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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMV
1351
Concord Asset Management (Virginia)
Virginia
$544K +$89.8K +180 +21%
EFG
1352
Embree Financial Group
Illinois
$544K +$17.5K +35 +4%
IAS
1353
Insigneo Advisory Services
Florida
$544K -$5.49K -11 -1%
FNBTCON
1354
First National Bank & Trust Co of Newtown
Pennsylvania
$542K – – –
EPIME
1355
Evelyn Partners Investment Management (Europe)
$542K +$15K +30 +3%
VCA
1356
Verdence Capital Advisors
Maryland
$540K -$101K -203 -17%
RSS
1357
Rosenblum Silverman Sutton
California
$540K – – –
PWAM
1358
Private Wealth Asset Management
Iowa
$539K -$3.49K -7 -0.7%
ACM
1359
Ayrshire Capital Management
Connecticut
$539K – – –
GS
1360
GTS Securities
Florida
$538K -$147K -294 -22%
ACL
1361
Applied Capital LLC
Florida
$536K – – –
PWA
1362
Provenance Wealth Advisors
Florida
$535K – – –
WIM
1363
Waverton Investment Management
United Kingdom
$534K – – –
NP
1364
Nilsine Partners
Colorado
$532K +$15K +30 +3%
BT
1365
Banque Transatlantique
France
$529K +$501K +1,003 New
RWM
1366
Revisor Wealth Management
Ohio
$528K -$16K -32 -3%
SWA
1367
Stratos Wealth Advisors
Ohio
$525K +$64.4K +129 +15%
TA
1368
TrueWealth Advisors
Alabama
$524K +$165K +331 +50%
CRI
1369
Colonial River Investments
Virginia
$524K +$217K +435 +79%
SW
1370
SVB Wealth
Massachusetts
$523K -$789K -1,580 -61%
GWP
1371
Gen-Wealth Partners
Michigan
$522K – – –
GC
1372
Gilbert & Cook
Iowa
$522K +$12K +24 +2%
UCB
1373
United Community Bank
South Carolina
$521K -$105K -210 -18%
CH
1374
Cromwell Holdings
Wyoming
$520K – – –
VCM
1375
Versant Capital Management
Arizona
$520K -$3.99K -8 -0.8%
53 54
55
56 57