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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
801
Mather Group
Illinois
$2.68M -$205K -415 -7%
HBT
802
Hills Bank & Trust
Iowa
$2.67M -$560K -1,132 -18%
RWP
803
Ridgecrest Wealth Partners
California
$2.66M -$990 -2 -0%
IA
804
IFP Advisors
Florida
$2.66M +$155K +313 +6%
GS
805
GTS Securities
Florida
$2.64M -$536K -1,084 -18%
PA
806
Profund Advisors
Maryland
$2.63M +$149K +301 +6%
HIP
807
Harrell Investment Partners
Texas
$2.62M +$55.9K +113 +2%
DEA
808
DoubleLine ETF Adviser
Florida
$2.6M -$168K -340 -6%
SFG
809
Snider Financial Group
Washington
$2.59M +$639K +1,292 +35%
VFM
810
Viking Fund Management
North Dakota
$2.58M – – –
DL
811
DOHJ LLC
Washington
$2.58M +$62.4K +126 +3%
LSAG
812
Lake Street Advisors Group
New Hampshire
$2.57M +$122K +247 +5%
RSWM
813
Robertson Stephens Wealth Management
California
$2.57M -$12.4K -25 -0.5%
SIA
814
SkyView Investment Advisors
New Jersey
$2.56M +$58.9K +119 +2%
SCM
815
Stevens Capital Management
Pennsylvania
$2.54M +$643K +1,299 +36%
AMM
816
American Money Management
California
$2.53M -$16.8K -34 -0.7%
QT
817
Quantbot Technologies
New York
$2.52M +$2.41M +4,877 New
CSPIA
818
Cary Street Partners Investment Advisory
Virginia
$2.51M -$120K -243 -5%
AI
819
Aperture Investors
New York
$2.5M -$1.73M -3,488 -42%
NP
820
NorthRock Partners
Minnesota
$2.49M +$641K +1,295 +37%
MC
821
Machina Capital
France
$2.47M -$1.07M -2,159 -31%
WP
822
WealthPLAN Partners
Nebraska
$2.46M -$1.42M -2,861 -38%
EBT
823
Enterprise Bank & Trust
Massachusetts
$2.46M – – –
HAG
824
HighPoint Advisor Group
Illinois
$2.45M -$307K -620 -12%
OIS
825
Okabena Investment Services
Minnesota
$2.44M +$94.5K +191 +4%
31 32
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