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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
1551
Gallo Partners
New Jersey
$345K -$5.99M -12,011 -95%
SP
1552
Stablepoint Partners
Massachusetts
$345K -$5.99K -12 -2%
ICP
1553
Impact Capital Partners
Colorado
$344K -$12K -24 -4%
PPW
1554
Pasadena Private Wealth
California
$344K – – –
II
1555
Impact Investors
California
$344K +$1.5K +3 +0.5%
ACM
1556
Avalon Capital Management
California
$344K – – –
WMA
1557
William Mack & Associates
Michigan
$343K +$13.5K +27 +4%
IFG
1558
Independent Financial Group
California
$343K +$25K +50 +8%
EA
1559
Eclectic Associates
California
$343K -$14K -28 -4%
UOC
1560
University of Chicago
Illinois
$343K – – –
SIA
1561
SGL Investment Advisors
Montana
$342K +$324K +650 New
CWA
1562
Canvas Wealth Advisors
Kansas
$342K +$11.5K +23 +4%
VC
1563
Veracity Capital
Georgia
$341K -$12.5K -25 -4%
IFA
1564
Index Fund Advisors
California
$341K +$323K +647 New
1WA
1565
180 Wealth Advisors
Washington
$340K -$2K -4 -0.6%
LOIM
1566
Liberty One Investment Management
Illinois
$339K -$9.98K -20 -3%
RBC
1567
Romano Brothers & Co
Illinois
$338K +$26K +52 +9%
AWM
1568
Ariadne Wealth Management
California
$337K -$52.9K -106 -15%
HA
1569
Huntleigh Advisors
Missouri
$336K -$7.99K -16 -2%
HWP
1570
Hibernia Wealth Partners
Louisiana
$334K +$316K +634 New
SHGA
1571
Sand Hill Global Advisors
California
$333K +$9.48K +19 +3%
AC
1572
Attessa Capital
Arizona
$333K -$29.9K -60 -8%
MMCM
1573
Murphy & Mullick Capital Management
New York
$332K – – –
BCG
1574
Breakwater Capital Group
New Jersey
$332K +$3.49K +7 +1%
CIA
1575
Compass Ion Advisors
Pennsylvania
$330K – – –
61 62
63
64 65