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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
851
Lake Street Advisors Group
New Hampshire
$2M +$57.2K +132 +3%
IFU
852
iSAM Funds (UK)
United Kingdom
$2M +$2.04M +4,697 New
WCA
853
Waratah Capital Advisors
Ontario, Canada
$1.99M -$75K -173 -4%
LAIC
854
Lederer & Associates Investment Counsel
California
$1.99M -$44.2K -102 -2%
PAS
855
Point72 Asia (Singapore)
Singapore
$1.99M +$2.02M +4,668 New
DL
856
DOHJ LLC
Washington
$1.99M +$433 +1 +0%
SFA
857
Sequoia Financial Advisors
Ohio
$1.98M -$1.1M -2,534 -35%
ACM
858
Ashford Capital Management
Delaware
$1.98M -$32.1K -74 -2%
MA
859
Montag & Associates
Georgia
$1.97M -$345K -796 -15%
PWM
860
Perigon Wealth Management
California
$1.96M +$683K +1,575 +52%
ASBI
861
American State Bank (Iowa)
Iowa
$1.95M -$217K -501 -10%
MIA
862
MMBG Investment Advisors
Florida
$1.95M -$167K -385 -8%
RB
863
Rodgers Brothers
Pennsylvania
$1.94M – – –
PP
864
Paloma Partners
Connecticut
$1.93M +$1.97M +4,546 New
CWM
865
Chemistry Wealth Management
New York
$1.92M – – –
RIA
866
Regal Investment Advisors
Michigan
$1.92M +$61.1K +141 +3%
AI
867
AXS Investments
New York
$1.92M -$3.9K -9 -0.2%
GLR
868
Great Lakes Retirement
Ohio
$1.92M -$12.1K -28 -0.6%
WCM
869
Whitener Capital Management
North Carolina
$1.91M – – –
CCG
870
Chatham Capital Group
Georgia
$1.91M -$21.7K -50 -1%
PWS
871
Peloton Wealth Strategists
Indiana
$1.9M +$417K +963 +28%
NB
872
NBT Bank
New York
$1.89M -$130K -300 -6%
HWM
873
HB Wealth Management
Georgia
$1.87M +$55.5K +128 +3%
LWAM
874
Legacy Wealth Asset Management
Minnesota
$1.87M -$1.3K -3 -0.1%
FHA
875
Flagship Harbor Advisors
Massachusetts
$1.86M +$78K +180 +4%
33 34
35
36 37