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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
651
Karani Asset Management
New York
$6.55M +$2.47M +5,002 +66%
SAM
652
Stansberry Asset Management
Texas
$6.54M -$4.98M -10,056 -45%
ALMGDA
653
AG2R La Mondiale Gestion d'Actifs
France
$6.51M +$363K +733 +6%
PMWMG
654
Parr McKnight Wealth Management Group
Minnesota
$6.51M +$219K +443 +4%
CWG
655
Cornerstone Wealth Group
North Carolina
$6.49M +$5.86M +11,842 +2,052%
CTA
656
Chesley Taft & Associates
Illinois
$6.44M +$257K +520 +4%
AIP
657
Ameritas Investment Partners
Nebraska
$6.33M -$356K -720 -6%
GL
658
GHE LLC
Tennessee
$6.26M +$297K +600 +5%
CM
659
Columbus Macro
Pennsylvania
$6.25M +$63.8K +129 +1%
SHFA
660
SS&H Financial Advisors
Michigan
$6.21M – – –
TAM
661
Tocqueville Asset Management
New York
$6.19M +$2.44M +4,937 +71%
FCH
662
Freestone Capital Holdings
Washington
$6.18M +$64.8K +131 +1%
SB
663
SIG Brokerage
New York
$6.18M +$560K +1,131 +11%
ASN
664
Advisory Services Network
Georgia
$6.13M +$155K +314 +3%
MWA
665
Meridian Wealth Advisors
Texas
$6.12M -$196K -397 -3%
FISPB
666
Fideuram - Intesa Sanpaolo Private Banking
$6.05M +$5.73M +11,584 New
KWM
667
Kingsview Wealth Management
Oregon
$6.05M -$10.4K -21 -0.2%
SWP
668
Stratos Wealth Partners
Ohio
$6.05M +$60.4K +122 +1%
KIA
669
KCM Investment Advisors
California
$6M -$359K -725 -6%
ACM
670
Advisors Capital Management
New Jersey
$5.99M +$4.75M +9,592 +513%
PIM
671
Plato Investment Management
Australia
$5.97M +$268K +541 +5%
NRS
672
Neville Rodie & Shaw
New York
$5.96M – – –
PAG
673
Private Advisor Group
New Jersey
$5.94M +$413K +834 +8%
SF
674
Summit Financial
New Jersey
$5.92M -$192K -388 -3%
MC
675
Mount Capital
United Kingdom
$5.86M – – –
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