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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
876
Congress Asset Management
Massachusetts
$2M -$61.9K -125 -3%
FBT
877
First Bank & Trust
South Dakota
$2M +$35.1K +71 +2%
NFG
878
Nations Financial Group
Iowa
$1.99M +$227K +458 +13%
WWM
879
Western Wealth Management
Colorado
$1.99M +$65.8K +133 +4%
SWM
880
Silverlake Wealth Management
Vermont
$1.99M – – –
BRWA
881
B. Riley Wealth Advisors
Florida
$1.98M -$210K -425 -10%
QI
882
Qtron Investments
Massachusetts
$1.98M +$545K +1,102 +40%
TAM
883
Trust Asset Management
Texas
$1.98M – – –
MWM
884
Mission Wealth Management
California
$1.97M +$39.1K +79 +2%
GIA
885
Guyasuta Investment Advisors
Pennsylvania
$1.97M -$82.2K -166 -4%
HPIA
886
Hamilton Point Investment Advisors
North Carolina
$1.96M – – –
FHA
887
Flagship Harbor Advisors
Massachusetts
$1.96M -$201K -407 -10%
EWM
888
Evercore Wealth Management
New York
$1.95M – – –
MYIA
889
Mount Yale Investment Advisors
Colorado
$1.93M -$86.6K -175 -4%
CIG
890
Cullen Investment Group
Louisiana
$1.93M +$38.6K +78 +2%
CIC
891
Chilton Investment Company
Connecticut
$1.93M -$21.8K -44 -1%
PTC
892
Private Trust Company
Ohio
$1.92M -$18.8K -38 -1%
SFA
893
Souders Financial Advisors
Ohio
$1.91M +$47.5K +96 +3%
MGP
894
M&G plc
United Kingdom
$1.89M -$18.1M -36,500 -91%
A
895
AlphaQuest
New York
$1.89M -$717K -1,448 -28%
AC
896
AXQ Capital
New Jersey
$1.86M +$1.78M +3,599 New
AI
897
AXS Investments
New York
$1.86M -$434K -876 -20%
BTW
898
Boston Trust Walden
Massachusetts
$1.85M +$20.3K +41 +1%
AWMT
899
AAFMAA Wealth Management & Trust
North Carolina
$1.85M -$44.5K -90 -2%
TW
900
Transform Wealth
Colorado
$1.85M – – –
34 35
36
37 38