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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
1751
Bank of Jackson Hole Trust
Wyoming
$212K +$174K +325 +295%
PE
1752
Point72 Europe
United Kingdom
$211K -$29.2M -54,466 -99%
CCA
1753
Catalyst Capital Advisors
New York
$211K -$253K -473 -52%
WB
1754
West Bancorporation
Iowa
$211K -$17.1K -32 -7%
BW
1755
BIP Wealth
Georgia
$210K +$231K +431 New
MBT
1756
Montecito Bank & Trust
California
$210K +$231K +431 New
GA
1757
Greenspring Advisors
Maryland
$209K +$230K +430 New
LSPW
1758
Lake Street Private Wealth
Illinois
$208K -$3.21K -6 -1%
OC
1759
Oarsman Capital
Wisconsin
$207K +$228K +426 New
TCBWMS
1760
Texas Capital Bank Wealth Management Services
Texas
$207K +$228K +426 New
TWM
1761
Tanager Wealth Management
United Kingdom
$207K +$228K +425 New
TC
1762
TFR Capital
Texas
$206K -$5.36K -10 -2%
IWM
1763
Integris Wealth Management
California
$205K +$11.8K +22 +6%
OFW
1764
Omnia Family Wealth
Florida
$205K +$7.5K +14 +3%
HPA
1765
High Probability Advisors
New York
$204K – – –
FAN
1766
Financial Advisors Network
California
$203K – – –
MWA
1767
Motive Wealth Advisors
Michigan
$202K +$2.68K +5 +1%
KFA
1768
Kapstone Financial Advisors
Ohio
$202K +$223K +416 New
ML
1769
McAdam LLC
Pennsylvania
$202K +$222K +414 New
TA
1770
Teramo Advisors
Florida
$201K – – –
AGP
1771
Aspire Growth Partners
Florida
$201K +$1.61K +3 +0.7%
CIG
1772
Cairn Investment Group
Washington
$201K – – –
WAS
1773
Wealth Advisory Solutions
Indiana
$201K – – –
RCM
1774
Requisite Capital Management
Texas
$201K +$221K +412 New
WA
1775
Westfuller Advisors
New York
$200K +$220K +411 New
69 70
71
72 73