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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SEA
1551
Stegent Equity Advisors
Texas
$318K +$41.6K +82 +15%
ZIM
1552
Zacks Investment Management
Illinois
$318K +$59.4K +117 +22%
V
1553
VeraBank
Texas
$318K +$6.09K +12 +2%
ANTB
1554
AMG National Trust Bank
Colorado
$317K +$37.5K +74 +13%
PL
1555
Plancorp LLC
Missouri
$316K +$121K +239 +60%
JIP
1556
Jaffetilchin Investment Partners
Florida
$316K +$507 +1 +0.2%
RFW
1557
Rainier Family Wealth
Washington
$315K +$321K +633 New
IAS
1558
Insigneo Advisory Services
Florida
$314K -$403K -795 -56%
NW
1559
Naviter Wealth
Arkansas
$314K +$25.4K +50 +9%
CWM
1560
Campbell Wealth Management
Virginia
$314K +$320K +630 New
LAM
1561
LECAP Asset Management
United Kingdom
$313K -$1.4M -2,759 -81%
WMA
1562
William Mack & Associates
Michigan
$311K +$317K +624 New
BIA
1563
Bell Investment Advisors
California
$309K -$31K -61 -9%
FI
1564
FWG Investments
Kentucky
$308K -$3.55K -7 -1%
CIA
1565
Compass Ion Advisors
Pennsylvania
$307K – – –
AWP
1566
Ascent Wealth Partners
New York
$306K -$6.6K -13 -2%
BWS
1567
Broadway Wealth Solutions
Texas
$305K +$311K +613 New
CMS
1568
Capital Market Strategies
Florida
$305K +$3.04K +6 +1%
EGWAG
1569
Elwood & Goetz Wealth Advisory Group
Georgia
$305K – – –
LOIM
1570
Liberty One Investment Management
Illinois
$304K +$37K +73 +14%
WEG
1571
World Equity Group
Illinois
$304K +$310K +610 New
GAM
1572
Gould Asset Management
California
$303K – – –
RWM
1573
Revisor Wealth Management
Ohio
$303K -$173K -340 -36%
RBC
1574
Romano Brothers & Co
Illinois
$302K -$15.7K -31 -5%
TWM
1575
Topsail Wealth Management
North Carolina
$302K +$307K +606 New
61 62
63
64 65