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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
1651
Breakwater Capital Group
New Jersey
$266K -$1.86K -4 -0.6%
ANTB
1652
AMG National Trust Bank
Colorado
$266K +$50.1K +108 +21%
AI
1653
AXS Investments
New York
$265K -$41.8K -90 -13%
ACA
1654
Affinity Capital Advisors
California
$264K +$3.71K +8 +1%
SWM
1655
Stronghold Wealth Management
Florida
$264K +$4.64K +10 +2%
AWA
1656
AGH Wealth Advisors
Kansas
$263K -$3.25K -7 -1%
BFA
1657
Bragg Financial Advisors
North Carolina
$263K +$52K +112 +22%
CWA
1658
Canvas Wealth Advisors
Kansas
$262K +$3.25K +7 +1%
RIG
1659
RiverFront Investment Group
Virginia
$261K +$95.2K +205 +50%
ICP
1660
Impact Capital Partners
Colorado
$260K -$26.9K -58 -9%
PA
1661
Planning Alternatives
Michigan
$259K +$283K +610 New
S
1662
Storgate
Texas
$259K +$5.11K +11 +2%
1WA
1663
180 Wealth Advisors
Washington
$258K -$6.96K -15 -2%
MIP
1664
Marietta Investment Partners
Wisconsin
$258K +$17.6K +38 +7%
WLIM
1665
White Lighthouse Investment Management
Massachusetts
$255K -$6.04K -13 -2%
PAM
1666
Paradigm Asset Management
New York
$255K – – –
SCM
1667
Sunbeam Capital Management
Georgia
$255K -$2.32K -5 -0.8%
GC
1668
Grimes & Company
Massachusetts
$254K -$6.96K -15 -2%
V
1669
VeraBank
Texas
$254K – – –
CA
1670
COFG Advisors
Illinois
$253K +$7.89K +17 +3%
SCM
1671
Sone Capital Management
New York
$252K +$275K +593 New
CA
1672
Commerce Advisors
Tennessee
$252K +$275K +592 New
JMFC
1673
J.M. Forbes & Co
Massachusetts
$251K -$17.2K -37 -6%
KTC
1674
Kentucky Trust Company
Kentucky
$251K – – –
TA
1675
TrueWealth Advisors
Alabama
$250K -$393K -847 -59%
65 66
67
68 69