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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1376
Plotkin Financial Advisors
Maryland
$383K – – –
SB
1377
Strategic Blueprint
Georgia
$381K -$8.23K -19 -2%
EHC
1378
Everett Harris & Co
California
$378K – – –
NG
1379
Norden Group
Utah
$377K +$384K +885 New
PPP
1380
Private Portfolio Partners
New Jersey
$377K -$3.47K -8 -0.9%
GDP
1381
Great Diamond Partners
Maine
$376K -$411K -948 -52%
HCMG
1382
Howard Capital Management Group
California
$376K +$136K +314 +55%
HFRG
1383
Houlihan Financial Resource Group
Virginia
$374K – – –
JSC
1384
Jackson Square Capital
California
$374K -$16.5K -38 -4%
JWM
1385
Janiczek Wealth Management
Colorado
$371K +$25.1K +58 +7%
BOS
1386
Bank of Stockton
California
$368K -$4.33K -10 -1%
PWG
1387
Portside Wealth Group
Utah
$368K +$22.5K +52 +6%
TIM
1388
Triad Investment Management
California
$366K +$3.03K +7 +0.8%
GIA
1389
Gladstone Institutional Advisory
Florida
$361K -$37.7K -87 -9%
PTC
1390
Philadelphia Trust Company
Pennsylvania
$360K – – –
SC
1391
Sapient Capital
Indiana
$358K +$133K +308 +58%
MCA
1392
MSH Capital Advisors
Arizona
$358K -$4.77K -11 -1%
OL
1393
OneFund LLC
Florida
$356K -$10.4K -24 -3%
MGIA
1394
Matthew Goff Investment Advisor
Texas
$356K -$13.9K -32 -4%
CAAS
1395
Capital Asset Advisory Services
Michigan
$355K -$186K -430 -34%
LW
1396
Linscomb Wealth
Texas
$353K – – –
RP
1397
Riverwater Partners
Wisconsin
$351K -$13.4K -31 -4%
APW
1398
Acima Private Wealth
Virginia
$351K – – –
WC
1399
Waterloo Capital
Texas
$349K -$152K -351 -30%
ETIA
1400
Epic Trust Investment Advisors
Washington
$348K +$3.47K +8 +1%
54 55
56
57 58