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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1476
Shufro Rose & Co
New York
$244K – – –
JSW
1477
Journey Strategic Wealth
New Jersey
$243K -$43.4K -110 -17%
BFG
1478
Bouchey Financial Group
New York
$241K -$1.18K -3 -0.5%
FA
1479
Financial Alternatives
California
$241K – – –
IWN
1480
Independent Wealth Network
Iowa
$241K +$216K +548 New
CAM
1481
Cidel Asset Management
Ontario, Canada
$240K +$215K +544 New
EFG
1482
Ethos Financial Group
Pennsylvania
$239K +$214K +543 New
CL
1483
Choreo LLC
Illinois
$239K +$214K +542 New
GC
1484
Grimes & Company
Massachusetts
$238K +$213K +541 New
SC
1485
Sapient Capital
Indiana
$235K +$211K +534 New
FBB
1486
Fulton Breakefield Broenniman
Maryland
$235K -$19.7K -50 -9%
RCG
1487
Ruane, Cunniff & Goldfarb
New York
$234K +$210K +531 New
VFA
1488
Values First Advisors
Tennessee
$233K +$209K +530 New
PSP
1489
Principal Street Partners
Tennessee
$233K +$209K +529 New
CAMV
1490
Concord Asset Management (Virginia)
Virginia
$230K -$384K -972 -65%
FP
1491
Financial Perspectives
Minnesota
$229K +$395 +1 +0.2%
DMBA
1492
Deseret Mutual Benefit Administrators
Utah
$229K -$84.5K -214 -29%
EAM
1493
Eagle Asset Management
Florida
$228K +$204K +518 New
XF
1494
XML Financial
Maryland
$228K +$204K +518 New
SG
1495
StoneX Group
New York
$228K -$118K -300 -37%
FOA
1496
Five Oceans Advisors
California
$228K +$204K +517 New
TCMP
1497
Thrive Capital Management (Pennsylvania)
Pennsylvania
$228K +$204K +517 New
MTC
1498
McDaniel Terry & Co
Texas
$227K +$203K +515 New
PB
1499
Pinnacle Bancorp
Nebraska
$226K +$14.6K +37 +8%
SWA
1500
SFMG Wealth Advisors
Texas
$226K -$24.1K -61 -11%
58 59
60
61 62