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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1651
Carr Financial Group
Massachusetts
$281K -$97.1K -190 -26%
OPCM
1652
Osborne Partners Capital Management
California
$281K -$87.9K -172 -24%
NWAG
1653
Net Worth Advisory Group
Utah
$281K -$11.2K -22 -4%
WF
1654
Wayfinding Financial
Washington
$280K -$26.6K -52 -9%
VEA
1655
Virtus ETF Advisers
New York
$279K -$926K -1,812 -77%
IWN
1656
Independent Wealth Network
Iowa
$279K -$2.56K -5 -0.9%
GKFF
1657
George Kaiser Family Foundation
Oklahoma
$279K +$281K +549 New
PGCM
1658
Prescott Group Capital Management
Oklahoma
$279K +$281K +549 New
FA
1659
Financial Alternatives
California
$278K -$51.1K -100 -15%
WI
1660
WrapManager Inc
California
$278K -$5.11K -10 -2%
PSP
1661
Principal Street Partners
Tennessee
$278K -$11.2K -22 -4%
AA
1662
Armis Advisers
Georgia
$278K +$284K +555 New
PB
1663
Pinnacle Bancorp
Nebraska
$275K +$24K +47 +9%
EL
1664
EWA LLC
Pennsylvania
$275K +$25K +49 +10%
MIM
1665
Meridiem Investment Management
United Kingdom
$274K – – –
OAM
1666
Occidental Asset Management
California
$274K +$276K +540 New
ACA
1667
Affinity Capital Advisors
California
$273K – – –
CWG
1668
Cornerstone Wealth Group
North Carolina
$271K -$99.6K -195 -27%
EW
1669
Elyxium Wealth
California
$270K +$272K +532 New
PCMC
1670
Paragon Capital Management (Colorado)
Colorado
$270K +$272K +532 New
SIM
1671
Stratos Investment Management
Ohio
$270K +$45.5K +89 +20%
SLA
1672
Silver Lake Advisory
Utah
$270K +$511 +1 +0.2%
CPBTD
1673
Central Pacific Bank - Trust Division
Hawaii
$270K -$950K -1,860 -78%
RCG
1674
Ruane, Cunniff & Goldfarb
New York
$270K – – –
CFP
1675
Cascade Financial Partners
California
$269K -$27.1K -53 -9%
65 66
67
68 69