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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
1726
Moody National Bank Trust Division
Texas
$234K – – –
PIA
1727
Perennial Investment Advisors
California
$234K +$5.49K +11 +3%
GPI
1728
General Partner Inc
Pennsylvania
$234K – – –
WIM
1729
Warwick Investment Management
Texas
$234K -$32.9K -66 -13%
ATS
1730
Ashton Thomas Securities
New York
$233K -$7.49K -15 -3%
TCM
1731
Tandem Capital Management
New Jersey
$233K -$3.49K -7 -2%
DWM
1732
Dakota Wealth Management
Florida
$232K +$220K +440 New
FPW
1733
Flywheel Private Wealth
California
$232K – – –
FIM
1734
Freedom Investment Management
Connecticut
$232K +$3.99K +8 +2%
DWM
1735
Darwin Wealth Management
Florida
$232K -$21K -42 -9%
AGC
1736
Aspen Grove Capital
Colorado
$231K +$219K +439 New
PFA
1737
Pure Financial Advisors
California
$231K +$219K +439 New
BFIM
1738
Beese Fulmer Investment Management
Ohio
$231K -$499 -1 -0.2%
SA
1739
Stewardship Advisors
Pennsylvania
$231K +$2.99K +6 +1%
SL
1740
Sentinus LLC
Illinois
$230K +$6.99K +14 +3%
MLL
1741
Moody Lynn & Lieberson
Massachusetts
$230K +$12K +24 +6%
SLWA
1742
San Luis Wealth Advisors
California
$229K – – –
LSPW
1743
Lake Street Private Wealth
Illinois
$229K -$14.5K -29 -6%
FI
1744
Financial Insights
Washington
$229K +$217K +434 New
TC
1745
TFR Capital
Texas
$229K +$217K +434 New
CT
1746
Clearstead Trust
Maine
$226K +$155K +310 +263%
VBCG
1747
Valley Brook Capital Group
Pennsylvania
$224K – – –
FWM
1748
FFT Wealth Management
Pennsylvania
$224K – – –
AL
1749
Aspiriant LLC
California
$223K -$32.4K -65 -13%
HPA
1750
High Probability Advisors
New York
$221K +$209K +419 New
68 69
70
71 72