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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1576
Pasadena Private Wealth
California
$332K – – –
ACM
1577
Avalon Capital Management
California
$331K – – –
FFG
1578
Fortem Financial Group
California
$331K +$333K +652 New
UOC
1579
University of Chicago
Illinois
$330K +$332K +650 New
II
1580
Impact Investors
California
$330K -$4.6K -9 -1%
1WA
1581
180 Wealth Advisors
Washington
$330K -$19.9K -39 -6%
CWA
1582
Crux Wealth Advisors
California
$329K -$184K -361 -36%
NW
1583
Naviter Wealth
Arkansas
$327K +$10.2K +20 +3%
AFPL
1584
Advus Financial Partners, LLC
Florida
$326K -$23.5K -46 -7%
KFS
1585
Keynote Financial Services
Connecticut
$325K – – –
ZIM
1586
Zacks Investment Management
Illinois
$324K +$511 +1 +0.2%
V
1587
VeraBank
Texas
$324K – – –
SW
1588
Simplicity Wealth
New Jersey
$324K +$325K +637 New
WFA
1589
Wellspring Financial Advisors
Ohio
$321K +$58.3K +114 +22%
LWIC
1590
Leith Wheeler Investment Counsel
British Columbia, Canada
$320K +$322K +630 New
EFG
1591
Ethos Financial Group
Pennsylvania
$319K – – –
BIA
1592
Bell Investment Advisors
California
$318K +$2.56K +5 +0.8%
CIA
1593
Compass Ion Advisors
Pennsylvania
$318K +$4.6K +9 +1%
WMA
1594
William Mack & Associates
Michigan
$317K – – –
OP
1595
ORG Partners
Indiana
$317K -$114K -224 -27%
RFW
1596
Rainier Family Wealth
Washington
$317K -$5.11K -10 -2%
BCG
1597
Breakwater Capital Group
New Jersey
$317K +$318K +623 New
SOW
1598
State of Wyoming
Wyoming
$316K +$184K +361 +138%
VAG
1599
VisionPoint Advisory Group
Texas
$314K +$36.8K +72 +13%
IFS
1600
Ifrah Financial Services
Arkansas
$314K -$16.4K -32 -5%
62 63
64
65 66