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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
776
Fortress Wealth Management
California
$3.52M -$5.11K -10 -0.1%
TAM
777
Tocqueville Asset Management
New York
$3.51M -$69K -135 -2%
SAM
778
Silvercrest Asset Management
New York
$3.51M +$57.2K +112 +2%
QCG
779
Quadrant Capital Group
Ohio
$3.49M +$1.81M +3,535 +106%
AI
780
Aperture Investors
New York
$3.47M +$4.09K +8 +0.1%
WHAM
781
Windmill Hill Asset Management
United Kingdom
$3.46M – – –
VSQM
782
V-Square Quantitative Management
Illinois
$3.43M +$167K +327 +5%
CIM
783
Chapman Investment Management
California
$3.4M +$3.42M +6,687 New
MWM
784
Meridian Wealth Management
Kentucky
$3.39M -$17.9K -35 -0.5%
LJAC
785
L.J. Altfest & Co
New York
$3.36M -$54.7K -107 -2%
AUB
786
Atlantic Union Bankshares
Virginia
$3.35M -$68K -133 -2%
WSC
787
Wellington Shields & Co
New York
$3.35M -$204K -400 -6%
OC
788
Oppenheimer & Co
New York
$3.32M +$462K +905 +16%
APWM
789
Argonautica Private Wealth Management
Massachusetts
$3.32M +$3.1M +6,060 +1,278%
STA
790
Summit Trail Advisors
New York
$3.3M +$736K +1,440 +29%
KNW
791
Kesler Norman & Wride
Utah
$3.29M +$379K +741 +13%
A
792
Argentarii
Ohio
$3.28M +$603K +1,180 +22%
PWAM
793
Papamarkou Wellner Asset Management
New York
$3.26M -$13.8K -27 -0.4%
BCM
794
Bayesian Capital Management
New York
$3.26M +$3.28M +6,412 New
SFI
795
Susquehanna Fundamental Investments
Pennsylvania
$3.25M +$3.27M +6,400 New
BPA
796
Beacon Pointe Advisors
California
$3.23M -$605K -1,185 -16%
MADR
797
Milestones Administradora de Recursos
Brazil
$3.23M +$1.13M +2,210 +53%
CIAS
798
CFS Investment Advisory Services
New Jersey
$3.21M -$79.7K -156 -2%
FFA
799
Fragasso Financial Advisors
Pennsylvania
$3.18M -$2.54M -4,968 -44%
CAC
800
Certified Advisory Corp
Florida
$3.17M -$37.8K -74 -1%
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