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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
926
Belpointe Asset Management
Nevada
$1.56M -$799K -1,892 -33%
SRC
927
Sage Rhino Capital
California
$1.56M +$179K +424 +12%
HPIA
928
Hamilton Point Investment Advisors
North Carolina
$1.55M -$3.38K -8 -0.2%
FBT
929
First Bankers Trust
Kentucky
$1.54M +$138K +327 +9%
HS
930
HighVista Strategies
Massachusetts
$1.54M +$1.6M +3,782 New
AC
931
Annandale Capital
Texas
$1.54M – – –
CWM
932
Circle Wealth Management
New Jersey
$1.53M +$587K +1,391 +59%
PTC
933
Private Trust Company
Ohio
$1.51M -$82.8K -196 -5%
OCAI
934
O'Connor Alternative Investments
New York
$1.51M +$1.56M +3,700 New
MT
935
Midwest Trust
Kansas
$1.5M -$1.53M -3,620 -50%
PCA
936
Pallas Capital Advisors
Massachusetts
$1.5M -$875K -2,072 -36%
GIA
937
Guyasuta Investment Advisors
Pennsylvania
$1.49M -$44.8K -106 -3%
AF
938
Allworth Financial
California
$1.49M -$549K -1,301 -26%
SWM
939
Sandro Wealth Management
New Jersey
$1.49M +$56.6K +134 +4%
CWM
940
Compass Wealth Management
Connecticut
$1.48M +$1.54M +3,637 New
GRP
941
Global Retirement Partners
California
$1.48M +$1.54M +3,636 New
BAAM
942
Baker Avenue Asset Management
California
$1.48M +$12.7K +30 +0.8%
JCM
943
Jacobi Capital Management
Pennsylvania
$1.48M -$17.7K -42 -1%
EWM
944
Empirical Wealth Management
Washington
$1.47M -$27.9K -66 -2%
DFCM
945
Dark Forest Capital Management
Puerto Rico
$1.47M -$586K -1,388 -28%
GP
946
Greenline Partners
New York
$1.46M +$1.51M +3,583 New
SC
947
Syon Capital
California
$1.45M -$432K -1,023 -22%
NWMG
948
Nicholson Wealth Management Group
South Carolina
$1.44M -$10.1K -24 -0.7%
BC
949
Bridgefront Capital
Texas
$1.44M +$1.49M +3,529 New
NAM
950
NorthCrest Asset Manangement
Minnesota
$1.43M -$511K -1,209 -27%
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