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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1426
Tenon Financial
New Jersey
$472K – – –
GBT
1427
Grove Bank & Trust
Florida
$471K +$33.4K +67 +8%
SF
1428
Symphony Financial
Texas
$468K +$1.64M +3,287 New
SL
1429
Summitry LLC
California
$466K +$8.98K +18 +2%
HCMG
1430
Howard Capital Management Group
California
$466K – – –
EFG
1431
Elm3 Financial Group
Georgia
$465K -$45.4K -91 -9%
LW
1432
Linscomb Wealth
Texas
$464K +$23K +46 +6%
HFRG
1433
Houlihan Financial Resource Group
Virginia
$464K – – –
ARMT
1434
Amica Retiree Medical Trust
Rhode Island
$459K – – –
MCM
1435
Manchester Capital Management
Vermont
$455K +$4.99K +10 +1%
JIC
1436
Joel Isaacson & Co
New York
$455K – – –
MGIA
1437
Matthew Goff Investment Advisor
Texas
$451K – – –
LCS
1438
Levin Capital Strategies
New York
$449K – – –
FWA
1439
FSM Wealth Advisors
Ohio
$447K -$11.5K -23 -3%
PL
1440
Perpetual Ltd
Australia
$447K -$73.9M -148,167 -99%
BWG
1441
Berry Wealth Group
Texas
$446K +$16K +32 +4%
DCM
1442
Dudley Capital Management
Virginia
$445K -$26.5K -53 -6%
OL
1443
OneFund LLC
Florida
$443K -$3.49K -7 -0.8%
ACIM
1444
Azimuth Capital Investment Management
Michigan
$443K -$37.4K -75 -8%
HFM
1445
Hartford Funds Management
Pennsylvania
$442K +$15K +30 +4%
CA
1446
Centerpoint Advisors
Massachusetts
$442K -$33.9K -68 -8%
TWM
1447
Topsail Wealth Management
North Carolina
$441K -$6.99K -14 -2%
LI
1448
Lafayette Investments
Maryland
$441K +$34.9K +70 +9%
LA
1449
LM Advisors
California
$440K -$38.4K -77 -8%
JSC
1450
Jackson Square Capital
California
$440K – – –
56 57
58
59 60