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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
926
Prosperity Consulting Group
Maryland
$1.6M -$16K -38 -1%
CFM
927
Catalyst Funds Management
Australia
$1.59M -$458K -1,085 -22%
LF
928
LifePlan Financial
Minnesota
$1.58M +$257K +608 +19%
OC
929
Oppenheimer & Co
New York
$1.58M -$636K -1,506 -28%
BAM
930
Belpointe Asset Management
Nevada
$1.56M -$799K -1,892 -33%
SRC
931
Sage Rhino Capital
California
$1.56M +$179K +424 +12%
HPIA
932
Hamilton Point Investment Advisors
North Carolina
$1.55M -$3.38K -8 -0.2%
FBT
933
First Bankers Trust
Kentucky
$1.54M +$138K +327 +9%
HS
934
HighVista Strategies
Massachusetts
$1.54M +$1.6M +3,782 New
AC
935
Annandale Capital
Texas
$1.54M – – –
CWM
936
Circle Wealth Management
New Jersey
$1.53M +$587K +1,391 +59%
PTC
937
Private Trust Company
Ohio
$1.51M -$82.8K -196 -5%
OCAI
938
O'Connor Alternative Investments
New York
$1.51M +$1.56M +3,700 New
MT
939
Midwest Trust
Kansas
$1.5M -$1.53M -3,620 -50%
PCA
940
Pallas Capital Advisors
Massachusetts
$1.5M -$875K -2,072 -36%
GIA
941
Guyasuta Investment Advisors
Pennsylvania
$1.49M -$44.8K -106 -3%
AF
942
Allworth Financial
California
$1.49M -$549K -1,301 -26%
SWM
943
Sandro Wealth Management
New Jersey
$1.49M +$56.6K +134 +4%
CWM
944
Compass Wealth Management
Connecticut
$1.48M +$1.54M +3,637 New
GRP
945
Global Retirement Partners
California
$1.48M +$1.54M +3,636 New
BAAM
946
Baker Avenue Asset Management
California
$1.48M +$12.7K +30 +0.8%
JCM
947
Jacobi Capital Management
Pennsylvania
$1.48M -$17.7K -42 -1%
EWM
948
Empirical Wealth Management
Washington
$1.47M -$27.9K -66 -2%
DFCM
949
Dark Forest Capital Management
Puerto Rico
$1.47M -$586K -1,388 -28%
GP
950
Greenline Partners
New York
$1.46M +$1.51M +3,583 New
36 37
38
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