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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1626
Wedge Capital Management
North Carolina
$298K +$28.1K +55 +10%
HFM
1627
Harvest Fund Management
China
$297K +$288K +564 +2,686%
IWP
1628
Invenio Wealth Partners
Florida
$297K +$5.11K +10 +2%
ANTB
1629
AMG National Trust Bank
Colorado
$296K -$27.6K -54 -8%
IP
1630
Isthmus Partners
Wisconsin
$296K – – –
GAA
1631
Global Assets Advisory
Florida
$295K +$316K +618 New
NFC
1632
Northeast Financial Consultants
Connecticut
$294K – – –
CMS
1633
Capital Market Strategies
Florida
$293K -$17.9K -35 -6%
SW
1634
StrongBox Wealth
Missouri
$292K – – –
GVAG
1635
Great Valley Advisor Group
Delaware
$291K -$40.9K -80 -12%
RA
1636
RFG Advisory
Alabama
$291K -$16.4K -32 -5%
AP
1637
Adero Partners
California
$290K -$2.56K -5 -0.9%
CWA
1638
Canvas Wealth Advisors
Kansas
$290K +$318K +622 New
MIP
1639
Marietta Investment Partners
Wisconsin
$290K +$23.5K +46 +9%
JMFC
1640
J.M. Forbes & Co
Massachusetts
$289K – – –
MHC
1641
May Hill Capital
Massachusetts
$288K -$4.6K -9 -2%
PPC
1642
Park Place Capital
Alabama
$288K -$388K -760 -57%
FNT
1643
First Nebraska Trust
Nebraska
$288K – – –
AWM
1644
Angeles Wealth Management
California
$287K +$6.64K +13 +2%
VA
1645
Valmark Advisers
Ohio
$286K -$40.4K -79 -12%
APW
1646
Austin Private Wealth
Texas
$285K +$6.13K +12 +2%
GC
1647
Grimes & Company
Massachusetts
$285K +$13.3K +26 +5%
SIA
1648
Soltis Investment Advisors
Utah
$282K +$7.15K +14 +3%
WLIM
1649
White Lighthouse Investment Management
Massachusetts
$282K – – –
CRI
1650
Colonial River Investments
Virginia
$281K +$283K +554 New
64 65
66
67 68