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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
826
Belpointe Asset Management
Nevada
$1.75M +$77.4K +190 +5%
NAG
827
Northstar Advisory Group
New Jersey
$1.74M -$2.11M -5,184 -55%
AWM
828
Apollon Wealth Management
South Carolina
$1.74M +$407 +1 +0%
EMG
829
ETF Managers Group
New Jersey
$1.71M +$1.66M +4,076 New
LPARFS
830
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.71M -$2.11M -5,170 -55%
RWA
831
River Wealth Advisors
Pennsylvania
$1.7M -$14.3K -35 -0.8%
WIS
832
Wright Investors Service
Connecticut
$1.7M -$3.26K -8 -0.2%
CIC
833
Cutler Investment Counsel
Oregon
$1.69M – – –
VFA
834
Voya Financial Advisors
Connecticut
$1.69M +$1.64M +4,037 New
BPGAM
835
BTG Pactual Global Asset Management
Bermuda
$1.69M -$780K -1,914 -32%
ATC
836
Argent Trust Co
Tennessee
$1.69M -$882K -2,166 -34%
LFS
837
Legacy Financial Strategies
Kansas
$1.68M +$74.9K +184 +5%
BSW
838
Buckingham Strategic Wealth
Missouri
$1.68M +$85.5K +210 +5%
IC
839
Inverness Counsel
New York
$1.66M +$820K +2,013 +99%
NPA
840
Nichols & Pratt Advisers
Massachusetts
$1.66M – – –
BIM
841
Baldwin Investment Management
Pennsylvania
$1.66M +$792K +1,945 +93%
WC
842
Woodstock Corp
Massachusetts
$1.65M -$74.9K -184 -4%
EM
843
Excalibur Management
Massachusetts
$1.64M – – –
CAN
844
Cetera Advisor Networks
California
$1.63M +$60.3K +148 +4%
SFSG
845
Sound Financial Strategies Group
Mississippi
$1.63M +$1.04M +2,553 +181%
ICM
846
IMS Capital Management
Oregon
$1.62M +$40.7K +100 +3%
HIP
847
Harrell Investment Partners
Texas
$1.6M +$1.59M +3,910 New
SAM
848
Sabadell Asset Management
Spain
$1.59M -$2.99M -7,339 -66%
EWM
849
Evercore Wealth Management
New York
$1.59M +$225K +553 +17%
AWM
850
Avitas Wealth Management
California
$1.58M +$1.57M +3,852 New
32 33
34
35 36