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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
951
Principal Securities
Iowa
$1.8M – – –
BC
952
Broadwater Capital
Massachusetts
$1.79M – – –
HIA
953
Harbor Investment Advisory
Maryland
$1.78M +$732K +1,432 +69%
TAM
954
Tealwood Asset Management
Minnesota
$1.77M -$20.9K -41 -1%
MGP
955
M&G plc
United Kingdom
$1.77M -$62.8K -123 -3%
AWA
956
Arkadios Wealth Advisors
Georgia
$1.76M +$693K +1,357 +65%
AWA
957
Aaron Wealth Advisors
Illinois
$1.74M +$107K +209 +6%
RWB
958
RMR Wealth Builders
New Jersey
$1.74M +$189K +369 +12%
LA
959
LVW Advisors
New York
$1.74M +$120K +235 +7%
AG
960
Algert Global
California
$1.74M +$123K +240 +8%
RMDI
961
R.M. Davis Inc
Maine
$1.74M -$6.13K -12 -0.3%
DWT
962
Dorsey & Whitney Trust
South Dakota
$1.72M -$103K -202 -6%
CWMK
963
Caliber Wealth Management (Kansas)
Kansas
$1.72M +$1.73M +3,382 New
CGA
964
Channing Global Advisors
Florida
$1.72M +$5.11K +10 +0.3%
SF
965
Synovus Financial
Georgia
$1.71M -$3.46M -6,765 -67%
UAS
966
United Asset Strategies
New York
$1.7M +$73.1K +143 +4%
AWMT
967
AAFMAA Wealth Management & Trust
North Carolina
$1.68M -$212K -415 -11%
EH
968
Equitable Holdings
New York
$1.68M +$267K +522 +19%
CGL
969
Clarius Group LLC
Washington
$1.68M +$444K +869 +36%
BIG
970
Brooklyn Investment Group
New York
$1.68M +$384K +751 +29%
EWM
971
Evercore Wealth Management
New York
$1.67M -$166K -325 -9%
WA
972
Wealth Alliance
New York
$1.66M -$24.5K -48 -1%
AAIM
973
Asset Advisors Investment Management
Georgia
$1.66M +$1.67M +3,266 New
MHC
974
Meyer Handelman Company
New York
$1.65M -$192K -375 -10%
HFA
975
Harbert Fund Advisors
Alabama
$1.65M – – –
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