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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1501
Affinity Capital Advisors
California
$262K -$429 -1 -0.2%
OC
1502
Oarsman Capital
Wisconsin
$261K +$3K +7 +1%
IWA
1503
IVC Wealth Advisors
Pennsylvania
$260K +$6.43K +15 +3%
MCM
1504
Mitchell Capital Management
Kansas
$259K -$172K -402 -41%
GA
1505
Goldstein Advisors
Wisconsin
$259K -$1.72K -4 -0.7%
CFP
1506
Cascade Financial Partners
California
$259K – – –
CIA
1507
Compass Ion Advisors
Pennsylvania
$258K – – –
GAG
1508
Goodman Advisory Group
Massachusetts
$257K -$34.3K -80 -12%
CMS
1509
Capital Market Strategies
Florida
$256K – – –
SW
1510
StrongBox Wealth
Missouri
$256K – – –
KFI
1511
Key Financial Inc
Pennsylvania
$255K +$77.2K +180 +46%
JMFC
1512
J.M. Forbes & Co
Massachusetts
$254K – – –
FNT
1513
First Nebraska Trust
Nebraska
$253K – – –
MG
1514
Marex Group
$252K – – –
RDWM
1515
Red Door Wealth Management
Tennessee
$252K -$17.6K -41 -7%
NFC
1516
Northeast Financial Consultants
Connecticut
$252K – – –
HIGP
1517
Hill Investment Group Partners
Missouri
$251K +$3K +7 +1%
BFG
1518
Bouchey Financial Group
New York
$251K +$6.86K +16 +3%
FIM
1519
Freedom Investment Management
Connecticut
$251K -$37.8K -88 -14%
CIP
1520
Convergence Investment Partners
Florida
$250K -$3.43K -8 -1%
SIC
1521
Salem Investment Counselors
North Carolina
$248K -$28.3K -66 -11%
VAG
1522
VisionPoint Advisory Group
Texas
$248K -$17.6K -41 -7%
DWM
1523
Darwin Wealth Management
Florida
$248K +$23.6K +55 +11%
WF
1524
Wayfinding Financial
Washington
$247K +$238K +554 New
RB
1525
Renasant Bank
Mississippi
$247K +$237K +553 New
59 60
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62 63