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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
1701
Walkner Condon Financial Advisors
Wisconsin
$232K +$6.43K +12 +3%
NSG
1702
Nalls Sherbakoff Group
Tennessee
$231K – – –
SNBOSD
1703
Security National Bank of So Dak
Iowa
$231K -$3.21K -6 -1%
OIS
1704
OneAscent Investment Solutions
Alabama
$230K -$535 -1 -0.2%
RA
1705
Ruggaard & Associates
Ohio
$230K – – –
UAG
1706
United Advisor Group
Ohio
$230K +$253K +472 New
SLWA
1707
San Luis Wealth Advisors
California
$229K +$19.3K +36 +8%
LAM
1708
Longboard Asset Management
Arizona
$228K +$251K +469 New
PB
1709
Pinnacle Bancorp
Nebraska
$227K -$1.07K -2 -0.4%
PIA
1710
Pinion Investment Advisors
Kansas
$227K -$257K -480 -51%
NPFS
1711
Novak & Powell Financial Services
Florida
$227K – – –
LTI
1712
Laffer Tengler Investments
Tennessee
$225K +$535 +1 +0.2%
AI
1713
AXS Investments
New York
$225K -$134K -250 -35%
DWM
1714
Darwin Wealth Management
Florida
$225K +$11.8K +22 +5%
S
1715
Sunpointe
Missouri
$224K +$1.61K +3 +0.7%
CCG
1716
Catalina Capital Group
California
$224K +$3.75K +7 +2%
PIA
1717
Perennial Investment Advisors
California
$224K +$9.1K +17 +4%
HIGP
1718
Hill Investment Group Partners
Missouri
$224K – – –
IA
1719
IFC Advisors
California
$224K +$2.68K +5 +1%
WIM
1720
Warwick Investment Management
Texas
$224K +$8.57K +16 +4%
PWA
1721
Physician Wealth Advisors
Utah
$223K +$2.68K +5 +1%
PFM
1722
Patton Fund Management
Texas
$223K – – –
LI
1723
LVZ Inc
Michigan
$222K – – –
GWANC
1724
Guardian Wealth Advisors (North Carolina)
North Carolina
$221K +$22K +41 +10%
DMBA
1725
Deseret Mutual Benefit Administrators
Utah
$221K – – –
67 68
69
70 71