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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
1576
Sand Hill Global Advisors
California
$301K -$7.5K -14 -2%
CFG
1577
Carr Financial Group
Massachusetts
$300K +$5.89K +11 +2%
EL
1578
EWA LLC
Pennsylvania
$300K +$25.7K +48 +8%
IFG
1579
Independent Financial Group
California
$299K -$19.3K -36 -6%
BWS
1580
Broadway Wealth Solutions
Texas
$299K +$16.1K +30 +5%
WLIM
1581
White Lighthouse Investment Management
Massachusetts
$298K +$57.8K +108 +21%
EGWAG
1582
Elwood & Goetz Wealth Advisory Group
Georgia
$298K – – –
FPGK
1583
Financial Partners Group (Kansas)
Kansas
$298K +$328K +612 New
VCM
1584
Virtue Capital Management
Tennessee
$296K +$5.93M +11,082 +2,468%
CB
1585
Community Bank
New York
$296K – – –
PL
1586
Plancorp LLC
Missouri
$294K -$40.2K -75 -11%
MMCM
1587
Murphy & Mullick Capital Management
New York
$293K – – –
CWA
1588
Canvas Wealth Advisors
Kansas
$293K -$18.2K -34 -5%
TFM
1589
TFC Financial Management
Massachusetts
$293K – – –
IFS
1590
Ifrah Financial Services
Arkansas
$292K -$5.36K -10 -2%
PAM
1591
Paradigm Asset Management
New York
$292K – – –
V
1592
VeraBank
Texas
$291K -$13.4K -25 -4%
GC
1593
Grimes & Company
Massachusetts
$290K +$2.14K +4 +0.7%
CMP
1594
Courage Miller Partners
Virginia
$290K – – –
GAM
1595
Gould Asset Management
California
$289K – – –
SCM
1596
Sunbeam Capital Management
Georgia
$288K +$535 +1 +0.2%
KTC
1597
Kentucky Trust Company
Kentucky
$287K – – –
PWA
1598
Portus Wealth Advisors
North Carolina
$286K +$315K +588 New
FNT
1599
First Nebraska Trust
Nebraska
$285K +$10.2K +19 +3%
VFG
1600
Victory Financial Group
Texas
$285K +$19.8K +37 +7%
62 63
64
65 66