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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
1751
Moody Lynn & Lieberson
Massachusetts
$212K -$535 -1 -0.2%
BOJHT
1752
Bank of Jackson Hole Trust
Wyoming
$212K +$174K +325 +295%
PE
1753
Point72 Europe
United Kingdom
$211K -$29.2M -54,466 -99%
CCA
1754
Catalyst Capital Advisors
New York
$211K -$253K -473 -52%
WB
1755
West Bancorporation
Iowa
$211K -$17.1K -32 -7%
BW
1756
BIP Wealth
Georgia
$210K +$231K +431 New
MBT
1757
Montecito Bank & Trust
California
$210K +$231K +431 New
GA
1758
Greenspring Advisors
Maryland
$209K +$230K +430 New
LSPW
1759
Lake Street Private Wealth
Illinois
$208K -$3.21K -6 -1%
OC
1760
Oarsman Capital
Wisconsin
$207K +$228K +426 New
TCBWMS
1761
Texas Capital Bank Wealth Management Services
Texas
$207K +$228K +426 New
TWM
1762
Tanager Wealth Management
United Kingdom
$207K +$228K +425 New
TC
1763
TFR Capital
Texas
$206K -$5.36K -10 -2%
IWM
1764
Integris Wealth Management
California
$205K +$11.8K +22 +6%
OFW
1765
Omnia Family Wealth
Florida
$205K +$7.5K +14 +3%
HPA
1766
High Probability Advisors
New York
$204K – – –
FAN
1767
Financial Advisors Network
California
$203K – – –
MWA
1768
Motive Wealth Advisors
Michigan
$202K +$2.68K +5 +1%
KFA
1769
Kapstone Financial Advisors
Ohio
$202K +$223K +416 New
ML
1770
McAdam LLC
Pennsylvania
$202K +$222K +414 New
TA
1771
Teramo Advisors
Florida
$201K – – –
AGP
1772
Aspire Growth Partners
Florida
$201K +$1.61K +3 +0.7%
CIG
1773
Cairn Investment Group
Washington
$201K – – –
WAS
1774
Wealth Advisory Solutions
Indiana
$201K – – –
RCM
1775
Requisite Capital Management
Texas
$201K +$221K +412 New
69 70
71
72 73