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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1376
FDx Advisors
Illinois
$459K +$16.3K +33 +4%
SB
1377
Strategic Blueprint
Georgia
$459K -$2.47K -5 -0.6%
PPP
1378
Private Portfolio Partners
New Jersey
$457K +$438K +885 New
CF
1379
Convergence Financial
Missouri
$454K +$24.7K +50 +6%
HFRG
1380
Houlihan Financial Resource Group
Virginia
$454K – – –
JSC
1381
Jackson Square Capital
California
$454K – – –
GXJ
1382
Global X Japan
Japan
$453K -$74.7K -151 -15%
ACIM
1383
Azimuth Capital Investment Management
Michigan
$452K +$49.5K +100 +13%
GDP
1384
Great Diamond Partners
Maine
$452K +$495 +1 +0.1%
PCP
1385
Proficio Capital Partners
Massachusetts
$450K -$123K -249 -22%
SL
1386
Summitry LLC
California
$447K +$428K +865 New
SG
1387
StoneX Group
New York
$444K +$62.4K +126 +17%
BFAG
1388
Blackston Financial Advisory Group
Florida
$442K +$157K +317 +59%
PWG
1389
Portside Wealth Group
Utah
$441K +$33.7K +68 +9%
BCM
1390
BluePath Capital Management
Georgia
$437K -$653K -1,320 -61%
TAM
1391
Taurus Asset Management
New York
$437K +$39.6K +80 +10%
GFA
1392
Gallagher Fiduciary Advisors
Illinois
$435K +$100K +203 +32%
OL
1393
OneFund LLC
Florida
$434K +$495 +1 +0.1%
CAL
1394
Capital Advisors Ltd
Ohio
$433K +$20.8K +42 +5%
TSS
1395
Two Sigma Securities
New York
$432K -$972K -1,964 -70%
MGIA
1396
Matthew Goff Investment Advisor
Texas
$432K – – –
LW
1397
Linscomb Wealth
Texas
$432K -$60.9K -123 -13%
BOS
1398
Bank of Stockton
California
$431K -$15.3K -31 -4%
OL
1399
Optas LLC
Texas
$431K +$14.4K +29 +4%
APW
1400
Acima Private Wealth
Virginia
$427K – – –
54 55
56
57 58