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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
876
Transatlantique Private Wealth
New York
$1.05M +$194K +590 +23%
HT
877
Heritage Trust
Oklahoma
$1.05M -$13.5K -41 -1%
GCM
878
Greenland Capital Management
New York
$1.04M +$1.03M +3,119 New
RVPG
879
Relative Value Partners Group
$1.04M -$52.1K -158 -5%
SC
880
Sepio Capital
Utah
$1.04M -$4.94K -15 -0.5%
SFA
881
Sequoia Financial Advisors
Ohio
$1.04M +$481K +1,460 +89%
MA
882
Mezzasalma Advisors
New Jersey
$1.04M – – –
CIC
883
Chilton Investment Company
Connecticut
$1.03M +$81.7K +248 +9%
ECM
884
Exchange Capital Management
Michigan
$1.02M +$18.1K +55 +2%
FHA
885
Flagship Harbor Advisors
Massachusetts
$1.02M +$67.6K +205 +7%
MFG
886
Monumental Financial Group
Maryland
$1M +$989K +2,999 New
SIA
887
Schechter Investment Advisors
Michigan
$1M -$22.7K -69 -2%
CCA
888
Checchi Capital Advisers
California
$1M -$16.8K -51 -2%
OC
889
Oppenheimer & Co
New York
$998K -$52.7K -160 -5%
SIM
890
Sentry Investment Management
Wisconsin
$991K +$137K +417 +16%
BJL
891
Brighton Jones LLC
Washington
$982K -$147K -446 -13%
GAG
892
GM Advisory Group
New York
$972K – – –
FBT
893
First Bank & Trust
South Dakota
$970K +$107K +326 +13%
CIM
894
Caldwell Investment Management
Ontario, Canada
$966K – – –
MAM
895
Madison Asset Management
Wisconsin
$964K -$574K -1,740 -38%
MFGM
896
Marshall Financial Group (Maryland)
Maryland
$962K -$120K -364 -11%
BFA
897
Beaumont Financial Advisors
Massachusetts
$955K -$56.4K -171 -6%
MSFS
898
Main Street Financial Solutions
Pennsylvania
$955K +$326K +989 +53%
WA
899
Wealth Alliance
New York
$949K +$192K +582 +26%
AF
900
Advisornet Financial
Minnesota
$946K +$50.4K +153 +6%
34 35
36
37 38