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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IW
926
IronOak Wealth
Texas
$1.99M +$1.88M +3,769 New
OWP
927
Obermeyer Wealth Partners
Colorado
$1.99M +$30.4K +61 +2%
ECM
928
Evergreen Capital Management
Washington
$1.97M +$405K +811 +28%
AT
929
American Trust
Kentucky
$1.97M +$363K +727 +24%
WBC
930
Westpac Banking Corp
Australia
$1.96M – – –
PTP
931
Platform Technology Partners
New York
$1.95M +$49.9K +100 +3%
TAM
932
Trust Asset Management
Texas
$1.93M – – –
EH
933
Equitable Holdings
New York
$1.9M +$149K +298 +9%
DAS
934
Diversify Advisory Services
Utah
$1.9M +$1.26M +2,521 +288%
BWM
935
BKM Wealth Management
Wisconsin
$1.9M -$86.8K -174 -5%
AA
936
ABC Arbitrage
France
$1.89M +$1.79M +3,592 New
CFG
937
Citizens Financial Group
Rhode Island
$1.87M +$272K +545 +18%
VA
938
VestGen Advisors
Illinois
$1.87M -$140K -281 -7%
GKIM
939
GW&K Investment Management
Massachusetts
$1.86M -$735K -1,472 -29%
BC
940
Broadwater Capital
Massachusetts
$1.86M – – –
MA
941
Montag & Associates
Georgia
$1.85M -$243K -487 -12%
BPAMU
942
BTG Pactual Asset Management US
New York
$1.83M +$1.73M +3,476 New
AWA
943
Aaron Wealth Advisors
Illinois
$1.83M +$21K +42 +1%
BCM
944
Barden Capital Management
Texas
$1.82M -$43.9K -88 -2%
BTW
945
Boston Trust Walden
Massachusetts
$1.8M +$131K +263 +8%
CWMK
946
Caliber Wealth Management (Kansas)
Kansas
$1.8M +$11K +22 +0.7%
TE
947
Tema ETFs
New York
$1.79M -$631K -1,264 -27%
FWP
948
Forefront Wealth Partners
Texas
$1.79M +$855K +1,713 +96%
TAM
949
Tealwood Asset Management
Minnesota
$1.79M -$48.4K -97 -3%
UAS
950
United Asset Strategies
New York
$1.78M +$16K +32 +1%
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