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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
1726
Virtus ETF Advisers
New York
$272K +$230K +465 +830%
LSL
1727
Legacy Solutions LLC
Pennsylvania
$272K +$6.43K +13 +3%
AA
1728
Armis Advisers
Georgia
$272K -$84.6K -171 -21%
KFS
1729
Keynote Financial Services
Connecticut
$272K -$24.7K -50 -9%
FP
1730
Financial Perspectives
Minnesota
$271K – – –
ANTB
1731
AMG National Trust Bank
Colorado
$271K -$27.2K -55 -10%
SFO
1732
Stokes Family Office
Louisiana
$270K +$255K +516 New
PCA
1733
Purkiss Capital Advisors
Connecticut
$269K -$200K -405 -44%
SLA
1734
Silver Lake Advisory
Utah
$269K +$495 +1 +0.2%
S
1735
Sunpointe
Missouri
$269K +$26.2K +53 +11%
ACA
1736
Arsenal Capital Advisors
Pennsylvania
$268K +$253K +512 New
EL
1737
EWA LLC
Pennsylvania
$267K -$52K -105 -17%
WA
1738
Waystone Advisors
Washington
$267K +$253K +511 New
LWM
1739
LeConte Wealth Management
Tennessee
$267K +$9.9K +20 +4%
EFSCE
1740
Enterprise Financial Services Corp (EFSC)
Missouri
$267K -$12.4K -25 -5%
BIA
1741
Bell Investment Advisors
California
$267K -$32.7K -66 -11%
WCM
1742
Wedge Capital Management
North Carolina
$267K -$5.94K -12 -2%
GF
1743
GGM Financials
Ohio
$267K +$495 +1 +0.2%
PPG
1744
Peak Planning Group
Colorado
$266K +$495 +1 +0.2%
TIA
1745
Traphagen Investment Advisors
New Jersey
$266K +$1.98K +4 +0.8%
EWS
1746
Eagle Wealth Strategies
New Jersey
$265K -$26.2K -53 -9%
BFA
1747
Bragg Financial Advisors
North Carolina
$265K -$6.93K -14 -3%
CFP
1748
Cascade Financial Partners
California
$265K – – –
TTWM
1749
TCV Trust & Wealth Management
Virginia
$265K – – –
CCA
1750
Catalyst Capital Advisors
New York
$264K +$35.1K +71 +16%
68 69
70
71 72