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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1701
Invenio Wealth Partners
Florida
$246K -$58.9K -118 -20%
WB
1702
West Bancorporation
Iowa
$246K -$2.99K -6 -1%
AIA
1703
AssuredPartners Investment Advisors
Florida
$246K -$506K -1,013 -68%
NPFS
1704
Novak & Powell Financial Services
Florida
$245K – – –
WCFA
1705
Walkner Condon Financial Advisors
Wisconsin
$245K +$2K +4 +0.9%
LTI
1706
Laffer Tengler Investments
Tennessee
$244K – – –
HIGP
1707
Hill Investment Group Partners
Missouri
$243K +$2.5K +5 +1%
PFM
1708
Patton Fund Management
Texas
$241K +$229K +458 New
PPC
1709
Park Place Capital
Alabama
$241K -$55.4K -111 -20%
S
1710
Sunpointe
Missouri
$241K -$28.9K -58 -11%
LI
1711
LVZ Inc
Michigan
$240K – – –
DMBA
1712
Deseret Mutual Benefit Administrators
Utah
$240K – – –
IA
1713
IFC Advisors
California
$240K – – –
MEG
1714
Millstone Evans Group
Colorado
$240K -$3.49K -7 -2%
CCG
1715
Catalina Capital Group
California
$239K -$80.8K -162 -26%
WC
1716
Wynn Capital
Georgia
$239K -$4.99K -10 -2%
LWM
1717
LeConte Wealth Management
Tennessee
$239K +$227K +454 New
PWA
1718
Physician Wealth Advisors
Utah
$239K +$14K +28 +7%
SAI
1719
Systematic Alpha Investments
New Jersey
$238K – – –
PAS
1720
Parsonex Advisory Services
Colorado
$237K +$225K +450 New
VCM
1721
Virtue Capital Management
Tennessee
$237K -$250K -501 -53%
MME
1722
Meag Munich Ergo
Germany
$235K -$486K -974 -69%
VVP
1723
Venture Visionary Partners
Ohio
$235K -$11.5K -23 -5%
SCM
1724
SCS Capital Management
Massachusetts
$235K -$14K -28 -6%
MNBTD
1725
Moody National Bank Trust Division
Texas
$234K – – –
67 68
69
70 71