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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
701
Stratos Wealth Partners
Ohio
$1.97M -$114K -320 -5%
FA
702
FDx Advisors
Illinois
$1.96M +$432K +1,208 +23%
SFA
703
Souders Financial Advisors
Ohio
$1.96M -$465K -1,301 -17%
OC
704
Oakmont Corp
California
$1.95M – – –
M
705
Mirova
France
$1.95M -$424K -1,186 -16%
LCM
706
Laurion Capital Management
New York
$1.93M +$2.26M +6,329 New
IB
707
Intrust Bank
Kansas
$1.93M +$41.9K +117 +2%
GH
708
GAM Holding
Switzerland
$1.93M -$4.29K -12 -0.2%
GKFF
709
George Kaiser Family Foundation
Oklahoma
$1.92M – – –
SAM
710
Silvercrest Asset Management
New York
$1.89M -$273K -764 -11%
GIA
711
Gladstone Institutional Advisory
Florida
$1.89M +$1.16M +3,236 +109%
CI
712
Ceera Investments
Texas
$1.88M -$26.8K -75 -1%
AG
713
Ascent Group
Virginia
$1.88M -$354K -990 -14%
SEC
714
Seven Eight Capital
New York
$1.87M +$2.19M +6,123 New
AI
715
Advent International
Massachusetts
$1.85M – – –
BPA
716
Beacon Pointe Advisors
California
$1.85M -$304K -849 -12%
IWS
717
Insight Wealth Strategies
California
$1.83M – – –
ROTUOC
718
Regents of the University of California
California
$1.83M – – –
MWA
719
Meridian Wealth Advisors
Texas
$1.83M -$527K -1,473 -20%
SF
720
Synovus Financial
Georgia
$1.83M +$122K +342 +6%
VC
721
Vestor Capital
Illinois
$1.83M +$2.14M +5,994 New
TPA
722
Trivium Point Advisory
Connecticut
$1.82M +$34K +95 +2%
CA
723
Clearstead Advisors
Ohio
$1.82M +$15.4K +43 +0.7%
TYCC
724
Texas Yale Capital Corp
Florida
$1.8M +$25K +70 +1%
FTDI
725
First Trust Direct Indexing
Massachusetts
$1.8M +$15.7K +44 +0.8%
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