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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
OF
1501
Optimize Financial
California
$444K +$5.94K +12 +1%
WI
1502
Wealth Intelligence
Georgia
$444K +$420K +849 New
CFO
1503
Cambient Family Office
Michigan
$444K +$420K +849 New
SFS
1504
Sowell Financial Services
Arkansas
$443K +$16.3K +33 +4%
AT
1505
Avalon Trust
New Mexico
$442K -$15.8K -32 -4%
DCM
1506
Dudley Capital Management
Virginia
$441K -$1.98K -4 -0.5%
DOA
1507
D'Orazio & Associates
Virginia
$441K -$495 -1 -0.1%
CFG
1508
Cooper Financial Group
California
$440K +$26.7K +54 +7%
WAP
1509
Wealthcare Advisory Partners
Pennsylvania
$440K +$42.1K +85 +11%
ACIM
1510
Azimuth Capital Investment Management
Michigan
$439K – – –
WAG
1511
Wilkerson Advisory Group
Missouri
$436K +$413K +834 New
ACGA
1512
Atlanta Consulting Group Advisors
Georgia
$435K +$412K +832 New
5NPW
1513
55 North Private Wealth
Florida
$434K +$411K +830 New
SA
1514
Sovran Advisors
California
$433K +$1.48K +3 +0.4%
SW
1515
SVB Wealth
Massachusetts
$432K -$29.2K -59 -7%
MCM
1516
Manchester Capital Management
Vermont
$432K -$6.93K -14 -2%
BIG
1517
Brookwood Investment Group
Arizona
$432K +$409K +827 New
APW
1518
Acima Private Wealth
Virginia
$432K – – –
BFO
1519
Biltmore Family Office
North Carolina
$432K – – –
GKFF
1520
George Kaiser Family Foundation
Oklahoma
$432K – – –
PGCM
1521
Prescott Group Capital Management
Oklahoma
$432K – – –
1CP
1522
1015 Capital Partners
Pennsylvania
$431K +$408K +824 New
BAM
1523
Byrne Asset Management
New Jersey
$430K +$407K +823 New
FWA
1524
FSM Wealth Advisors
Ohio
$430K -$61.8K -125 -13%
SWA
1525
Sax Wealth Advisors
New Jersey
$428K +$43K +87 +12%
59 60
61
62 63