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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1551
Ethos Financial Group
Pennsylvania
$237K +$6.07K +14 +3%
WANY
1552
Wealthspire Advisors (New York)
New York
$236K -$85K -196 -26%
PWA
1553
Physician Wealth Advisors
Utah
$236K +$251K +578 New
AGM
1554
Alpine Global Management
New York
$235K +$240K +553 New
AP
1555
Adero Partners
California
$235K -$29.5K -68 -11%
SLA
1556
Silver Lake Advisory
Utah
$235K +$239K +552 New
VVP
1557
Venture Visionary Partners
Ohio
$235K -$4.33K -10 -2%
CAMV
1558
Concord Asset Management (Virginia)
Virginia
$234K +$12.6K +29 +6%
CP
1559
Coho Partners
Pennsylvania
$234K -$260K -600 -52%
BFG
1560
Bouchey Financial Group
New York
$233K – – –
FA
1561
Financial Alternatives
California
$233K – – –
SVWAG
1562
Sound View Wealth Advisors Group
Georgia
$233K -$3.9K -9 -2%
PSP
1563
Principal Street Partners
Tennessee
$232K +$3.47K +8 +2%
WIC
1564
Wilkins Investment Counsel
Massachusetts
$228K +$232K +535 New
GVAG
1565
Great Valley Advisor Group
Delaware
$228K -$19.5K -45 -8%
RCG
1566
Ruane, Cunniff & Goldfarb
New York
$226K – – –
FBB
1567
Fulton Breakefield Broenniman
Maryland
$225K -$2.17K -5 -0.9%
AWM
1568
Aviso Wealth Management
Washington
$223K +$13.4K +31 +6%
FP
1569
Financial Perspectives
Minnesota
$221K -$433 -1 -0.2%
BFA
1570
Bragg Financial Advisors
North Carolina
$221K +$26.9K +62 +14%
WTB
1571
Washington Trust Bank
Washington
$221K +$225K +519 New
JSW
1572
Journey Strategic Wealth
New Jersey
$220K -$14.7K -34 -6%
FOA
1573
Five Oceans Advisors
California
$220K – – –
PB
1574
Pinnacle Bancorp
Nebraska
$219K – – –
GC
1575
Grimes & Company
Massachusetts
$218K -$12.6K -29 -5%
61 62
63
64 65