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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1501
Auxier Asset Management
Oregon
$305K +$317K +750 New
BCM
1502
Basso Capital Management
Connecticut
$305K +$317K +750 New
BWP
1503
Burling Wealth Partners
Illinois
$305K +$28.7K +68 +10%
SSW
1504
Smith Shellnut Wilson
Mississippi
$304K -$116K -275 -27%
ICP
1505
Interchange Capital Partners
Pennsylvania
$303K -$170K -402 -35%
BBP
1506
Banco BTG Pactual
Brazil
$303K +$314K +743 New
GGS
1507
Galvin Gaustad & Stein
Arizona
$303K +$314K +743 New
PWP
1508
Phillips Wealth Planners
Mississippi
$302K +$1.69K +4 +0.6%
SW
1509
Simplicity Wealth
New Jersey
$302K -$35.1K -83 -10%
FMI
1510
F/M Investments
District of Columbia
$300K +$311K +737 New
VCM
1511
Versant Capital Management
Arizona
$300K +$2.96K +7 +1%
MC
1512
Machina Capital
France
$299K +$310K +733 New
KCP
1513
Kera Capital Partners
California
$298K -$68.4K -162 -18%
CFO
1514
CVA Family Office
Colorado
$298K -$39.7K -94 -11%
MA
1515
MCF Advisors
Kentucky
$297K +$157K +371 +104%
SWM
1516
Sculati Wealth Management
Michigan
$297K – – –
WC
1517
Wexford Capital
Florida
$295K +$306K +725 New
NW
1518
Naviter Wealth
Arkansas
$294K +$34.2K +81 +13%
LOIM
1519
Liberty One Investment Management
Illinois
$294K +$29.6K +70 +11%
KA
1520
Klingman & Associates
New York
$293K +$321K +761 New
CAL
1521
Capital Advisors Ltd
Ohio
$293K -$17.7K -42 -6%
SF
1522
Symphony Financial
Texas
$293K -$247K -586 -45%
SEIA
1523
Signature Estate & Investment Advisors
California
$292K -$13.1K -31 -4%
SW
1524
SVB Wealth
Massachusetts
$292K -$8.87K -21 -3%
AAA
1525
AG Asset Advisory
California
$291K – – –
59 60
61
62 63