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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
901
Belpointe Asset Management
Nevada
$1.73M +$3.47K +8 +0.2%
PTC
902
Private Trust Company
Ohio
$1.73M +$11.3K +26 +0.6%
EM
903
Excalibur Management
Massachusetts
$1.71M +$10.8K +25 +0.6%
MAS
904
Meeder Advisory Services
Ohio
$1.71M +$88K +203 +5%
OM
905
OV Management
Minnesota
$1.7M – – –
MYIA
906
Mount Yale Investment Advisors
Colorado
$1.7M -$113K -261 -6%
CAM
907
Cozad Asset Management
Illinois
$1.7M -$387K -893 -18%
LCM
908
Landscape Capital Management
New Jersey
$1.69M +$1.72M +3,971 New
BRWA
909
B. Riley Wealth Advisors
Florida
$1.69M +$114K +264 +6%
WP
910
WealthShield Partners
North Carolina
$1.68M -$30.8K -71 -2%
GFS
911
GYL Financial Synergies
Connecticut
$1.67M +$43.8K +101 +3%
DPL
912
Danica Pension Livsforsikrings
$1.65M +$1.68M +3,887 New
MWM
913
Mattern Wealth Management
Kansas
$1.64M +$153K +352 +10%
IEFM
914
IQ EQ Fund Management
Ireland
$1.64M – – –
SC
915
Skylands Capital
Wisconsin
$1.63M -$21.7K -50 -1%
TAM
916
Trust Asset Management
Texas
$1.63M – – –
FBT
917
First Bank & Trust
South Dakota
$1.62M +$10.8K +25 +0.7%
CFGS
918
Concourse Financial Group Securities
Alabama
$1.62M +$167K +386 +11%
HPIA
919
Hamilton Point Investment Advisors
North Carolina
$1.62M – – –
EWM
920
Evercore Wealth Management
New York
$1.61M -$58.5K -135 -3%
BEI
921
Benjamin Edwards Inc
Missouri
$1.61M +$78.5K +181 +5%
VFA
922
Valeo Financial Advisors
Indiana
$1.6M -$7.37K -17 -0.4%
AT
923
Arden Trust
Delaware
$1.6M -$65K -150 -4%
SWPG
924
Strategic Wealth Partners Group
Illinois
$1.58M +$18.2K +42 +1%
CFG
925
Citizens Financial Group
Rhode Island
$1.58M +$234K +539 +17%
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37
38 39