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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
1476
Tranquility Partners
Tennessee
$317K -$37.6K -89 -10%
CW
1477
Channel Wealth
California
$316K -$13.1K -31 -4%
SP
1478
Saranac Partners
$316K +$327K +775 New
HH
1479
Hilltop Holdings
Texas
$315K -$56.6K -134 -15%
HBS
1480
Howard Bailey Securities
Indiana
$315K -$39.7K -94 -11%
G
1481
Gainplan
Michigan
$315K +$3.38K +8 +1%
GA
1482
Greenspring Advisors
Maryland
$313K +$58.7K +139 +22%
SAM
1483
Stembrook Asset Management
New Jersey
$312K – – –
BMO
1484
Beck Mack & Oliver
New York
$312K – – –
DOA
1485
D'Orazio & Associates
Virginia
$307K +$14.4K +34 +5%
ET
1486
Entropy Technologies
New York
$307K +$318K +753 New
CSB
1487
City State Bank
Iowa
$306K – – –
PFW
1488
Petros Family Wealth
Minnesota
$305K -$8.02K -19 -2%
LP
1489
LB Partners
Virginia
$305K – – –
VCM
1490
Violich Capital Management
California
$305K – – –
AAM
1491
Auxier Asset Management
Oregon
$305K +$317K +750 New
BCM
1492
Basso Capital Management
Connecticut
$305K +$317K +750 New
BWP
1493
Burling Wealth Partners
Illinois
$305K +$28.7K +68 +10%
SSW
1494
Smith Shellnut Wilson
Mississippi
$304K -$116K -275 -27%
ICP
1495
Interchange Capital Partners
Pennsylvania
$303K -$170K -402 -35%
BBP
1496
Banco BTG Pactual
Brazil
$303K +$314K +743 New
GGS
1497
Galvin Gaustad & Stein
Arizona
$303K +$314K +743 New
PWP
1498
Phillips Wealth Planners
Mississippi
$302K +$1.69K +4 +0.6%
SW
1499
Simplicity Wealth
New Jersey
$302K -$35.1K -83 -10%
FMI
1500
F/M Investments
District of Columbia
$300K +$311K +737 New
58 59
60
61 62