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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
951
Allworth Financial
California
$2.02M +$643K +1,299 +51%
LWL
952
Leo Wealth LLC
Texas
$2.01M +$1.4M +2,832 +279%
EH
953
Equitable Holdings
New York
$2.01M +$24.7K +50 +1%
FAMI
954
Fideuram Asset Management (Ireland)
$2M +$1.87M +3,785 New
QWM
955
Quadcap Wealth Management
Texas
$1.99M -$59.4K -120 -3%
HPIA
956
Hamilton Point Investment Advisors
North Carolina
$1.99M – – –
EFG
957
Everhart Financial Group
Ohio
$1.99M +$371K +750 +25%
CS
958
CapitalatWork SA
$1.99M – – –
GIA
959
Guyasuta Investment Advisors
Pennsylvania
$1.97M -$4.45K -9 -0.2%
ECM
960
Everence Capital Management
Indiana
$1.95M -$1.41M -2,850 -43%
KC
961
Kepler Cheuvreux
$1.95M -$7.92M -16,007 -81%
SAI
962
Savvy Advisors Inc
New York
$1.94M +$687K +1,389 +60%
AWP
963
Abacus Wealth Partners
California
$1.92M +$1.82M +3,682 New
AIC
964
Argus Investors Counsel
New York
$1.92M -$593K -1,199 -25%
AT
965
American Trust
Kentucky
$1.91M -$36.1K -73 -2%
WBC
966
Westpac Banking Corp
Australia
$1.89M -$52.4K -106 -3%
LFS
967
Lighthouse Financial Services
California
$1.86M +$1.76M +3,566 New
TAM
968
Trust Asset Management
Texas
$1.85M -$66.8K -135 -4%
BC
969
Broadwater Capital
Massachusetts
$1.84M – – –
MSFS
970
Main Street Financial Solutions
Pennsylvania
$1.83M +$7.92K +16 +0.5%
NWMG
971
Nicholson Wealth Management Group
South Carolina
$1.82M +$30.2K +61 +2%
BCM
972
Barden Capital Management
Texas
$1.81M +$2.47K +5 +0.1%
MA
973
Montag & Associates
Georgia
$1.81M -$188K -379 -10%
JCM
974
Jacobi Capital Management
Pennsylvania
$1.8M -$7.42K -15 -0.4%
DS
975
DRW Securities
Illinois
$1.8M -$693K -1,400 -29%
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