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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
851
Evoke Wealth
California
$2.56M +$158K +316 +7%
JWM
852
JPL Wealth Management
Colorado
$2.56M +$23.5K +47 +1%
CCG
853
Cypress Capital Group
Florida
$2.55M +$15.5K +31 +0.6%
MIH
854
Meitav Investment House
Israel
$2.54M +$49.9K +100 +2%
NP
855
NorthRock Partners
Minnesota
$2.54M +$162K +325 +7%
CFCI
856
Comprehensive Financial Consultants Institutional
Indiana
$2.52M -$29.4K -59 -1%
EWM
857
Empirical Wealth Management
Washington
$2.51M +$236K +473 +11%
RT
858
Rockland Trust
Massachusetts
$2.51M -$209K -418 -8%
VFA
859
Valeo Financial Advisors
Indiana
$2.5M +$131K +263 +6%
EBT
860
Enterprise Bank & Trust
Massachusetts
$2.49M – – –
TNA
861
True North Advisors
Texas
$2.49M -$260K -521 -10%
CWM
862
Congress Wealth Management
Massachusetts
$2.48M -$331K -664 -12%
MGP
863
M&G plc
United Kingdom
$2.47M +$599K +1,201 +34%
ASBI
864
American State Bank (Iowa)
Iowa
$2.46M +$24K +48 +1%
RWP
865
Ridgecrest Wealth Partners
California
$2.46M -$238K -476 -9%
HA
866
Herold Advisors
New York
$2.45M -$355K -711 -13%
SIA
867
SkyView Investment Advisors
New Jersey
$2.45M -$18K -36 -0.8%
FMII
868
Farmers & Merchants Investments Inc
Nebraska
$2.45M +$2.21M +4,419 +1,973%
SBFM
869
S-Bank Fund Management
Finland
$2.45M -$771K -1,545 -25%
PI
870
Pettee Investors
Connecticut
$2.44M -$88.8K -178 -4%
AWS
871
Atria Wealth Solutions
New York
$2.44M -$3.16M -6,326 -58%
WA
872
Waverly Advisors
Alabama
$2.43M +$33.9K +68 +1%
IWA
873
Icon Wealth Advisors
Texas
$2.42M +$1.16M +2,320 +102%
MIA
874
MMBG Investment Advisors
Florida
$2.41M – – –
MWM
875
Mission Wealth Management
California
$2.41M +$12.5K +25 +0.5%
33 34
35
36 37