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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1526
Byrne Asset Management
New Jersey
$430K +$407K +823 New
FWA
1527
FSM Wealth Advisors
Ohio
$430K -$61.8K -125 -13%
SWA
1528
Sax Wealth Advisors
New Jersey
$428K +$43K +87 +12%
PHS
1529
Pekin Hardy Strauss
Illinois
$427K -$15.3K -31 -4%
CAL
1530
Capital Advisors Ltd
Ohio
$427K – – –
HR
1531
Hardy Reed
Mississippi
$425K +$32.2K +65 +9%
LCM
1532
Legato Capital Management
California
$425K – – –
CT
1533
Chicago Trust
Illinois
$424K -$2.47K -5 -0.6%
CCWP
1534
Cedar Cove Wealth Partners
Minnesota
$421K +$399K +806 New
GIC
1535
Generali Investments CEE
Czech Republic
$421K -$201K -406 -34%
CAM
1536
Cidel Asset Management
Ontario, Canada
$420K +$24.2K +49 +6%
NED
1537
Nancy E. Dempze
$418K – – –
SP
1538
Stonebrook Private
Michigan
$417K -$570K -1,151 -59%
DWM
1539
Destination Wealth Management
California
$417K +$14.3K +29 +4%
BB
1540
Burford Brothers
Texas
$415K -$495 -1 -0.1%
CA
1541
Cache Advisors
California
$412K – – –
XF
1542
XML Financial
Maryland
$411K -$66.3K -134 -15%
AMCA
1543
Arthur M. Cohen & Associates
Illinois
$411K – – –
TFM
1544
TFC Financial Management
Massachusetts
$409K +$89.1K +180 +30%
CWA
1545
Cura Wealth Advisors
Illinois
$408K +$386K +781 New
CFO
1546
CVA Family Office
Colorado
$407K -$10.4K -21 -3%
DO
1547
denkapparat Operations
Germany
$404K – – –
MWM
1548
MGB Wealth Management
Texas
$403K +$495 +1 +0.1%
EFG
1549
Ethos Financial Group
Pennsylvania
$403K +$13.4K +27 +4%
SG
1550
Somerset Group
Minnesota
$403K – – –
60 61
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63 64