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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1326
CreativeOne Wealth
Kansas
$355K +$318K +805 New
MIC
1327
Meridian Investment Counsel
California
$355K – – –
RIM
1328
Rakuten Investment Management
Japan
$354K +$316K +802 New
3IP
1329
3Chopt Investment Partners
Virginia
$354K +$317K +803 New
RS
1330
Retirement Solution
Washington
$352K +$316K +800 New
FNWM
1331
Financial Network Wealth Management
Utah
$352K – – –
PHS
1332
Pekin Hardy Strauss
Illinois
$351K – – –
WA
1333
Waddell & Associates
Tennessee
$351K – – –
WI
1334
WrapManager Inc
California
$349K -$23.3K -59 -7%
CWM
1335
Curi Wealth Management
North Carolina
$349K -$1.58K -4 -0.5%
BBP
1336
Banco BTG Pactual
Brazil
$345K -$166K -420 -35%
CCG
1337
Catalina Capital Group
California
$342K +$307K +777 New
ACIM
1338
Azimuth Capital Investment Management
Michigan
$341K -$395 -1 -0.1%
CT
1339
Clearstead Trust
Maine
$341K +$305K +774 New
FI
1340
FWG Investments
Kentucky
$340K +$305K +773 New
JF
1341
Jump Financial
Illinois
$340K -$539K -1,366 -64%
JLBC
1342
J.L. Bainbridge & Co
Florida
$340K – – –
LAS
1343
Lloyd Advisory Services
Georgia
$339K +$304K +770 New
OL
1344
Optas LLC
Texas
$339K +$19.3K +49 +7%
ACA
1345
Anchor Capital Advisors
Massachusetts
$337K -$2.37K -6 -0.8%
TAM
1346
Taurus Asset Management
New York
$337K – – –
OC
1347
Oarsman Capital
Wisconsin
$336K +$301K +763 New
LA
1348
LVW Advisors
New York
$336K +$301K +762 New
MCCA
1349
Mill Creek Capital Advisors
Pennsylvania
$335K -$29.2K -74 -9%
EWM
1350
Endowment Wealth Management
Wisconsin
$332K -$3.16K -8 -1%
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