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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
1726
HBW Advisory Services
California
$247K +$6.64K +13 +3%
GWM
1727
Gitterman Wealth Management
New Jersey
$247K +$1.02K +2 +0.4%
DIA
1728
Dana Investment Advisors
Wisconsin
$246K -$58.3K -114 -19%
SIMG
1729
Stephens Investment Management Group
Texas
$245K – – –
RA
1730
Ruggaard & Associates
Ohio
$244K +$2.56K +5 +1%
SPP
1731
Single Point Partners
Massachusetts
$243K +$8.69K +17 +4%
VFG
1732
Victory Financial Group
Texas
$243K +$244K +478 New
KWA
1733
Kondo Wealth Advisors
California
$241K +$1.53K +3 +0.6%
VCWM
1734
Vista Cima Wealth Management
Arizona
$241K -$9.71K -19 -4%
AWE
1735
Avidian Wealth Enterprises
Texas
$241K -$1.53K -3 -0.6%
SCM
1736
SCS Capital Management
Massachusetts
$240K +$242K +473 New
USWIA
1737
UP Strategic Wealth Investment Advisors
Pennsylvania
$240K +$242K +473 New
WB
1738
West Bancorporation
Iowa
$240K -$2.04K -4 -0.8%
DWM
1739
Darwin Wealth Management
Florida
$240K – – –
RWM
1740
RBA Wealth Management
California
$239K -$5.24M -10,247 -96%
OIS
1741
OneAscent Investment Solutions
Alabama
$239K +$240K +470 New
VVP
1742
Venture Visionary Partners
Ohio
$238K -$17.9K -35 -7%
SA
1743
SRN Advisors
Pennsylvania
$238K – – –
WAS
1744
Wealth Advisory Solutions
Indiana
$238K +$239K +468 New
YWM
1745
Yukon Wealth Management
Kansas
$237K +$238K +466 New
NPFS
1746
Novak & Powell Financial Services
Florida
$237K – – –
WC
1747
Wynn Capital
Georgia
$236K – – –
LSPW
1748
Lake Street Private Wealth
Illinois
$235K +$25.5K +50 +12%
GWA
1749
GGM Wealth Advisors
Maryland
$235K – – –
LTI
1750
Laffer Tengler Investments
Tennessee
$235K – – –
68 69
70
71 72