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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWS
876
Maxwell Wealth Strategies
California
$2.1M -$17.8K -35 -0.8%
FTWA
877
Fifth Third Wealth Advisors
Ohio
$2.09M +$121K +238 +6%
MC
878
Machina Capital
France
$2.08M -$304K -599 -13%
BAM
879
Belpointe Asset Management
Nevada
$2.08M -$4.57K -9 -0.2%
QWM
880
Quadcap Wealth Management
Texas
$2.08M +$1.52K +3 +0.1%
LAIC
881
Lederer & Associates Investment Counsel
California
$2.08M -$67.5K -133 -3%
MADR
882
Milestones Administradora de Recursos
Brazil
$2.06M +$921K +1,815 +78%
MA
883
Montag & Associates
Georgia
$2.06M -$175K -344 -8%
APGDR
884
Absoluto Partners Gestao de Recursos
Brazil
$2.06M -$582K -1,148 -22%
LSA
885
Leonteq Securities AG
Switzerland
$2.06M +$473K +933 +29%
KI
886
Keystone Investors
Singapore
$2.06M +$2.09M +4,127 New
PCM
887
Parsons Capital Management
Rhode Island
$2.04M -$4.57K -9 -0.2%
EM
888
Excalibur Management
Massachusetts
$2.03M – – –
WWM
889
Western Wealth Management
Colorado
$2.03M +$112K +220 +6%
AW
890
Alaethes Wealth
Nevada
$2.03M +$2.07M +4,074 New
QC
891
Quantessence Capital
New York
$2.03M +$2.06M +4,068 New
PI
892
PFG Investments
New York
$2.01M -$10.1K -20 -0.5%
SW
893
Solidarity Wealth
Utah
$2.01M -$50.7K -100 -2%
FBT
894
First Bank & Trust
South Dakota
$2M +$76.1K +150 +4%
NW
895
NewEdge Wealth
Pennsylvania
$1.99M -$19.8K -39 -1%
AWM
896
Avitas Wealth Management
California
$1.99M -$13.7K -27 -0.7%
MAM
897
Madison Asset Management
Wisconsin
$1.98M +$19.8K +39 +1%
MIA
898
Madison Investment Advisors
Wisconsin
$1.98M +$2.02M +3,976 New
ACA
899
Aptus Capital Advisors
Alabama
$1.97M +$375K +739 +23%
FHA
900
Flagship Harbor Advisors
Massachusetts
$1.96M +$72.6K +143 +4%
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