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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
701
Montag & Associates
Georgia
$2.44M -$189K -538 -7%
AWS
702
Atria Wealth Solutions
New York
$2.41M +$38.7K +110 +2%
FWM
703
Fortress Wealth Management
California
$2.39M – – –
DSC
704
Duncker Streett & Co
Missouri
$2.38M – – –
WJWM
705
Williams Jones Wealth Management
New York
$2.37M -$5.28K -15 -0.2%
CWA
706
CM Wealth Advisors
Ohio
$2.35M +$2.43M +6,907 New
AAS
707
Avantax Advisory Services
Texas
$2.35M +$536K +1,522 +29%
HBT
708
Hills Bank & Trust
Iowa
$2.3M – – –
HA
709
Herold Advisors
New York
$2.3M -$264K -750 -10%
CCG
710
Cypress Capital Group
Florida
$2.27M -$242K -689 -9%
JWCA
711
J.W. Coons Advisors
Ohio
$2.26M – – –
BS
712
Bessemer Securities
New York
$2.26M -$168K -478 -7%
SIA
713
Sit Investment Associates
Minnesota
$2.23M +$2.25M +6,395 +9,992%
DIM
714
Delta Investment Management
California
$2.22M -$58.4K -166 -3%
OC
715
Oakmont Corp
California
$2.2M – – –
SWP
716
Stratos Wealth Partners
Ohio
$2.19M -$86.6K -246 -4%
GH
717
GAM Holding
Switzerland
$2.19M +$22.5K +64 +1%
CA
718
Cetera Advisors
Colorado
$2.18M +$67.2K +191 +3%
TMAM
719
Tokio Marine Asset Management
Japan
$2.18M +$288K +817 +15%
CS
720
Cannell & Spears
New York
$2.17M -$45.8K -130 -2%
WHAM
721
Windmill Hill Asset Management
United Kingdom
$2.17M – – –
GKFF
722
George Kaiser Family Foundation
Oklahoma
$2.17M – – –
IB
723
Intrust Bank
Kansas
$2.16M +$61.9K +176 +3%
SICM
724
Sustainable Insight Capital Management
New York
$2.16M +$533K +1,514 +32%
CI
725
Ceera Investments
Texas
$2.13M – – –
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29
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