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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NRS
601
Neville Rodie & Shaw
New York
$3.94M -$35.2K -100 -0.9%
BCM
602
BTC Capital Management
Iowa
$3.93M +$78.5K +223 +2%
LCM
603
Laurion Capital Management
New York
$3.91M -$1.42M -4,023 -26%
MWM
604
Madison Wealth Management
Ohio
$3.9M -$19.7K -56 -0.5%
IAA
605
Independent Advisor Alliance
North Carolina
$3.88M -$67.9K -193 -2%
HA
606
Harbor Advisors
Florida
$3.79M – – –
PA
607
PFG Advisors
Arizona
$3.78M -$63.3K -180 -2%
UF
608
Univest Financial
Pennsylvania
$3.76M -$182K -517 -5%
ATPW
609
Ashton Thomas Private Wealth
Arizona
$3.75M +$290K +825 +8%
SF
610
Synovus Financial
Georgia
$3.74M +$584K +1,658 +18%
ECM
611
Everence Capital Management
Indiana
$3.73M – – –
LGF
612
LGT Group Foundation
Liechtenstein
$3.71M +$148K +420 +4%
CAM
613
Cozad Asset Management
Illinois
$3.71M +$313K +889 +9%
KAS
614
Kestra Advisory Services
Texas
$3.66M -$5.16M -14,656 -58%
RWP
615
Ridgecrest Wealth Partners
California
$3.64M – – –
NO
616
Ninety One
South Africa
$3.62M -$210K -596 -5%
HLCM
617
Hickory Lane Capital Management
New York
$3.62M +$176K +500 +5%
CTA
618
Chesley Taft & Associates
Illinois
$3.58M +$514K +1,460 +16%
GIA
619
GHP Investment Advisors
Colorado
$3.58M +$66.5K +189 +2%
BPA
620
Beacon Pointe Advisors
California
$3.58M +$600K +1,704 +20%
VIM
621
Vinva Investment Management
Australia
$3.57M +$3.68M +10,455 New
NMIMC
622
Northwestern Mutual Investment Management Company
Wisconsin
$3.57M -$31.3K -89 -0.9%
PFO
623
Pathstone Family Office
New Jersey
$3.5M -$2.81M -7,988 -44%
DI
624
Diligent Investors
California
$3.5M – – –
ASN
625
Advisory Services Network
Georgia
$3.49M -$17.9K -51 -0.5%
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