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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
1476
Gallagher Fiduciary Advisors
Illinois
$285K +$274K +639 New
RBC
1477
Romano Brothers & Co
Illinois
$285K -$5.58K -13 -2%
GAM
1478
Gould Asset Management
California
$285K +$12.9K +30 +5%
TFM
1479
TFC Financial Management
Massachusetts
$282K – – –
TW
1480
Traveka Wealth
California
$280K +$14.2K +33 +6%
V
1481
VeraBank
Texas
$279K – – –
ICP
1482
Interchange Capital Partners
Pennsylvania
$279K +$59.6K +139 +29%
VT
1483
Vise Technologies
New York
$279K +$269K +626 New
FNWA
1484
Financial Network Wealth Advisors
Utah
$279K +$265K +618 New
YIH
1485
Y-Intercept (HK)
Hong Kong
$276K -$3.51M -8,177 -93%
SFI
1486
SPC Financial Inc
Maryland
$275K +$264K +616 New
LS
1487
Livforsakringsbolaget Skandia
Sweden
$272K -$85.8K -200 -25%
BB
1488
Busey Bank
Illinois
$272K -$14.6K -34 -5%
LWMM
1489
Legacy Wealth Management (Mississippi)
Mississippi
$270K – – –
PWA
1490
Physician Wealth Advisors
Utah
$270K -$11.2K -26 -4%
TBC
1491
Ted Buchan & Co
California
$269K – – –
RA
1492
Ruggaard & Associates
Ohio
$269K -$1.72K -4 -0.7%
TWP
1493
Tyche Wealth Partners
Texas
$268K +$429 +1 +0.2%
NC
1494
nVerses Capital
Florida
$268K +$257K +600 New
PWS
1495
Peterson Wealth Services
Utah
$266K +$3.43K +8 +1%
FA
1496
Fermata Advisors
California
$266K +$255K +595 New
CMP
1497
Courage Miller Partners
Virginia
$265K – – –
MIM
1498
Marco Investment Management
Georgia
$262K – – –
ACA
1499
Affinity Capital Advisors
California
$262K -$429 -1 -0.2%
OC
1500
Oarsman Capital
Wisconsin
$261K +$3K +7 +1%
58 59
60
61 62