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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1426
Fiduciary Group
Georgia
$472K – – –
TF
1427
Tenon Financial
New Jersey
$472K – – –
SFS
1428
Sowell Financial Services
Arkansas
$470K +$473K +925 New
RZH
1429
Relyea Zuckerberg Hanson
Connecticut
$469K -$382K -747 -45%
NC
1430
Napatree Capital
Rhode Island
$468K +$114K +224 +32%
AFT
1431
Alpha Family Trust
California
$467K – – –
NAG
1432
Northstar Advisory Group
New Jersey
$466K +$469K +918 New
ACIM
1433
Azimuth Capital Investment Management
Michigan
$465K +$20.4K +40 +5%
IAN
1434
Integrated Advisors Network
Texas
$464K -$48K -94 -9%
LA
1435
LM Advisors
California
$463K +$3.07K +6 +0.7%
DFCM
1436
Dark Forest Capital Management
Puerto Rico
$462K +$464K +909 New
CA
1437
Centerpoint Advisors
Massachusetts
$460K -$23.5K -46 -5%
IC
1438
Inscription Capital
Texas
$459K +$551K +1,079 New
OL
1439
Optas LLC
Texas
$459K -$403K -789 -47%
SP
1440
Saranac Partners
$459K -$4.34M -8,488 -90%
MSS
1441
Mitchell Sinkler & Starr
Pennsylvania
$456K – – –
DCM
1442
Dudley Capital Management
Virginia
$455K -$15.3K -30 -3%
EA
1443
Emerald Advisers
Pennsylvania
$454K -$24.5K -48 -5%
HCMG
1444
Howard Capital Management Group
California
$449K -$14.3K -28 -3%
HFRG
1445
Houlihan Financial Resource Group
Virginia
$447K – – –
AIA
1446
Accelerate Investment Advisors
California
$446K +$53.7K +105 +14%
ARMT
1447
Amica Retiree Medical Trust
Rhode Island
$443K -$106K -208 -19%
XF
1448
XML Financial
Maryland
$443K +$47K +92 +12%
SWA
1449
Stratos Wealth Advisors
Ohio
$440K -$15.3K -30 -3%
SL
1450
Summitry LLC
California
$440K +$4.09K +8 +0.9%
56 57
58
59 60