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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1526
Aviso Wealth Management
Washington
$246K +$12K +28 +5%
CAMV
1527
Concord Asset Management (Virginia)
Virginia
$245K -$429 -1 -0.2%
FA
1528
Financial Alternatives
California
$244K – – –
VVP
1529
Venture Visionary Partners
Ohio
$244K -$2.57K -6 -1%
IFG
1530
Independent Financial Group
California
$243K +$233K +544 New
BFAG
1531
Blackston Financial Advisory Group
Florida
$240K +$231K +539 New
LOIM
1532
Liberty One Investment Management
Illinois
$240K +$106K +247 +85%
CSPAM
1533
Cary Street Partners Asset Management
Virginia
$240K +$231K +538 New
PSP
1534
Principal Street Partners
Tennessee
$239K – – –
WIC
1535
Wilkins Investment Counsel
Massachusetts
$239K – – –
IWP
1536
Invenio Wealth Partners
Florida
$238K -$157K -367 -41%
EL
1537
EWA LLC
Pennsylvania
$237K +$3.43K +8 +2%
RCG
1538
Ruane, Cunniff & Goldfarb
New York
$237K – – –
CF
1539
Copperwynd Financial
Arizona
$237K +$209K +488 New
FBB
1540
Fulton Breakefield Broenniman
Maryland
$236K +$858 +2 +0.4%
GVAG
1541
Great Valley Advisor Group
Delaware
$236K -$3K -7 -1%
DMBA
1542
Deseret Mutual Benefit Administrators
Utah
$236K -$25.7K -60 -10%
SLA
1543
Silver Lake Advisory
Utah
$236K -$10.3K -24 -4%
SVWAG
1544
Sound View Wealth Advisors Group
Georgia
$234K -$9.44K -22 -4%
AP
1545
Adero Partners
California
$232K -$14.2K -33 -6%
FP
1546
Financial Perspectives
Minnesota
$232K – – –
SIMG
1547
Stephens Investment Management Group
Texas
$231K +$4.29K +10 +2%
NRC
1548
New Republic Capital
North Carolina
$231K +$8.58K +20 +4%
MTC
1549
McDaniel Terry & Co
Texas
$230K -$32.2K -75 -13%
C
1550
Covestor
United Kingdom
$230K +$12.4K +29 +6%
60 61
62
63 64