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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
1801
Courage Miller Partners
Virginia
$239K -$67.8K -137 -23%
PFM
1802
Patton Fund Management
Texas
$239K – – –
MWM
1803
Marion Wealth Management
Pennsylvania
$239K +$222K +448 New
JRPIM
1804
Journey Retirement Planning & Investment Management
Idaho
$239K +$226K +456 New
NPFS
1805
Novak & Powell Financial Services
Florida
$239K -$4.45K -9 -2%
DMBA
1806
Deseret Mutual Benefit Administrators
Utah
$238K – – –
MEG
1807
Millstone Evans Group
Colorado
$237K – – –
KWA
1808
Kondo Wealth Advisors
California
$237K +$495 +1 +0.2%
TFS
1809
Thoroughbred Financial Services
Tennessee
$237K – – –
UAG
1810
United Advisor Group
Ohio
$236K -$9.9K -20 -4%
SAI
1811
Systematic Alpha Investments
New Jersey
$236K – – –
CC
1812
Courier Capital
New York
$236K +$223K +451 New
MR
1813
Munich Reinsurance
$235K -$2.43M -4,913 -92%
EFMH
1814
E Fund Management (HK)
Hong Kong
$235K +$219K +443 +22,150%
APP
1815
Avantax Planning Partners
Iowa
$234K – – –
PCMNC
1816
Piedmont Capital Management (North Carolina)
North Carolina
$234K +$222K +448 New
CCG
1817
Catalina Capital Group
California
$234K -$6.93K -14 -3%
WC
1818
Wynn Capital
Georgia
$233K -$3.96K -8 -2%
NSG
1819
Nalls Sherbakoff Group
Tennessee
$233K -$14.8K -30 -6%
MNBTD
1820
Moody National Bank Trust Division
Texas
$232K – – –
GPI
1821
General Partner Inc
Pennsylvania
$232K – – –
BWM
1822
BCS Wealth Management
Tennessee
$231K +$219K +442 New
RAM
1823
Reflection Asset Management
South Carolina
$230K +$218K +441 New
FPW
1824
Flywheel Private Wealth
California
$230K – – –
VBCG
1825
Valley Brook Capital Group
Pennsylvania
$230K – – –
71 72
73
74 75