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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1501
Versant Capital Management
Arizona
$300K +$2.96K +7 +1%
MC
1502
Machina Capital
France
$299K +$310K +733 New
KCP
1503
Kera Capital Partners
California
$298K -$68.4K -162 -18%
CFO
1504
CVA Family Office
Colorado
$298K -$39.7K -94 -11%
MA
1505
MCF Advisors
Kentucky
$297K +$157K +371 +104%
SWM
1506
Sculati Wealth Management
Michigan
$297K – – –
WC
1507
Wexford Capital
Florida
$295K +$306K +725 New
NW
1508
Naviter Wealth
Arkansas
$294K +$34.2K +81 +13%
LOIM
1509
Liberty One Investment Management
Illinois
$294K +$29.6K +70 +11%
KA
1510
Klingman & Associates
New York
$293K +$321K +761 New
CAL
1511
Capital Advisors Ltd
Ohio
$293K -$17.7K -42 -6%
SF
1512
Symphony Financial
Texas
$293K -$247K -586 -45%
SEIA
1513
Signature Estate & Investment Advisors
California
$292K -$13.1K -31 -4%
SW
1514
SVB Wealth
Massachusetts
$292K -$8.87K -21 -3%
AAA
1515
AG Asset Advisory
California
$291K – – –
PTC
1516
Philadelphia Trust Company
Pennsylvania
$290K – – –
AF
1517
Alerus Financial
North Dakota
$290K -$72.6K -172 -19%
IFG
1518
Independent Financial Group
California
$287K -$47.3K -112 -14%
FNWM
1519
Financial Network Wealth Management
Utah
$287K – – –
NB
1520
Northwest Bancshares
Pennsylvania
$286K -$2.96K -7 -1%
AIA
1521
Accelerate Investment Advisors
California
$286K -$81.9K -194 -22%
TFM
1522
TFC Financial Management
Massachusetts
$285K -$34.6K -82 -10%
NED
1523
Nancy E. Dempze
$285K -$42.2K -100 -13%
CBB
1524
Citizens Business Bank
California
$285K – – –
AWF
1525
Alpha Wealth Funds
Utah
$285K +$296K +700 New
59 60
61
62 63