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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1326
Pasadena Private Wealth
California
$220K -$1.07K -3 -0.5%
PWMAG
1327
Pinnacle Wealth Management Advisory Group
New Jersey
$220K +$233K +654 New
EBA
1328
Eagle Bay Advisors
New York
$219K +$134K +376 +137%
WA
1329
Wealth Architects
California
$219K -$19.6K -55 -8%
IIA
1330
ICW Investment Advisors
Arizona
$219K +$713 +2 +0.3%
EWM
1331
Endowment Wealth Management
Wisconsin
$219K +$8.91K +25 +4%
JIP
1332
Jaffetilchin Investment Partners
Florida
$217K +$356 +1 +0.2%
PFM
1333
Parsec Financial Management
North Carolina
$216K – – –
NAMP
1334
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$213K – – –
CFO
1335
Collective Family Office
Pennsylvania
$213K +$1.78K +5 +0.8%
ACM
1336
Allred Capital Management
Texas
$212K – – –
CIP
1337
Convergence Investment Partners
Florida
$211K -$10.7K -30 -5%
V
1338
VeraBank
Texas
$211K +$1.78K +5 +0.8%
HKIMG
1339
Hutchens & Kramer Investment Management Group
Indiana
$211K +$22.5K +63 +11%
SOW
1340
State of Wyoming
Wyoming
$211K +$114K +319 +104%
SVWAG
1341
Sound View Wealth Advisors Group
Georgia
$210K +$2.14K +6 +1%
KMWM
1342
Keudell/Morrison Wealth Management
Oregon
$209K -$6.06K -17 -3%
BFA
1343
Bragg Financial Advisors
North Carolina
$209K +$2.5K +7 +1%
CIM
1344
Chapman Investment Management
California
$207K -$71.3K -200 -25%
4WM
1345
44 Wealth Management
Oregon
$206K -$3.21K -9 -1%
GKWIM
1346
Gerber Kawasaki Wealth & Investment Management
California
$205K – – –
LAM
1347
L2 Asset Management
Massachusetts
$205K +$356 +1 +0.2%
OL
1348
Optas LLC
Texas
$205K +$8.91K +25 +4%
CI
1349
CX Institutional
Indiana
$204K -$517K -1,450 -71%
BPFA
1350
Barnes Pettey Financial Advisors
Mississippi
$203K -$3.92K -11 -2%
52 53
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55 56