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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SEA
1551
Stegent Equity Advisors
Texas
$288K -$45K -91 -14%
SMC
1552
Smith, Moore & Co
Missouri
$286K +$274K +554 New
VAG
1553
VisionPoint Advisory Group
Texas
$286K -$1.49K -3 -0.5%
MME
1554
Meag Munich Ergo
Germany
$286K +$274K +553 New
IWP
1555
Invenio Wealth Partners
Florida
$285K +$8.91K +18 +3%
EP
1556
Edgestream Partners
New Jersey
$285K -$616K -1,244 -69%
SAI
1557
Savvy Advisors Inc
New York
$285K +$273K +552 New
LCM
1558
LVM Capital Management
Michigan
$285K – – –
VIA
1559
Virtus Investment Advisers
Connecticut
$284K +$272K +550 New
CIP
1560
Convergence Investment Partners
Florida
$284K -$5.94K -12 -2%
IC
1561
Inscription Capital
Texas
$283K -$107K -217 -28%
AP
1562
Adero Partners
California
$282K +$12.9K +26 +5%
DBRC
1563
D.B. Root & Company
Pennsylvania
$281K -$203K -411 -43%
AWM
1564
Ariadne Wealth Management
California
$281K +$280K +565 New
MIM
1565
Meridiem Investment Management
United Kingdom
$279K +$69.3K +140 +35%
SVWAG
1566
Sound View Wealth Advisors Group
Georgia
$278K +$6.43K +13 +2%
AAS
1567
Ameritas Advisory Services
Nebraska
$278K -$295K -597 -53%
LOIM
1568
Liberty One Investment Management
Illinois
$277K -$495 -1 -0.2%
HCM
1569
Hengehold Capital Management
Ohio
$277K +$25.2K +51 +10%
FOA
1570
Five Oceans Advisors
California
$277K +$12.4K +25 +5%
TNA
1571
True North Advisors
Texas
$276K +$34.1K +69 +15%
RCG
1572
Ruane, Cunniff & Goldfarb
New York
$274K – – –
G
1573
GenTrust
Florida
$274K +$263K +531 New
SLA
1574
Silver Lake Advisory
Utah
$273K +$495 +1 +0.2%
NRC
1575
New Republic Capital
North Carolina
$273K +$5.44K +11 +2%
61 62
63
64 65