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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
776
Integrated Wealth Concepts
Massachusetts
$3.42M +$91K +170 +2%
OAM
777
Ostrum Asset Management
France
$3.41M -$1.14M -2,125 -23%
VPI
778
Value Partners Investments
Manitoba, Canada
$3.41M – – –
OIA
779
OneDigital Investment Advisors
Kansas
$3.39M -$193K -360 -5%
BPA
780
Beacon Pointe Advisors
California
$3.39M -$145K -271 -4%
MWM
781
Meridian Wealth Management
Kentucky
$3.38M +$79.2K +148 +2%
FWM
782
Fortress Wealth Management
California
$3.38M +$1.07K +2 +0%
CS
783
Cannell & Spears
New York
$3.37M +$9.64K +18 +0.3%
TAM
784
Tocqueville Asset Management
New York
$3.37M -$8.03K -15 -0.2%
AG
785
Ascent Group
Virginia
$3.33M -$1.18M -2,207 -24%
WP
786
WealthShield Partners
North Carolina
$3.24M +$829K +1,548 +30%
ECM
787
Everence Capital Management
Indiana
$3.2M – – –
VT
788
Vise Technologies
New York
$3.19M +$388K +724 +12%
LJAC
789
L.J. Altfest & Co
New York
$3.19M +$25.2K +47 +0.7%
BG
790
BDF Gestion
France
$3.19M -$730K -1,363 -17%
LT
791
Lindsell Train
United Kingdom
$3.16M +$321K +600 +10%
TIM
792
Tikehau Investment Management
France
$3.16M -$165K -308 -5%
SIA
793
Soltis Investment Advisors
Utah
$3.16M +$130K +243 +4%
PWAM
794
Papamarkou Wellner Asset Management
New York
$3.15M -$13.4K -25 -0.4%
WM
795
Whitford Management
New York
$3.1M -$1.1M -2,061 -24%
FAM
796
Fulcrum Asset Management
United Kingdom
$3.1M -$95.3K -178 -3%
MADR
797
Milestones Administradora de Recursos
Brazil
$3.09M – – –
HT
798
Headlands Technologies
Illinois
$3.07M +$3.33M +6,226 +6,918%
APWM
799
Argonautica Private Wealth Management
Massachusetts
$3.07M -$28.4K -53 -0.8%
RCA
800
Resonant Capital Advisors
Wisconsin
$3.07M +$46.6K +87 +1%
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