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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1526
Red Door Wealth Management
Tennessee
$214K -$35.9K -91 -16%
SAF
1527
Smith Anglin Financial
Texas
$213K +$191K +483 New
DOA
1528
D'Orazio & Associates
Virginia
$213K -$33.1K -84 -15%
S
1529
Sunpointe
Missouri
$212K +$190K +482 New
IAIM
1530
International Assets Investment Management
Florida
$211K -$30.4K -77 -14%
CFO
1531
Callan Family Office
Pennsylvania
$210K +$188K +477 New
RIA
1532
Realta Investment Advisors
Delaware
$210K +$188K +476 New
TSS
1533
Two Sigma Securities
New York
$210K -$1.21M -3,060 -87%
SPP
1534
Single Point Partners
Massachusetts
$209K +$187K +475 New
BONH
1535
Bank of New Hampshire
New Hampshire
$208K – – –
WC
1536
Wynn Capital
Georgia
$208K +$187K +473 New
HI
1537
Hendershot Investments
Virginia
$207K -$11.4K -29 -6%
HP
1538
Hyperion Partners
Pennsylvania
$207K +$185K +469 New
EL
1539
EWA LLC
Pennsylvania
$206K +$179K +454 New
KOC
1540
Koss-Olinger Consulting
Florida
$206K +$184K +467 New
NPFS
1541
Novak & Powell Financial Services
Florida
$205K +$184K +466 New
ICP
1542
Interchange Capital Partners
Pennsylvania
$205K -$32.4K -82 -15%
MSAM
1543
Moloney Securities Asset Management
Missouri
$203K +$182K +460 New
SIC
1544
Sigma Investment Counselors
Michigan
$202K -$42.6K -108 -19%
GKWIM
1545
Gerber Kawasaki Wealth & Investment Management
California
$202K +$181K +458 New
JWCA
1546
J.W. Cole Advisors
Florida
$201K +$180K +457 New
BFA
1547
Bragg Financial Advisors
North Carolina
$201K +$180K +457 New
LI
1548
LVZ Inc
Michigan
$201K +$180K +456 New
LSPW
1549
Lake Street Private Wealth
Illinois
$200K +$180K +455 New
SAI
1550
Systematic Alpha Investments
New Jersey
$199K – – –
60 61
62
63 64