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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
1601
Kentucky Trust Company
Kentucky
$240K – – –
MIP
1602
Marietta Investment Partners
Wisconsin
$240K -$7.18K -17 -3%
CB
1603
Community Bank
New York
$239K – – –
FCM
1604
Fire Capital Management
California
$239K +$247K +586 New
MMCM
1605
Murphy & Mullick Capital Management
New York
$239K – – –
IFS
1606
Ifrah Financial Services
Arkansas
$238K +$2.11K +5 +0.9%
EFG
1607
Ethos Financial Group
Pennsylvania
$238K -$102K -241 -30%
BCG
1608
Breakwater Capital Group
New Jersey
$238K -$17.7K -42 -7%
IP
1609
Isthmus Partners
Wisconsin
$237K – – –
SIC
1610
Samalin Investment Counsel
New York
$236K -$3.8K -9 -2%
FWM
1611
Focused Wealth Management
New York
$235K +$244K +578 New
SWM
1612
Stronghold Wealth Management
Florida
$235K -$18.6K -44 -7%
GKWIM
1613
Gerber Kawasaki Wealth & Investment Management
California
$234K +$6.33K +15 +3%
ICP
1614
Impact Capital Partners
Colorado
$234K -$14.8K -35 -6%
SW
1615
StrongBox Wealth
Missouri
$234K – – –
TWP
1616
Tyche Wealth Partners
Texas
$234K -$462K -1,093 -66%
4WM
1617
44 Wealth Management
Oregon
$234K -$422 -1 -0.2%
PP
1618
Patten & Patten
Tennessee
$233K – – –
HCMG
1619
Howard Capital Management Group
California
$232K -$133K -314 -36%
JMFC
1620
J.M. Forbes & Co
Massachusetts
$232K -$8.87K -21 -4%
DWM
1621
Dakota Wealth Management
Florida
$230K -$803K -1,902 -77%
OFO
1622
OneAscent Family Office
Alabama
$229K +$1.69K +4 +0.7%
1WA
1623
180 Wealth Advisors
Washington
$229K -$18.2K -43 -7%
AO
1624
Advisor OS
Illinois
$229K -$42.7K -101 -15%
PUI
1625
Purpose Unlimited Inc
$229K – – –
63 64
65
66 67