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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1601
Delap Wealth Advisory
Oregon
$205K +$209K +483 New
FWM
1602
Foguth Wealth Management
Michigan
$205K +$209K +482 New
HCM
1603
Hengehold Capital Management
Ohio
$205K -$1.3K -3 -0.6%
WB
1604
West Bancorporation
Iowa
$205K +$209K +482 New
OMC
1605
Old Mission Capital
Illinois
$204K +$208K +479 New
SAF
1606
Smith Anglin Financial
Texas
$203K -$2.6K -6 -1%
EL
1607
EWA LLC
Pennsylvania
$203K +$6.93K +16 +4%
SG
1608
StoneX Group
New York
$203K -$17.3K -40 -8%
CCA
1609
Cottonwood Capital Advisors
Utah
$203K +$3.03K +7 +1%
SPP
1610
Single Point Partners
Massachusetts
$202K – – –
APWM
1611
Argonautica Private Wealth Management
Massachusetts
$202K +$205K +474 New
TF
1612
Trek Financial
Arizona
$202K +$205K +474 New
HI
1613
Hendershot Investments
Virginia
$200K – – –
LTI
1614
Laffer Tengler Investments
Tennessee
$197K -$11.7K -27 -6%
GPI
1615
General Partner Inc
Pennsylvania
$188K – – –
RIL
1616
Rothschild Investment LLC
Illinois
$185K +$867 +2 +0.5%
BCP
1617
Blue Chip Partners
Michigan
$185K +$29.9K +69 +19%
SWS
1618
SYSTM Wealth Solutions
Illinois
$185K -$1.3K -3 -0.7%
NIMI
1619
Natixis Investment Managers International
France
$185K +$39.4K +91 +27%
BONH
1620
Bank of New Hampshire
New Hampshire
$184K -$17.3K -40 -8%
FCAS
1621
First Command Advisory Services
Texas
$182K -$31.6K -73 -15%
EWA
1622
EverSource Wealth Advisors
Alabama
$181K +$26.9K +62 +17%
AT
1623
Avalon Trust
New Mexico
$180K – – –
AGWCA
1624
Annis Gardner Whiting Capital Advisors
Florida
$178K +$80.6K +186 +80%
NCTC
1625
New Covenant Trust Company
Indiana
$178K +$182K +419 New
63 64
65
66 67