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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
1426
Meritage Portfolio Management
Kansas
$476K -$27.1K -53 -5%
TA
1427
TFB Advisors
Kansas
$475K -$15.8K -31 -3%
PWG
1428
Portside Wealth Group
Utah
$473K +$34.7K +68 +8%
FG
1429
Fiduciary Group
Georgia
$472K – – –
TF
1430
Tenon Financial
New Jersey
$472K – – –
SFS
1431
Sowell Financial Services
Arkansas
$470K +$473K +925 New
RZH
1432
Relyea Zuckerberg Hanson
Connecticut
$469K -$382K -747 -45%
NC
1433
Napatree Capital
Rhode Island
$468K +$114K +224 +32%
AFT
1434
Alpha Family Trust
California
$467K – – –
NAG
1435
Northstar Advisory Group
New Jersey
$466K +$469K +918 New
ACIM
1436
Azimuth Capital Investment Management
Michigan
$465K +$20.4K +40 +5%
IAN
1437
Integrated Advisors Network
Texas
$464K -$48K -94 -9%
LA
1438
LM Advisors
California
$463K +$3.07K +6 +0.7%
DFCM
1439
Dark Forest Capital Management
Puerto Rico
$462K +$464K +909 New
CA
1440
Centerpoint Advisors
Massachusetts
$460K -$23.5K -46 -5%
IC
1441
Inscription Capital
Texas
$459K +$551K +1,079 New
OL
1442
Optas LLC
Texas
$459K -$403K -789 -47%
SP
1443
Saranac Partners
$459K -$4.34M -8,488 -90%
MSS
1444
Mitchell Sinkler & Starr
Pennsylvania
$456K – – –
DCM
1445
Dudley Capital Management
Virginia
$455K -$15.3K -30 -3%
EA
1446
Emerald Advisers
Pennsylvania
$454K -$24.5K -48 -5%
HCMG
1447
Howard Capital Management Group
California
$449K -$14.3K -28 -3%
HFRG
1448
Houlihan Financial Resource Group
Virginia
$447K – – –
AIA
1449
Accelerate Investment Advisors
California
$446K +$53.7K +105 +14%
ARMT
1450
Amica Retiree Medical Trust
Rhode Island
$443K -$106K -208 -19%
56 57
58
59 60