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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1776
Perennial Investment Advisors
California
$251K +$9.4K +19 +4%
HI
1777
Hendershot Investments
Virginia
$250K – – –
CP
1778
Canopy Partners
Ohio
$250K +$17.8K +36 +8%
WCFA
1779
Walkner Condon Financial Advisors
Wisconsin
$249K +$495 +1 +0.2%
RFW
1780
Rainier Family Wealth
Washington
$249K +$236K +476 New
RA
1781
Ruggaard & Associates
Ohio
$248K +$1.48K +3 +0.6%
RWP
1782
Revolve Wealth Partners
New Jersey
$248K -$11.9K -24 -5%
SCA
1783
Stokes Capital Advisors
South Carolina
$247K -$222K -448 -49%
CPBTD
1784
Central Pacific Bank - Trust Division
Hawaii
$247K -$2.47K -5 -1%
SL
1785
Sentinus LLC
Illinois
$247K -$9.9K -20 -4%
OIS
1786
OneAscent Investment Solutions
Alabama
$247K – – –
LFA
1787
LifeGuide Financial Advisors
Pennsylvania
$246K +$237K +480 New
SLWA
1788
San Luis Wealth Advisors
California
$246K – – –
IA
1789
IFC Advisors
California
$246K +$4.95K +10 +2%
OWP
1790
ORG Wealth Partners
Texas
$246K -$304K -615 -57%
SNBOSD
1791
Security National Bank of So Dak
Iowa
$244K -$3.46K -7 -1%
HIGP
1792
Hill Investment Group Partners
Missouri
$244K +$3.46K +7 +2%
TW
1793
TritonPoint Wealth
Maryland
$243K -$673K -1,360 -75%
TPF
1794
Tribridge Partners Financial
Maryland
$242K – – –
LTI
1795
Laffer Tengler Investments
Tennessee
$241K -$495 -1 -0.2%
SSG
1796
Summit Securities Group
New York
$241K -$37.6K -76 -14%
LI
1797
LVZ Inc
Michigan
$241K +$2.47K +5 +1%
UWP
1798
Uniting Wealth Partners
Kansas
$241K +$228K +461 New
CFA
1799
CWS Financial Advisors
Michigan
$240K +$228K +460 New
WF
1800
Wayfinding Financial
Washington
$240K -$25.7K -52 -10%
70 71
72
73 74