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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
1376
Private Portfolio Partners
New Jersey
$457K +$438K +885 New
CF
1377
Convergence Financial
Missouri
$454K +$24.7K +50 +6%
HFRG
1378
Houlihan Financial Resource Group
Virginia
$454K – – –
JSC
1379
Jackson Square Capital
California
$454K – – –
GXJ
1380
Global X Japan
Japan
$453K -$74.7K -151 -15%
ACIM
1381
Azimuth Capital Investment Management
Michigan
$452K +$49.5K +100 +13%
GDP
1382
Great Diamond Partners
Maine
$452K +$495 +1 +0.1%
PCP
1383
Proficio Capital Partners
Massachusetts
$450K -$123K -249 -22%
SL
1384
Summitry LLC
California
$447K +$428K +865 New
SG
1385
StoneX Group
New York
$444K +$62.4K +126 +17%
BFAG
1386
Blackston Financial Advisory Group
Florida
$442K +$157K +317 +59%
PWG
1387
Portside Wealth Group
Utah
$441K +$33.7K +68 +9%
BCM
1388
BluePath Capital Management
Georgia
$437K -$653K -1,320 -61%
TAM
1389
Taurus Asset Management
New York
$437K +$39.6K +80 +10%
GFA
1390
Gallagher Fiduciary Advisors
Illinois
$435K +$100K +203 +32%
OL
1391
OneFund LLC
Florida
$434K +$495 +1 +0.1%
CAL
1392
Capital Advisors Ltd
Ohio
$433K +$20.8K +42 +5%
TSS
1393
Two Sigma Securities
New York
$432K -$972K -1,964 -70%
MGIA
1394
Matthew Goff Investment Advisor
Texas
$432K – – –
LW
1395
Linscomb Wealth
Texas
$432K -$60.9K -123 -13%
BOS
1396
Bank of Stockton
California
$431K -$15.3K -31 -4%
OL
1397
Optas LLC
Texas
$431K +$14.4K +29 +4%
APW
1398
Acima Private Wealth
Virginia
$427K – – –
JIC
1399
Joel Isaacson & Co
New York
$425K -$34.6K -70 -8%
CWG
1400
Cornerstone Wealth Group
North Carolina
$425K +$9.9K +20 +2%
54 55
56
57 58