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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EBT
876
Enterprise Bank & Trust
Massachusetts
$2.4M -$14.8K -29 -0.6%
TE
877
Tema ETFs
New York
$2.37M +$1.41M +2,755 +144%
ASBI
878
American State Bank (Iowa)
Iowa
$2.35M +$22.5K +44 +1%
CWP
879
Cyndeo Wealth Partners
Florida
$2.35M -$723K -1,414 -23%
IWC
880
Integrated Wealth Concepts
Massachusetts
$2.34M +$141K +275 +6%
MIA
881
MMBG Investment Advisors
Florida
$2.32M – – –
CWM
882
Cordatus Wealth Management
Pennsylvania
$2.31M -$37.8K -74 -2%
CCG
883
Chatham Capital Group
Georgia
$2.31M +$76.1K +149 +3%
MWM
884
Mission Wealth Management
California
$2.31M +$97.6K +191 +4%
EW
885
Evoke Wealth
California
$2.31M +$85.8K +168 +4%
WA
886
Waverly Advisors
Alabama
$2.31M +$139K +272 +6%
BOSSRA
887
B.O.S.S. Retirement Advisors
Utah
$2.31M -$162K -317 -7%
WWM
888
Western Wealth Management
Colorado
$2.31M +$237K +463 +11%
FFA
889
Farther Finance Advisors
California
$2.3M +$110K +216 +5%
KJHP
890
K.J. Harrison & Partners
Ontario, Canada
$2.3M – – –
EMCIP
891
Ewing Morris & Co Investment Partners
Ontario, Canada
$2.29M -$102K -200 -6%
NP
892
NorthRock Partners
Minnesota
$2.28M – – –
VFA
893
Valeo Financial Advisors
Indiana
$2.27M +$14.8K +29 +0.7%
WCM
894
Whitener Capital Management
North Carolina
$2.26M – – –
PWS
895
Peloton Wealth Strategists
Indiana
$2.24M +$64.9K +127 +3%
PA
896
Profund Advisors
Maryland
$2.23M -$138K -270 -6%
GLR
897
Great Lakes Retirement
Ohio
$2.23M -$17.9K -35 -0.8%
FTWA
898
Fifth Third Wealth Advisors
Ohio
$2.23M +$96.1K +188 +4%
WPC
899
Wedmont Private Capital
Pennsylvania
$2.21M +$122K +239 +5%
AIM
900
Anchor Investment Management
South Carolina
$2.21M -$121K -237 -5%
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