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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
1676
Portland Global Advisors
Maine
$259K +$998 +2 +0.4%
HAS
1677
HBW Advisory Services
California
$259K +$2.99K +6 +1%
DIM
1678
Delta Investment Management
California
$259K -$13.5K -27 -5%
RCP
1679
Rothschild Capital Partners
New York
$258K – – –
QL
1680
Quarry LP
New York
$258K -$57.4K -115 -19%
KFI
1681
Key Financial Inc
Pennsylvania
$257K – – –
HCM
1682
Hengehold Capital Management
Ohio
$256K – – –
CF
1683
Copperwynd Financial
Arizona
$255K +$14.5K +29 +6%
AWE
1684
Avidian Wealth Enterprises
Texas
$255K +$4.99K +10 +2%
SIMG
1685
Stephens Investment Management Group
Texas
$254K – – –
SP
1686
Saranac Partners
$253K -$211K -423 -47%
SNBOSD
1687
Security National Bank of So Dak
Iowa
$253K -$3.49K -7 -1%
ZIM
1688
Zacks Investment Management
Illinois
$253K -$79.9K -160 -25%
YWM
1689
Yukon Wealth Management
Kansas
$252K +$5.99K +12 +3%
SPP
1690
Single Point Partners
Massachusetts
$252K – – –
KWA
1691
Kondo Wealth Advisors
California
$252K +$499 +1 +0.2%
OCM
1692
One Capital Management
California
$252K +$238K +477 New
SAF
1693
Smith Anglin Financial
Texas
$251K -$6.49K -13 -3%
VCWM
1694
Vista Cima Wealth Management
Arizona
$250K +$499 +1 +0.2%
NSG
1695
Nalls Sherbakoff Group
Tennessee
$250K +$14K +28 +6%
UFF
1696
USA Financial Formulas
Michigan
$250K +$237K +475 New
OIS
1697
OneAscent Investment Solutions
Alabama
$249K +$1.5K +3 +0.6%
RA
1698
Ruggaard & Associates
Ohio
$249K -$3.99K -8 -2%
IWP
1699
Innova Wealth Partners
Pennsylvania
$247K +$29.9K +60 +15%
PB
1700
Pinnacle Bancorp
Nebraska
$247K -$36.4K -73 -13%
66 67
68
69 70