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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1651
Carr Financial Group
Massachusetts
$267K +$8.82K +19 +3%
BCG
1652
Breakwater Capital Group
New Jersey
$266K -$1.86K -4 -0.6%
ANTB
1653
AMG National Trust Bank
Colorado
$266K +$50.1K +108 +21%
AI
1654
AXS Investments
New York
$265K -$41.8K -90 -13%
ACA
1655
Affinity Capital Advisors
California
$264K +$3.71K +8 +1%
SWM
1656
Stronghold Wealth Management
Florida
$264K +$4.64K +10 +2%
AWA
1657
AGH Wealth Advisors
Kansas
$263K -$3.25K -7 -1%
BFA
1658
Bragg Financial Advisors
North Carolina
$263K +$52K +112 +22%
CWA
1659
Canvas Wealth Advisors
Kansas
$262K +$3.25K +7 +1%
RIG
1660
RiverFront Investment Group
Virginia
$261K +$95.2K +205 +50%
ICP
1661
Impact Capital Partners
Colorado
$260K -$26.9K -58 -9%
PA
1662
Planning Alternatives
Michigan
$259K +$283K +610 New
S
1663
Storgate
Texas
$259K +$5.11K +11 +2%
1WA
1664
180 Wealth Advisors
Washington
$258K -$6.96K -15 -2%
MIP
1665
Marietta Investment Partners
Wisconsin
$258K +$17.6K +38 +7%
WLIM
1666
White Lighthouse Investment Management
Massachusetts
$255K -$6.04K -13 -2%
PAM
1667
Paradigm Asset Management
New York
$255K – – –
SCM
1668
Sunbeam Capital Management
Georgia
$255K -$2.32K -5 -0.8%
GC
1669
Grimes & Company
Massachusetts
$254K -$6.96K -15 -2%
V
1670
VeraBank
Texas
$254K – – –
CA
1671
COFG Advisors
Illinois
$253K +$7.89K +17 +3%
SCM
1672
Sone Capital Management
New York
$252K +$275K +593 New
CA
1673
Commerce Advisors
Tennessee
$252K +$275K +592 New
JMFC
1674
J.M. Forbes & Co
Massachusetts
$251K -$17.2K -37 -6%
KTC
1675
Kentucky Trust Company
Kentucky
$251K – – –
65 66
67
68 69