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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
1401
Bryn Mawr Capital Management
Pennsylvania
$457K -$373K -697 -43%
FFA
1402
Founders Financial Alliance
North Carolina
$454K +$186K +347 +59%
SYBT
1403
Stock Yards Bank & Trust
Kentucky
$454K -$5.89K -11 -1%
FIB
1404
First Interstate Bank
Montana
$454K -$2.68K -5 -0.5%
WWM
1405
Wolff Wiese Magana
California
$454K +$7.5K +14 +2%
LI
1406
Lafayette Investments
Maryland
$453K +$50.3K +94 +11%
FG
1407
Fiduciary Group
Georgia
$453K +$10.2K +19 +2%
TF
1408
Tenon Financial
New Jersey
$452K – – –
WMA
1409
West Michigan Advisors
Michigan
$450K -$7.5K -14 -1%
XF
1410
XML Financial
Maryland
$448K – – –
SCA
1411
Stokes Capital Advisors
South Carolina
$448K +$66.9K +125 +16%
PWMG
1412
Prestige Wealth Management Group
New Jersey
$448K +$4.28K +8 +0.9%
AFT
1413
Alpha Family Trust
California
$448K – – –
PCA
1414
Purkiss Capital Advisors
Connecticut
$448K +$493K +920 New
GWP
1415
Gen-Wealth Partners
Michigan
$445K -$40.2K -75 -8%
TWM
1416
Topsail Wealth Management
North Carolina
$444K +$40.7K +76 +9%
SB
1417
Strategic Blueprint
Georgia
$443K +$2.68K +5 +0.6%
GBT
1418
Grove Bank & Trust
Florida
$441K +$6.43K +12 +1%
EP
1419
Essential Partners
California
$440K -$23K -43 -5%
RP
1420
Riverwater Partners
Wisconsin
$439K +$36.4K +68 +8%
TFP
1421
Tilia Fiduciary Partners
North Carolina
$436K -$91K -170 -16%
CAMV
1422
Concord Asset Management (Virginia)
Virginia
$435K -$74.4K -139 -13%
SW
1423
SVB Wealth
Massachusetts
$431K -$56.2K -105 -11%
HCMG
1424
Howard Capital Management Group
California
$430K – – –
MSS
1425
Mitchell Sinkler & Starr
Pennsylvania
$429K -$8.03K -15 -2%
55 56
57
58 59