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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CD
1651
Chapin Davis
Maryland
$234K – – –
EBA
1652
Eagle Bay Advisors
New York
$234K – – –
NB
1653
Nicolet Bankshares
Wisconsin
$234K – – –
SAI
1654
Systematic Alpha Investments
New Jersey
$234K – – –
DPI
1655
Diversified Portfolios Inc
Michigan
$233K +$990 +2 +0.4%
APW
1656
Austin Private Wealth
Texas
$233K +$223K +451 New
AWM
1657
Avior Wealth Management
Nebraska
$232K +$34.6K +70 +18%
RPA
1658
Rock Point Advisors
Vermont
$232K -$24.7K -50 -10%
OA
1659
Operose Advisors
Wisconsin
$232K +$56.4K +114 +34%
KSWWM
1660
Keyes Stange & Wooten Wealth Management
Florida
$231K -$4.95K -10 -2%
WWM
1661
Wolff Wiese Magana
California
$231K +$218K +440 +5,500%
BPWM
1662
Badgley Phelps Wealth Managers
Washington
$231K +$222K +448 New
TCWA
1663
Turtle Creek Wealth Advisors
Texas
$231K +$222K +448 New
OWP
1664
ORG Wealth Partners
Texas
$231K +$221K +447 New
ATS
1665
Ashton Thomas Securities
New York
$230K +$221K +446 New
SIM
1666
Stratos Investment Management
Ohio
$230K -$3.96K -8 -2%
MNBTD
1667
Moody National Bank Trust Division
Texas
$230K +$220K +445 New
GPI
1668
General Partner Inc
Pennsylvania
$229K – – –
BIP
1669
Blue Investment Partners
California
$229K +$219K +443 New
CCA
1670
Cobblestone Capital Advisors
New York
$228K +$218K +441 New
SLG
1671
Stanley-Laman Group
Pennsylvania
$227K +$218K +440 New
NCTC
1672
New Covenant Trust Company
Indiana
$226K +$218K +441 New
SLWA
1673
San Luis Wealth Advisors
California
$226K +$216K +437 New
VBCG
1674
Valley Brook Capital Group
Pennsylvania
$225K +$215K +435 New
SNBOSD
1675
Security National Bank of So Dak
Iowa
$224K +$215K +434 New
65 66
67
68 69