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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
1651
White Lighthouse Investment Management
Massachusetts
$282K – – –
CRI
1652
Colonial River Investments
Virginia
$281K +$283K +554 New
CFG
1653
Carr Financial Group
Massachusetts
$281K -$97.1K -190 -26%
OPCM
1654
Osborne Partners Capital Management
California
$281K -$87.9K -172 -24%
NWAG
1655
Net Worth Advisory Group
Utah
$281K -$11.2K -22 -4%
WF
1656
Wayfinding Financial
Washington
$280K -$26.6K -52 -9%
VEA
1657
Virtus ETF Advisers
New York
$279K -$926K -1,812 -77%
IWN
1658
Independent Wealth Network
Iowa
$279K -$2.56K -5 -0.9%
GKFF
1659
George Kaiser Family Foundation
Oklahoma
$279K +$281K +549 New
PGCM
1660
Prescott Group Capital Management
Oklahoma
$279K +$281K +549 New
FA
1661
Financial Alternatives
California
$278K -$51.1K -100 -15%
WI
1662
WrapManager Inc
California
$278K -$5.11K -10 -2%
PSP
1663
Principal Street Partners
Tennessee
$278K -$11.2K -22 -4%
AA
1664
Armis Advisers
Georgia
$278K +$284K +555 New
PB
1665
Pinnacle Bancorp
Nebraska
$275K +$24K +47 +9%
EL
1666
EWA LLC
Pennsylvania
$275K +$25K +49 +10%
MIM
1667
Meridiem Investment Management
United Kingdom
$274K – – –
OAM
1668
Occidental Asset Management
California
$274K +$276K +540 New
ACA
1669
Affinity Capital Advisors
California
$273K – – –
CWG
1670
Cornerstone Wealth Group
North Carolina
$271K -$99.6K -195 -27%
EW
1671
Elyxium Wealth
California
$270K +$272K +532 New
PCMC
1672
Paragon Capital Management (Colorado)
Colorado
$270K +$272K +532 New
SIM
1673
Stratos Investment Management
Ohio
$270K +$45.5K +89 +20%
SLA
1674
Silver Lake Advisory
Utah
$270K +$511 +1 +0.2%
CPBTD
1675
Central Pacific Bank - Trust Division
Hawaii
$270K -$950K -1,860 -78%
65 66
67
68 69