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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1726
Dana Investment Advisors
Wisconsin
$246K -$58.3K -114 -19%
SIMG
1727
Stephens Investment Management Group
Texas
$245K – – –
RA
1728
Ruggaard & Associates
Ohio
$244K +$2.56K +5 +1%
SPP
1729
Single Point Partners
Massachusetts
$243K +$8.69K +17 +4%
VFG
1730
Victory Financial Group
Texas
$243K +$244K +478 New
KWA
1731
Kondo Wealth Advisors
California
$241K +$1.53K +3 +0.6%
VCWM
1732
Vista Cima Wealth Management
Arizona
$241K -$9.71K -19 -4%
AWE
1733
Avidian Wealth Enterprises
Texas
$241K -$1.53K -3 -0.6%
SCM
1734
SCS Capital Management
Massachusetts
$240K +$242K +473 New
USWIA
1735
UP Strategic Wealth Investment Advisors
Pennsylvania
$240K +$242K +473 New
WB
1736
West Bancorporation
Iowa
$240K -$2.04K -4 -0.8%
DWM
1737
Darwin Wealth Management
Florida
$240K – – –
RWM
1738
RBA Wealth Management
California
$239K -$5.24M -10,247 -96%
OIS
1739
OneAscent Investment Solutions
Alabama
$239K +$240K +470 New
VVP
1740
Venture Visionary Partners
Ohio
$238K -$17.9K -35 -7%
SA
1741
SRN Advisors
Pennsylvania
$238K – – –
WAS
1742
Wealth Advisory Solutions
Indiana
$238K +$239K +468 New
YWM
1743
Yukon Wealth Management
Kansas
$237K +$238K +466 New
NPFS
1744
Novak & Powell Financial Services
Florida
$237K – – –
WC
1745
Wynn Capital
Georgia
$236K – – –
LSPW
1746
Lake Street Private Wealth
Illinois
$235K +$25.5K +50 +12%
GWA
1747
GGM Wealth Advisors
Maryland
$235K – – –
LTI
1748
Laffer Tengler Investments
Tennessee
$235K – – –
MEG
1749
Millstone Evans Group
Colorado
$234K – – –
DBRC
1750
D.B. Root & Company
Pennsylvania
$234K -$28.6K -56 -11%
68 69
70
71 72