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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1651
Claret Asset Management
Quebec, Canada
– -$314K -766 Closed
XT
1652
XTX Topco
Cayman Islands
– -$314K -765 Closed
PWS
1653
Precision Wealth Strategies
Missouri
– -$311K -757 Closed
ANTB
1654
AMG National Trust Bank
Colorado
– -$308K -752 Closed
SAM
1655
Strategy Asset Managers
California
– -$301K -735 Closed
DA
1656
DCM Advisors
New York
– -$287K -700 Closed
MC
1657
Montag & Caldwell
Georgia
– -$283K -689 Closed
OTPPB
1658
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$273K -665 Closed
CWP
1659
CFM Wealth Partners
Texas
– -$270K -659 Closed
PBO
1660
Peoples Bank (Ohio)
Ohio
– -$269K -655 Closed
FLPIM
1661
F.L. Putnam Investment Management
Massachusetts
– -$268K -654 Closed
OPOWM
1662
One Plus One Wealth Management
Florida
– -$249K -606 Closed
HCMG
1663
Howard Capital Management Group
California
– -$245K -598 Closed
AI
1664
Alphabet Inc
California
– -$243K -592 Closed
OMC
1665
Old Mission Capital
Illinois
– -$242K -591 Closed
TCOT
1666
Trust Company of Toledo
Ohio
– -$242K -590 Closed
GWM
1667
Gitterman Wealth Management
New Jersey
– -$242K -589 Closed
PWS
1668
Peterson Wealth Services
Utah
– -$240K -586 Closed
BCM
1669
Buckhead Capital Management
Georgia
– -$240K -585 Closed
AWP
1670
Ascent Wealth Partners
New York
– -$239K -582 Closed
AFWM
1671
AMJ Financial Wealth Management
Virginia
– -$236K -576 Closed
ACA
1672
Affinity Capital Advisors
California
– -$235K -572 Closed
IWN
1673
Independent Wealth Network
Iowa
– -$235K -572 Closed
KCPG
1674
Kavar Capital Partners Group
Kansas
– -$234K -570 Closed
BFO
1675
Biltmore Family Office
North Carolina
– -$231K -563 Closed
65 66
67
68 69