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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
901
Pinnacle Associates
New York
$1.95M +$714K +1,408 +56%
NFG
902
Nations Financial Group
Iowa
$1.95M +$31.5K +62 +2%
CAM
903
Cozad Asset Management
Illinois
$1.95M +$2.54K +5 +0.1%
JF
904
Jump Financial
Illinois
$1.92M +$901K +1,776 +85%
LCWM
905
Legacy Capital Wealth Management
Texas
$1.92M +$1.96M +3,855 New
SWM
906
Silverlake Wealth Management
Vermont
$1.91M -$1.01K -2 -0.1%
CP
907
CenterBook Partners
Connecticut
$1.91M +$979K +1,930 +101%
QI
908
Qtron Investments
Massachusetts
$1.91M – – –
TAM
909
Trust Asset Management
Texas
$1.9M – – –
GIA
910
Guyasuta Investment Advisors
Pennsylvania
$1.9M +$8.12K +16 +0.4%
WP
911
WealthPLAN Partners
Nebraska
$1.9M -$483K -951 -20%
HPIA
912
Hamilton Point Investment Advisors
North Carolina
$1.9M +$4.06K +8 +0.2%
CIG
913
Cullen Investment Group
Louisiana
$1.9M +$33K +65 +2%
PTC
914
Private Trust Company
Ohio
$1.87M +$21.8K +43 +1%
JSSH
915
J. Safra Sarasin Holding
$1.86M +$1.07M +2,117 +130%
WHG
916
Westwood Holdings Group
Texas
$1.86M +$1.26M +2,488 +199%
AWMT
917
AAFMAA Wealth Management & Trust
North Carolina
$1.85M +$69.5K +137 +4%
WC
918
Waterloo Capital
Texas
$1.85M +$216K +425 +13%
AI
919
AXS Investments
New York
$1.85M +$60.4K +119 +3%
SIA
920
Schechter Investment Advisors
Michigan
$1.84M -$105K -206 -5%
TW
921
Transform Wealth
Colorado
$1.84M +$55.8K +110 +3%
SCM
922
Stevens Capital Management
Pennsylvania
$1.84M -$620K -1,222 -25%
SAM
923
Smartleaf Asset Management
Massachusetts
$1.83M +$275K +541 +17%
OWP
924
Obermeyer Wealth Partners
Colorado
$1.83M +$1.12M +2,202 +151%
MHC
925
Meyer Handelman Company
New York
$1.81M -$434K -855 -19%
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