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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
1751
Millstone Evans Group
Colorado
$234K – – –
DBRC
1752
D.B. Root & Company
Pennsylvania
$234K -$28.6K -56 -11%
WCFA
1753
Walkner Condon Financial Advisors
Wisconsin
$234K +$19.4K +38 +9%
LSL
1754
Legacy Solutions LLC
Pennsylvania
$233K +$8.18K +16 +4%
MBT
1755
Montecito Bank & Trust
California
$232K -$20.4K -40 -8%
ATS
1756
Ashton Thomas Securities
New York
$232K – – –
LI
1757
LVZ Inc
Michigan
$232K – – –
CF
1758
Copperwynd Financial
Arizona
$231K -$7.15K -14 -3%
AWM
1759
Avior Wealth Management
Nebraska
$231K -$5.11K -10 -2%
HIGP
1760
Hill Investment Group Partners
Missouri
$231K -$36.3K -71 -13%
DMBA
1761
Deseret Mutual Benefit Administrators
Utah
$231K +$62.3K +122 +37%
IA
1762
IFC Advisors
California
$231K +$232K +455 New
HKIMG
1763
Hutchens & Kramer Investment Management Group
Indiana
$230K +$231K +453 New
SAI
1764
Systematic Alpha Investments
New Jersey
$230K – – –
TCM
1765
Tandem Capital Management
New Jersey
$228K -$4.09K -8 -2%
YDMI
1766
Y.D. More Investments
Israel
$227K +$28.1K +55 +14%
NSG
1767
Nalls Sherbakoff Group
Tennessee
$227K +$228K +447 New
PEA
1768
Park Edge Advisors
Ohio
$227K -$335K -656 -60%
LAM
1769
Longboard Asset Management
Arizona
$226K – – –
MNBTD
1770
Moody National Bank Trust Division
Texas
$226K – – –
SA
1771
Sovran Advisors
California
$225K +$249K +487 New
GPI
1772
General Partner Inc
Pennsylvania
$225K – – –
SMA
1773
Seven Mile Advisory
New Jersey
$225K +$226K +442 New
FPW
1774
Flywheel Private Wealth
California
$224K – – –
BFIM
1775
Beese Fulmer Investment Management
Ohio
$223K +$10.7K +21 +5%
69 70
71
72 73