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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMU
1776
AEGON Asset Management (UK)
United Kingdom
$222K +$207K +405 +1,306%
WIA
1777
Wetzel Investment Advisors
Indiana
$221K -$32.2K -63 -13%
SLWA
1778
San Luis Wealth Advisors
California
$221K -$2.04K -4 -0.9%
KSWWM
1779
Keyes Stange & Wooten Wealth Management
Florida
$221K -$2.56K -5 -1%
PIA
1780
Perennial Investment Advisors
California
$220K +$14.8K +29 +7%
SA
1781
Stewardship Advisors
Pennsylvania
$219K +$221K +432 New
FIM
1782
Freedom Investment Management
Connecticut
$219K -$22K -43 -9%
GA
1783
Greenspring Advisors
Maryland
$218K – – –
OFO
1784
OneAscent Family Office
Alabama
$216K +$217K +425 New
PWA
1785
Physician Wealth Advisors
Utah
$216K -$9.2K -18 -4%
VBCG
1786
Valley Brook Capital Group
Pennsylvania
$216K – – –
SL
1787
Sentinus LLC
Illinois
$215K +$216K +423 New
SIAG
1788
Safeguard Investment Advisory Group
California
$215K +$215K +421 New
DQRIM
1789
Dale Q Rice Investment Management
Washington
$214K +$216K +422 New
GWANC
1790
Guardian Wealth Advisors (North Carolina)
North Carolina
$214K +$3.58K +7 +2%
NCTC
1791
New Covenant Trust Company
Indiana
$214K -$8.18K -16 -4%
BPWM
1792
Badgley Phelps Wealth Managers
Washington
$213K +$214K +419 New
FAN
1793
Financial Advisors Network
California
$212K -$5.11K -10 -2%
MF
1794
Magnetar Financial
Illinois
$212K +$214K +418 New
FFA
1795
Florida Financial Advisors
Florida
$211K +$213K +416 New
TA
1796
Teramo Advisors
Florida
$210K +$212K +414 New
CIG
1797
Cairn Investment Group
Washington
$210K – – –
MCM
1798
Mitchell Capital Management
Kansas
$210K -$10.7K -21 -5%
MLL
1799
Moody Lynn & Lieberson
Massachusetts
$209K – – –
RPA
1800
Rock Point Advisors
Vermont
$208K -$7.66K -15 -4%
70 71
72
73 74