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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
1551
Smith, Moore & Co
Missouri
$286K +$274K +554 New
VAG
1552
VisionPoint Advisory Group
Texas
$286K -$1.49K -3 -0.5%
MME
1553
Meag Munich Ergo
Germany
$286K +$274K +553 New
IWP
1554
Invenio Wealth Partners
Florida
$285K +$8.91K +18 +3%
EP
1555
Edgestream Partners
New Jersey
$285K -$616K -1,244 -69%
SAI
1556
Savvy Advisors Inc
New York
$285K +$273K +552 New
LCM
1557
LVM Capital Management
Michigan
$285K – – –
VIA
1558
Virtus Investment Advisers
Connecticut
$284K +$272K +550 New
CIP
1559
Convergence Investment Partners
Florida
$284K -$5.94K -12 -2%
IC
1560
Inscription Capital
Texas
$283K -$107K -217 -28%
AP
1561
Adero Partners
California
$282K +$12.9K +26 +5%
DBRC
1562
D.B. Root & Company
Pennsylvania
$281K -$203K -411 -43%
AWM
1563
Ariadne Wealth Management
California
$281K +$280K +565 New
MIM
1564
Meridiem Investment Management
United Kingdom
$279K +$69.3K +140 +35%
SVWAG
1565
Sound View Wealth Advisors Group
Georgia
$278K +$6.43K +13 +2%
AAS
1566
Ameritas Advisory Services
Nebraska
$278K -$295K -597 -53%
LOIM
1567
Liberty One Investment Management
Illinois
$277K -$495 -1 -0.2%
HCM
1568
Hengehold Capital Management
Ohio
$277K +$25.2K +51 +10%
FOA
1569
Five Oceans Advisors
California
$277K +$12.4K +25 +5%
TNA
1570
True North Advisors
Texas
$276K +$34.1K +69 +15%
RCG
1571
Ruane, Cunniff & Goldfarb
New York
$274K – – –
G
1572
GenTrust
Florida
$274K +$263K +531 New
SLA
1573
Silver Lake Advisory
Utah
$273K +$495 +1 +0.2%
NRC
1574
New Republic Capital
North Carolina
$273K +$5.44K +11 +2%
FBB
1575
Fulton Breakefield Broenniman
Maryland
$273K -$990 -2 -0.4%
61 62
63
64 65