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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1626
Romano Brothers & Co
Illinois
$299K -$9.2K -18 -3%
BWS
1627
Broadway Wealth Solutions
Texas
$299K -$12.8K -25 -4%
WCM
1628
Wedge Capital Management
North Carolina
$298K +$28.1K +55 +10%
HFM
1629
Harvest Fund Management
China
$297K +$288K +564 +2,686%
IWP
1630
Invenio Wealth Partners
Florida
$297K +$5.11K +10 +2%
ANTB
1631
AMG National Trust Bank
Colorado
$296K -$27.6K -54 -8%
IP
1632
Isthmus Partners
Wisconsin
$296K – – –
GAA
1633
Global Assets Advisory
Florida
$295K +$316K +618 New
NFC
1634
Northeast Financial Consultants
Connecticut
$294K – – –
CMS
1635
Capital Market Strategies
Florida
$293K -$17.9K -35 -6%
SW
1636
StrongBox Wealth
Missouri
$292K – – –
GVAG
1637
Great Valley Advisor Group
Delaware
$291K -$40.9K -80 -12%
RA
1638
RFG Advisory
Alabama
$291K -$16.4K -32 -5%
AP
1639
Adero Partners
California
$290K -$2.56K -5 -0.9%
CWA
1640
Canvas Wealth Advisors
Kansas
$290K +$318K +622 New
MIP
1641
Marietta Investment Partners
Wisconsin
$290K +$23.5K +46 +9%
JMFC
1642
J.M. Forbes & Co
Massachusetts
$289K – – –
MHC
1643
May Hill Capital
Massachusetts
$288K -$4.6K -9 -2%
PPC
1644
Park Place Capital
Alabama
$288K -$388K -760 -57%
FNT
1645
First Nebraska Trust
Nebraska
$288K – – –
AWM
1646
Angeles Wealth Management
California
$287K +$6.64K +13 +2%
VA
1647
Valmark Advisers
Ohio
$286K -$40.4K -79 -12%
APW
1648
Austin Private Wealth
Texas
$285K +$6.13K +12 +2%
GC
1649
Grimes & Company
Massachusetts
$285K +$13.3K +26 +5%
SIA
1650
Soltis Investment Advisors
Utah
$282K +$7.15K +14 +3%
64 65
66
67 68