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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
1476
Journey Strategic Wealth
New Jersey
$243K -$43.4K -110 -17%
BFG
1477
Bouchey Financial Group
New York
$241K -$1.18K -3 -0.5%
FA
1478
Financial Alternatives
California
$241K – – –
IWN
1479
Independent Wealth Network
Iowa
$241K +$216K +548 New
CAM
1480
Cidel Asset Management
Ontario, Canada
$240K +$215K +544 New
EFG
1481
Ethos Financial Group
Pennsylvania
$239K +$214K +543 New
CL
1482
Choreo LLC
Illinois
$239K +$214K +542 New
GC
1483
Grimes & Company
Massachusetts
$238K +$213K +541 New
SC
1484
Sapient Capital
Indiana
$235K +$211K +534 New
FBB
1485
Fulton Breakefield Broenniman
Maryland
$235K -$19.7K -50 -9%
RCG
1486
Ruane, Cunniff & Goldfarb
New York
$234K +$210K +531 New
VFA
1487
Values First Advisors
Tennessee
$233K +$209K +530 New
PSP
1488
Principal Street Partners
Tennessee
$233K +$209K +529 New
CAMV
1489
Concord Asset Management (Virginia)
Virginia
$230K -$384K -972 -65%
FP
1490
Financial Perspectives
Minnesota
$229K +$395 +1 +0.2%
DMBA
1491
Deseret Mutual Benefit Administrators
Utah
$229K -$84.5K -214 -29%
EAM
1492
Eagle Asset Management
Florida
$228K +$204K +518 New
XF
1493
XML Financial
Maryland
$228K +$204K +518 New
SG
1494
StoneX Group
New York
$228K -$118K -300 -37%
FOA
1495
Five Oceans Advisors
California
$228K +$204K +517 New
TCMP
1496
Thrive Capital Management (Pennsylvania)
Pennsylvania
$228K +$204K +517 New
MTC
1497
McDaniel Terry & Co
Texas
$227K +$203K +515 New
PB
1498
Pinnacle Bancorp
Nebraska
$226K +$14.6K +37 +8%
SWA
1499
SFMG Wealth Advisors
Texas
$226K -$24.1K -61 -11%
WFAG
1500
Worth Financial Advisory Group
North Carolina
$225K +$202K +511 New
58 59
60
61 62