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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1601
RFG Advisory
Alabama
$207K +$211K +486 New
DWA
1602
Delap Wealth Advisory
Oregon
$205K +$209K +483 New
FWM
1603
Foguth Wealth Management
Michigan
$205K +$209K +482 New
HCM
1604
Hengehold Capital Management
Ohio
$205K -$1.3K -3 -0.6%
WB
1605
West Bancorporation
Iowa
$205K +$209K +482 New
OMC
1606
Old Mission Capital
Illinois
$204K +$208K +479 New
SAF
1607
Smith Anglin Financial
Texas
$203K -$2.6K -6 -1%
EL
1608
EWA LLC
Pennsylvania
$203K +$6.93K +16 +4%
SG
1609
StoneX Group
New York
$203K -$17.3K -40 -8%
CCA
1610
Cottonwood Capital Advisors
Utah
$203K +$3.03K +7 +1%
SPP
1611
Single Point Partners
Massachusetts
$202K – – –
APWM
1612
Argonautica Private Wealth Management
Massachusetts
$202K +$205K +474 New
TF
1613
Trek Financial
Arizona
$202K +$205K +474 New
HI
1614
Hendershot Investments
Virginia
$200K – – –
LTI
1615
Laffer Tengler Investments
Tennessee
$197K -$11.7K -27 -6%
GPI
1616
General Partner Inc
Pennsylvania
$188K – – –
RIL
1617
Rothschild Investment LLC
Illinois
$185K +$867 +2 +0.5%
BCP
1618
Blue Chip Partners
Michigan
$185K +$29.9K +69 +19%
SWS
1619
SYSTM Wealth Solutions
Illinois
$185K -$1.3K -3 -0.7%
NIMI
1620
Natixis Investment Managers International
France
$185K +$39.4K +91 +27%
BONH
1621
Bank of New Hampshire
New Hampshire
$184K -$17.3K -40 -8%
FCAS
1622
First Command Advisory Services
Texas
$182K -$31.6K -73 -15%
EWA
1623
EverSource Wealth Advisors
Alabama
$181K +$26.9K +62 +17%
AT
1624
Avalon Trust
New Mexico
$180K – – –
AGWCA
1625
Annis Gardner Whiting Capital Advisors
Florida
$178K +$80.6K +186 +80%
63 64
65
66 67