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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1551
William Mack & Associates
Michigan
$317K – – –
EA
1552
Eclectic Associates
California
$317K +$535 +1 +0.2%
LOIM
1553
Liberty One Investment Management
Illinois
$317K +$3.75K +7 +1%
ICP
1554
Impact Capital Partners
Colorado
$316K -$1.61K -3 -0.5%
SMA
1555
Seven Mile Advisory
New Jersey
$316K +$139K +259 +66%
UOC
1556
University of Chicago
Illinois
$316K – – –
MWM
1557
Mattern Wealth Management
Kansas
$316K -$30K -56 -8%
CPA
1558
Capital Planning Advisors
California
$316K -$11.8K -22 -3%
IFA
1559
Index Fund Advisors
California
$314K -$535 -1 -0.2%
SVWAG
1560
Sound View Wealth Advisors Group
Georgia
$314K -$53K -99 -13%
RBC
1561
Romano Brothers & Co
Illinois
$312K – – –
RIM
1562
Reliant Investment Management
Tennessee
$311K -$5.2M -9,703 -94%
BIA
1563
Benchmark Investment Advisors
Illinois
$311K +$342K +638 New
1WA
1564
180 Wealth Advisors
Washington
$308K -$6.96K -13 -2%
BCG
1565
Breakwater Capital Group
New Jersey
$307K – – –
VC
1566
Veracity Capital
Georgia
$305K -$10.2K -19 -3%
JMFC
1567
J.M. Forbes & Co
Massachusetts
$305K +$11.2K +21 +3%
SMC
1568
Smith, Moore & Co
Missouri
$303K +$10.7K +20 +3%
GAA
1569
Global Assets Advisory
Florida
$303K +$6.43K +12 +2%
CIA
1570
Compass Ion Advisors
Pennsylvania
$303K -$1.61K -3 -0.5%
IP
1571
Isthmus Partners
Wisconsin
$303K +$21.4K +40 +7%
BC
1572
Burney Company
Virginia
$302K -$51.9K -97 -14%
TWP
1573
Tyche Wealth Partners
Texas
$301K +$4.82K +9 +1%
AO
1574
Advisor OS
Illinois
$301K -$115K -214 -26%
VA
1575
Valmark Advisers
Ohio
$301K +$8.57K +16 +3%
61 62
63
64 65