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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1601
VeraBank
Texas
$243K – – –
FFA
1602
Founders Financial Alliance
North Carolina
$243K -$127K -301 -34%
GKIM
1603
GW&K Investment Management
Massachusetts
$243K -$1.16M -2,752 -82%
WLIM
1604
White Lighthouse Investment Management
Massachusetts
$242K -$2.11K -5 -0.8%
LWA
1605
Legacy Wealth Advisors
Florida
$242K +$22.4K +53 +10%
DWM
1606
Darwin Wealth Management
Florida
$241K +$11.8K +28 +5%
NWAG
1607
Net Worth Advisory Group
Utah
$241K +$3.38K +8 +1%
CIA
1608
Caerus Investment Advisors
Texas
$241K -$49.8K -118 -17%
WPW
1609
Warther Private Wealth
Ohio
$240K -$7.87M -18,645 -97%
FWIA
1610
Fort Washington Investment Advisors
Ohio
$240K -$22.4K -53 -8%
KTC
1611
Kentucky Trust Company
Kentucky
$240K – – –
MIP
1612
Marietta Investment Partners
Wisconsin
$240K -$7.18K -17 -3%
CB
1613
Community Bank
New York
$239K – – –
FCM
1614
Fire Capital Management
California
$239K +$247K +586 New
MMCM
1615
Murphy & Mullick Capital Management
New York
$239K – – –
IFS
1616
Ifrah Financial Services
Arkansas
$238K +$2.11K +5 +0.9%
EFG
1617
Ethos Financial Group
Pennsylvania
$238K -$102K -241 -30%
BCG
1618
Breakwater Capital Group
New Jersey
$238K -$17.7K -42 -7%
IP
1619
Isthmus Partners
Wisconsin
$237K – – –
SIC
1620
Samalin Investment Counsel
New York
$236K -$3.8K -9 -2%
FWM
1621
Focused Wealth Management
New York
$235K +$244K +578 New
SWM
1622
Stronghold Wealth Management
Florida
$235K -$18.6K -44 -7%
GKWIM
1623
Gerber Kawasaki Wealth & Investment Management
California
$234K +$6.33K +15 +3%
ICP
1624
Impact Capital Partners
Colorado
$234K -$14.8K -35 -6%
SW
1625
StrongBox Wealth
Missouri
$234K – – –
63 64
65
66 67