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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1551
Moss Adams Wealth Advisors
Washington
$229K +$221K +514 New
CFO
1552
Callan Family Office
Pennsylvania
$229K +$220K +513 New
FOA
1553
Five Oceans Advisors
California
$228K -$2.15K -5 -1%
IWN
1554
Independent Wealth Network
Iowa
$228K +$7.72K +18 +4%
BFA
1555
Bragg Financial Advisors
North Carolina
$228K -$3.43K -8 -2%
MPW
1556
MGO Private Wealth
California
$228K – – –
TF
1557
Trek Financial
Arizona
$228K +$15.9K +37 +8%
MAP
1558
Moody Aldrich Partners
Massachusetts
$227K +$1.29K +3 +0.6%
AWA
1559
Arete Wealth Advisors
Illinois
$227K +$219K +510 New
SWA
1560
SFMG Wealth Advisors
Texas
$226K -$429 -1 -0.2%
GF
1561
GGM Financials
Ohio
$225K +$216K +504 New
GC
1562
Grimes & Company
Massachusetts
$224K -$4.29K -10 -2%
CAM
1563
Claret Asset Management
Quebec, Canada
$224K +$216K +503 New
IIM
1564
Ipswich Investment Management
Massachusetts
$223K – – –
TIA
1565
Traphagen Investment Advisors
New Jersey
$223K -$66.5K -155 -24%
RPA
1566
Rock Point Advisors
Vermont
$223K -$32.2K -75 -13%
APW
1567
Aurora Private Wealth
New Jersey
$223K – – –
TC
1568
TradeLink Capital
Illinois
$223K +$215K +500 New
S
1569
Sunpointe
Missouri
$222K +$214K +498 New
SWA
1570
Stratos Wealth Advisors
Ohio
$221K -$214K -499 -50%
MWM
1571
MGB Wealth Management
Texas
$221K +$199K +463 New
NCM
1572
Next Capital Management
New York
$221K +$212K +495 New
TCOT
1573
Trust Company of Toledo
Ohio
$219K – – –
GWA
1574
GGM Wealth Advisors
Maryland
$219K – – –
PGA
1575
Portland Global Advisors
Maine
$219K +$210K +490 New
61 62
63
64 65