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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1701
Kestra Investment Management
Texas
$241K -$345K -743 -57%
QC
1702
Quantessence Capital
New York
$241K +$263K +566 New
DWM
1703
Darwin Wealth Management
Florida
$240K +$31.1K +67 +13%
PUI
1704
Purpose Unlimited Inc
$239K -$5.11K -11 -2%
FCM
1705
Fourpath Capital Management
Oklahoma
$239K -$31.6K -68 -11%
GKWIM
1706
Gerber Kawasaki Wealth & Investment Management
California
$238K -$7.89K -17 -3%
DT
1707
DV Trading
Illinois
$238K +$260K +560 New
SP
1708
Symmetry Partners
Connecticut
$238K +$260K +559 New
OFO
1709
OneAscent Family Office
Alabama
$238K -$5.11K -11 -2%
SQA
1710
Simon Quick Advisors
New Jersey
$237K -$49.2K -106 -16%
EL
1711
EWA LLC
Pennsylvania
$236K +$20.9K +45 +9%
BOJHT
1712
Bank of Jackson Hole Trust
Wyoming
$236K +$9.29K +20 +4%
WIM
1713
Warwick Investment Management
Texas
$236K +$33K +71 +15%
WHCI
1714
W.H. Cornerstone Investments
Massachusetts
$236K +$464 +1 +0.2%
AWM
1715
Aviso Wealth Management
Washington
$236K -$6.96K -15 -3%
FCBT
1716
First Citizens Bank & Trust
North Carolina
$235K -$19K -41 -7%
FA
1717
Financial Alternatives
California
$233K – – –
TCOT
1718
Trust Company of Toledo
Ohio
$233K +$12.5K +27 +5%
CAM
1719
Claret Asset Management
Quebec, Canada
$233K – – –
PSP
1720
Principal Street Partners
Tennessee
$233K -$27.4K -59 -10%
PWM
1721
Partners Wealth Management
California
$232K +$8.82K +19 +4%
CP
1722
Canopy Partners
Ohio
$232K +$31.1K +67 +14%
SDWMA
1723
Schneider Downs Wealth Management Advisors
Pennsylvania
$231K -$929 -2 -0.4%
LWA
1724
Legacy Wealth Advisors
Florida
$231K +$252K +542 New
RA
1725
RFG Advisory
Alabama
$230K +$66.4K +143 +36%
67 68
69
70 71