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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1526
Phillips Wealth Planners
Mississippi
$246K +$9.44K +22 +4%
AWM
1527
Aviso Wealth Management
Washington
$246K +$12K +28 +5%
CAMV
1528
Concord Asset Management (Virginia)
Virginia
$245K -$429 -1 -0.2%
FA
1529
Financial Alternatives
California
$244K – – –
VVP
1530
Venture Visionary Partners
Ohio
$244K -$2.57K -6 -1%
IFG
1531
Independent Financial Group
California
$243K +$233K +544 New
BFAG
1532
Blackston Financial Advisory Group
Florida
$240K +$231K +539 New
LOIM
1533
Liberty One Investment Management
Illinois
$240K +$106K +247 +85%
CSPAM
1534
Cary Street Partners Asset Management
Virginia
$240K +$231K +538 New
PSP
1535
Principal Street Partners
Tennessee
$239K – – –
WIC
1536
Wilkins Investment Counsel
Massachusetts
$239K – – –
IWP
1537
Invenio Wealth Partners
Florida
$238K -$157K -367 -41%
EL
1538
EWA LLC
Pennsylvania
$237K +$3.43K +8 +2%
RCG
1539
Ruane, Cunniff & Goldfarb
New York
$237K – – –
CF
1540
Copperwynd Financial
Arizona
$237K +$209K +488 New
FBB
1541
Fulton Breakefield Broenniman
Maryland
$236K +$858 +2 +0.4%
GVAG
1542
Great Valley Advisor Group
Delaware
$236K -$3K -7 -1%
DMBA
1543
Deseret Mutual Benefit Administrators
Utah
$236K -$25.7K -60 -10%
SLA
1544
Silver Lake Advisory
Utah
$236K -$10.3K -24 -4%
SVWAG
1545
Sound View Wealth Advisors Group
Georgia
$234K -$9.44K -22 -4%
AP
1546
Adero Partners
California
$232K -$14.2K -33 -6%
FP
1547
Financial Perspectives
Minnesota
$232K – – –
SIMG
1548
Stephens Investment Management Group
Texas
$231K +$4.29K +10 +2%
NRC
1549
New Republic Capital
North Carolina
$231K +$8.58K +20 +4%
MTC
1550
McDaniel Terry & Co
Texas
$230K -$32.2K -75 -13%
60 61
62
63 64