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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
951
Broadwater Capital
Massachusetts
$1.43M – – –
WANY
952
Wealthspire Advisors (New York)
New York
$1.43M +$1.2M +2,852 +431%
MG
953
Mather Group
Illinois
$1.43M +$25.8K +61 +2%
GCM
954
Geneva Capital Management
Wisconsin
$1.43M +$308K +730 +26%
VFA
955
Valeo Financial Advisors
Indiana
$1.42M -$149K -353 -9%
ERSOT
956
Employees Retirement System of Texas
Texas
$1.42M +$1.47M +3,484 New
BHCM
957
Brevan Howard Capital Management
Jersey
$1.41M +$1.21M +2,876 +492%
DAM
958
Deltec Asset Management
New York
$1.41M – – –
CCMG
959
Connecticut Capital Management Group
Connecticut
$1.4M -$422 -1 -0%
TAM
960
Trust Asset Management
Texas
$1.39M -$53.6K -127 -4%
LW
961
Linscomb Wealth
Texas
$1.38M +$225K +532 +19%
MA
962
Montag & Associates
Georgia
$1.37M -$42.2K -100 -3%
RWM
963
Rench Wealth Management
Texas
$1.37M +$76K +180 +6%
BT
964
Banque Transatlantique
France
$1.35M +$37.2K +88 +3%
LGA
965
Lebenthal Global Advisors
New York
$1.35M +$72.2K +171 +5%
AA
966
Ancora Advisors
Ohio
$1.35M +$555K +1,315 +66%
FFO
967
Fiduciary Family Office
Florida
$1.34M -$215K -509 -13%
MFWP
968
Mosaic Family Wealth Partners
Missouri
$1.34M +$1.39M +3,297 New
AT
969
American Trust
Kentucky
$1.34M -$148K -350 -10%
SG
970
StoneX Group
New York
$1.32M +$442K +1,047 +48%
FHA
971
Flagship Harbor Advisors
Massachusetts
$1.32M +$90K +213 +7%
SWM
972
Silverlake Wealth Management
Vermont
$1.31M – – –
SRA
973
Secured Retirement Advisors
Minnesota
$1.31M +$1.44M +3,399 New
DWP
974
Daymark Wealth Partners
Ohio
$1.3M +$35.5K +84 +3%
CWM
975
Calamos Wealth Management
Illinois
$1.3M -$8M -18,937 -86%
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