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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
1776
San Luis Wealth Advisors
California
$221K -$2.04K -4 -0.9%
KSWWM
1777
Keyes Stange & Wooten Wealth Management
Florida
$221K -$2.56K -5 -1%
PIA
1778
Perennial Investment Advisors
California
$220K +$14.8K +29 +7%
SA
1779
Stewardship Advisors
Pennsylvania
$219K +$221K +432 New
FIM
1780
Freedom Investment Management
Connecticut
$219K -$22K -43 -9%
GA
1781
Greenspring Advisors
Maryland
$218K – – –
OFO
1782
OneAscent Family Office
Alabama
$216K +$217K +425 New
PWA
1783
Physician Wealth Advisors
Utah
$216K -$9.2K -18 -4%
VBCG
1784
Valley Brook Capital Group
Pennsylvania
$216K – – –
SL
1785
Sentinus LLC
Illinois
$215K +$216K +423 New
SIAG
1786
Safeguard Investment Advisory Group
California
$215K +$215K +421 New
DQRIM
1787
Dale Q Rice Investment Management
Washington
$214K +$216K +422 New
GWANC
1788
Guardian Wealth Advisors (North Carolina)
North Carolina
$214K +$3.58K +7 +2%
NCTC
1789
New Covenant Trust Company
Indiana
$214K -$8.18K -16 -4%
BPWM
1790
Badgley Phelps Wealth Managers
Washington
$213K +$214K +419 New
FAN
1791
Financial Advisors Network
California
$212K -$5.11K -10 -2%
MF
1792
Magnetar Financial
Illinois
$212K +$214K +418 New
FFA
1793
Florida Financial Advisors
Florida
$211K +$213K +416 New
TA
1794
Teramo Advisors
Florida
$210K +$212K +414 New
CIG
1795
Cairn Investment Group
Washington
$210K – – –
MCM
1796
Mitchell Capital Management
Kansas
$210K -$10.7K -21 -5%
MLL
1797
Moody Lynn & Lieberson
Massachusetts
$209K – – –
RPA
1798
Rock Point Advisors
Vermont
$208K -$7.66K -15 -4%
IWP
1799
Innova Wealth Partners
Pennsylvania
$208K +$209K +409 New
BCP
1800
Blue Chip Partners
Michigan
$208K – – –
70 71
72
73 74