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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
826
Blue Fin Capital
Rhode Island
$1.75M +$30.1K +74 +2%
BAM
827
Belpointe Asset Management
Nevada
$1.75M +$77.4K +190 +5%
NAG
828
Northstar Advisory Group
New Jersey
$1.74M -$2.11M -5,184 -55%
AWM
829
Apollon Wealth Management
South Carolina
$1.74M +$407 +1 +0%
EMG
830
ETF Managers Group
New Jersey
$1.71M +$1.66M +4,076 New
LPARFS
831
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.71M -$2.11M -5,170 -55%
RWA
832
River Wealth Advisors
Pennsylvania
$1.7M -$14.3K -35 -0.8%
WIS
833
Wright Investors Service
Connecticut
$1.7M -$3.26K -8 -0.2%
CIC
834
Cutler Investment Counsel
Oregon
$1.69M – – –
VFA
835
Voya Financial Advisors
Connecticut
$1.69M +$1.64M +4,037 New
BPGAM
836
BTG Pactual Global Asset Management
Bermuda
$1.69M -$780K -1,914 -32%
ATC
837
Argent Trust Co
Tennessee
$1.69M -$882K -2,166 -34%
LFS
838
Legacy Financial Strategies
Kansas
$1.68M +$74.9K +184 +5%
BSW
839
Buckingham Strategic Wealth
Missouri
$1.68M +$85.5K +210 +5%
IC
840
Inverness Counsel
New York
$1.66M +$820K +2,013 +99%
NPA
841
Nichols & Pratt Advisers
Massachusetts
$1.66M – – –
BIM
842
Baldwin Investment Management
Pennsylvania
$1.66M +$792K +1,945 +93%
WC
843
Woodstock Corp
Massachusetts
$1.65M -$74.9K -184 -4%
EM
844
Excalibur Management
Massachusetts
$1.64M – – –
CAN
845
Cetera Advisor Networks
California
$1.63M +$60.3K +148 +4%
SFSG
846
Sound Financial Strategies Group
Mississippi
$1.63M +$1.04M +2,553 +181%
ICM
847
IMS Capital Management
Oregon
$1.62M +$40.7K +100 +3%
HIP
848
Harrell Investment Partners
Texas
$1.6M +$1.59M +3,910 New
SAM
849
Sabadell Asset Management
Spain
$1.59M -$2.99M -7,339 -66%
EWM
850
Evercore Wealth Management
New York
$1.59M +$225K +553 +17%
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