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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1526
Traveka Wealth
California
$253K +$16K +37 +7%
PCS
1527
Personal CFO Solutions
New Jersey
$252K +$43.3K +100 +20%
CAM
1528
Cidel Asset Management
Ontario, Canada
$252K +$20.8K +48 +9%
MTC
1529
McDaniel Terry & Co
Texas
$251K +$32.5K +75 +15%
DMBA
1530
Deseret Mutual Benefit Administrators
Utah
$251K +$29.9K +69 +13%
PWS
1531
Peterson Wealth Services
Utah
$250K +$4.77K +11 +2%
ACA
1532
Affinity Capital Advisors
California
$250K +$6.5K +15 +3%
MIM
1533
Marco Investment Management
Georgia
$250K +$38.1K +88 +18%
GA
1534
Goldstein Advisors
Wisconsin
$249K -$6.07K -14 -2%
MAM
1535
Meeder Asset Management
Ohio
$247K +$33.4K +77 +15%
OC
1536
Oarsman Capital
Wisconsin
$246K -$79.8K -184 -24%
RPA
1537
Rock Point Advisors
Vermont
$245K -$32.5K -75 -12%
SW
1538
StrongBox Wealth
Missouri
$245K -$4.33K -10 -2%
CMS
1539
Capital Market Strategies
Florida
$245K – – –
PI
1540
PineBridge Investments
New York
$244K -$11.2M -25,892 -98%
AFPL
1541
Advus Financial Partners, LLC
Florida
$243K +$9.97K +23 +4%
CFP
1542
Cascade Financial Partners
California
$243K +$252K +581 New
JMFC
1543
J.M. Forbes & Co
Massachusetts
$242K – – –
CIP
1544
Convergence Investment Partners
Florida
$242K -$1.73K -4 -0.7%
FNT
1545
First Nebraska Trust
Nebraska
$241K – – –
IWA
1546
IVC Wealth Advisors
Pennsylvania
$241K – – –
MG
1547
Marex Group
$240K – – –
NFC
1548
Northeast Financial Consultants
Connecticut
$240K +$244K +564 New
JDR
1549
Jay D. Rosenbaum
$240K – – –
DBIA
1550
Dumont & Blake Investment Advisors
New Jersey
$239K -$67.2K -155 -22%
60 61
62
63 64