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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
1751
Financial Advisors Network
California
$220K – – –
SA
1752
SRN Advisors
Pennsylvania
$220K -$25K -50 -11%
HC
1753
Hamilton Capital
Ohio
$220K +$8.98K +18 +5%
APGDR
1754
Absoluto Partners Gestao de Recursos
Brazil
$220K -$1.28M -2,558 -86%
BBA
1755
Braun-Bostich & Associates
Pennsylvania
$220K -$36.9K -74 -15%
BCP
1756
Blue Chip Partners
Michigan
$220K +$3.99K +8 +2%
GWANC
1757
Guardian Wealth Advisors (North Carolina)
North Carolina
$218K -$3.49K -7 -2%
TA
1758
Teramo Advisors
Florida
$218K – – –
CIG
1759
Cairn Investment Group
Washington
$218K – – –
NCTC
1760
New Covenant Trust Company
Indiana
$217K -$2.5K -5 -1%
WAS
1761
Wealth Advisory Solutions
Indiana
$217K -$27.9K -56 -12%
AGP
1762
Aspire Growth Partners
Florida
$217K -$51.9K -104 -20%
BPWM
1763
Badgley Phelps Wealth Managers
Washington
$217K -$3.99K -8 -2%
MWA
1764
Motive Wealth Advisors
Michigan
$217K +$205K +411 New
WIA
1765
Wetzel Investment Advisors
Indiana
$216K -$12.5K -25 -6%
RPA
1766
Rock Point Advisors
Vermont
$216K – – –
ILI
1767
Invesco LLC (Illinois)
Illinois
$216K +$205K +410 New
MCM
1768
Mitchell Capital Management
Kansas
$216K -$499 -1 -0.2%
PA
1769
PFW Advisors
Georgia
$215K – – –
OFW
1770
Omnia Family Wealth
Florida
$215K +$203K +407 New
OFO
1771
OneAscent Family Office
Alabama
$214K -$9.98K -20 -5%
MSAM
1772
Moloney Securities Asset Management
Missouri
$214K +$4.99K +10 +3%
FCG
1773
Fielder Capital Group
Tennessee
$212K +$201K +402 New
BWA
1774
Brave Warrior Advisors
New York
$211K – – –
AAS
1775
Ameritas Advisory Services
Nebraska
$211K -$298K -598 -60%
69 70
71
72 73