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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
1751
Walkner Condon Financial Advisors
Wisconsin
$234K +$19.4K +38 +9%
LSL
1752
Legacy Solutions LLC
Pennsylvania
$233K +$8.18K +16 +4%
MBT
1753
Montecito Bank & Trust
California
$232K -$20.4K -40 -8%
ATS
1754
Ashton Thomas Securities
New York
$232K – – –
LI
1755
LVZ Inc
Michigan
$232K – – –
CF
1756
Copperwynd Financial
Arizona
$231K -$7.15K -14 -3%
AWM
1757
Avior Wealth Management
Nebraska
$231K -$5.11K -10 -2%
HIGP
1758
Hill Investment Group Partners
Missouri
$231K -$36.3K -71 -13%
DMBA
1759
Deseret Mutual Benefit Administrators
Utah
$231K +$62.3K +122 +37%
IA
1760
IFC Advisors
California
$231K +$232K +455 New
HKIMG
1761
Hutchens & Kramer Investment Management Group
Indiana
$230K +$231K +453 New
SAI
1762
Systematic Alpha Investments
New Jersey
$230K – – –
TCM
1763
Tandem Capital Management
New Jersey
$228K -$4.09K -8 -2%
YDMI
1764
Y.D. More Investments
Israel
$227K +$28.1K +55 +14%
NSG
1765
Nalls Sherbakoff Group
Tennessee
$227K +$228K +447 New
PEA
1766
Park Edge Advisors
Ohio
$227K -$335K -656 -60%
LAM
1767
Longboard Asset Management
Arizona
$226K – – –
MNBTD
1768
Moody National Bank Trust Division
Texas
$226K – – –
SA
1769
Sovran Advisors
California
$225K +$249K +487 New
GPI
1770
General Partner Inc
Pennsylvania
$225K – – –
SMA
1771
Seven Mile Advisory
New Jersey
$225K +$226K +442 New
FPW
1772
Flywheel Private Wealth
California
$224K – – –
BFIM
1773
Beese Fulmer Investment Management
Ohio
$223K +$10.7K +21 +5%
AAMU
1774
AEGON Asset Management (UK)
United Kingdom
$222K +$207K +405 +1,306%
WIA
1775
Wetzel Investment Advisors
Indiana
$221K -$32.2K -63 -13%
69 70
71
72 73