
IIM
1320
Ironwood Investment Management
Massachusetts
$359K +$4.74K +12 +1%
JWM
1321
Janiczek Wealth Management
Colorado
$359K +$16.2K +41 +5%
H
1322
HoyleCohen
California
$358K – – –
PWG
1323
Portside Wealth Group
Utah
$358K +$3.55K +9 +1%
ETIA
1324
Epic Trust Investment Advisors
Washington
$357K -$7.89K -20 -2%
LS
1325
Livforsakringsbolaget Skandia
Sweden
$357K +$139K +353 +77%
51 52
53
54 55