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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1601
Avantax Planning Partners
Iowa
$285K +$6.6K +13 +2%
SLG
1602
Stanley-Laman Group
Pennsylvania
$284K +$66.5K +131 +30%
PSP
1603
Principal Street Partners
Tennessee
$284K +$20.8K +41 +8%
JMFC
1604
J.M. Forbes & Co
Massachusetts
$283K – – –
FNT
1605
First Nebraska Trust
Nebraska
$282K – – –
DBIA
1606
Dumont & Blake Investment Advisors
New Jersey
$281K +$1.52K +3 +0.5%
NRC
1607
New Republic Capital
North Carolina
$281K +$17.8K +35 +7%
SMC
1608
Smith, Moore & Co
Missouri
$281K +$4.57K +9 +2%
HIIFS
1609
Harel Insurance Investments & Financial Services
Israel
$280K +$191K +377 +204%
GFG
1610
Goldstone Financial Group
Illinois
$279K +$25.9K +51 +10%
PP
1611
Patten & Patten
Tennessee
$279K -$62.4K -123 -18%
MC
1612
Maverick Capital
Texas
$278K -$912K -1,797 -76%
WI
1613
WrapManager Inc
California
$278K -$11.2K -22 -4%
SIC
1614
Salem Investment Counselors
North Carolina
$277K -$2.54K -5 -0.9%
WLIM
1615
White Lighthouse Investment Management
Massachusetts
$276K +$282K +555 New
IWN
1616
Independent Wealth Network
Iowa
$276K +$25.4K +50 +10%
MME
1617
Meag Munich Ergo
Germany
$275K – – –
AWM
1618
Angeles Wealth Management
California
$275K +$35.5K +70 +15%
VIA
1619
Virtus Investment Advisers
Connecticut
$274K – – –
APW
1620
Austin Private Wealth
Texas
$273K +$49.7K +98 +22%
ACM
1621
Aurdan Capital Management
Pennsylvania
$273K +$279K +549 New
BCM
1622
Brookstone Capital Management
Illinois
$272K +$277K +546 New
SWA
1623
SFMG Wealth Advisors
Texas
$271K +$11.7K +23 +4%
VAG
1624
VisionPoint Advisory Group
Texas
$271K -$3.55K -7 -1%
CIP
1625
Convergence Investment Partners
Florida
$270K -$3.55K -7 -1%
63 64
65
66 67