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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1626
Teamwork Financial Advisors
Texas
$279K -$13.4M -28,832 -98%
SP
1627
Stablepoint Partners
Massachusetts
$279K – – –
PPW
1628
Pasadena Private Wealth
California
$278K – – –
PJSIMP
1629
P.J. Schmidt Investment Management (PJS)
Wisconsin
$277K -$332K -715 -52%
LOIM
1630
Liberty One Investment Management
Illinois
$277K +$283K +610 +1,488%
EA
1631
Eclectic Associates
California
$277K -$2.79K -6 -0.9%
UOC
1632
University of Chicago
Illinois
$276K – – –
PCS
1633
Personal CFO Solutions
New Jersey
$276K -$212K -456 -41%
AIM
1634
Advyzon Investment Management
Illinois
$276K +$301K +648 New
WA
1635
Wealth Architects
California
$275K -$9.29K -20 -3%
LAM
1636
LECAP Asset Management
United Kingdom
$274K +$299K +645 New
VCM
1637
Voleon Capital Management
California
$274K +$39.5K +85 +15%
MNBTD
1638
Moody National Bank Trust Division
Texas
$274K +$92.9K +200 +45%
FWIA
1639
Fort Washington Investment Advisors
Ohio
$273K – – –
RZH
1640
Relyea Zuckerberg Hanson
Connecticut
$273K -$59.9K -129 -17%
NW
1641
Naviter Wealth
Arkansas
$273K +$23.2K +50 +8%
MWM
1642
Mattern Wealth Management
Kansas
$271K -$5.57K -12 -2%
OIS
1643
OneAscent Investment Solutions
Alabama
$271K +$76.6K +165 +35%
SGI
1644
Summit Global Investments
Utah
$270K -$30.2K -65 -9%
SRC
1645
Shufro Rose & Co
New York
$269K – – –
ACM
1646
Avalon Capital Management
California
$269K -$33K -71 -10%
GA
1647
Greenspring Advisors
Maryland
$268K +$44.1K +95 +18%
DE
1648
Diversified Enterprises
Delaware
$268K -$249K -537 -46%
BFG
1649
Bouchey Financial Group
New York
$267K -$6.04K -13 -2%
SC
1650
Sapient Capital
Indiana
$267K +$41.8K +90 +17%
64 65
66
67 68