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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
976
Oxford Asset Management
United Kingdom
$1.65M +$1.82M +3,396 New
OTL
977
Oak Thistle LLC
New York
$1.63M -$371K -693 -17%
FFM
978
Forum Financial Management
Illinois
$1.62M +$129K +240 +8%
TAM
979
Tealwood Asset Management
Minnesota
$1.62M -$28.9K -54 -2%
GCM
980
Geneva Capital Management
Wisconsin
$1.62M +$289K +539 +19%
EWM
981
Evercore Wealth Management
New York
$1.6M – – –
UAS
982
United Asset Strategies
New York
$1.59M -$56.8K -106 -3%
CWMK
983
Caliber Wealth Management (Kansas)
Kansas
$1.57M -$95.3K -178 -5%
SWM
984
Silverlake Wealth Management
Vermont
$1.57M -$1.61K -3 -0.1%
DWT
985
Dorsey & Whitney Trust
South Dakota
$1.57M +$10.7K +20 +0.6%
WA
986
Wealth Alliance
New York
$1.54M -$1.07K -2 -0.1%
SWM
987
Spire Wealth Management
Virginia
$1.53M -$4.82M -9,008 -74%
CA
988
Commerzbank Aktiengesellschaft
Germany
$1.52M – – –
NAM
989
NorthCrest Asset Manangement
Minnesota
$1.52M +$48.7K +91 +3%
CC
990
Citrine Capital
California
$1.51M -$21.4K -40 -1%
RMCM
991
Reynders McVeigh Capital Management
Massachusetts
$1.51M +$2.14K +4 +0.1%
DAS
992
Diversify Advisory Services
Utah
$1.51M -$190K -354 -10%
GFP
993
Gryphon Financial Partners
Ohio
$1.49M +$347K +648 +27%
EFG
994
Everhart Financial Group
Ohio
$1.48M +$35.3K +66 +2%
MI
995
Motiv8 Investments
Florida
$1.48M +$297K +555 +22%
WF
996
WoodTrust Financial
Wisconsin
$1.47M – – –
PCM
997
Polymer Capital Management
New York
$1.47M +$1.61M +3,014 New
TCOO
998
Trust Company of Oklahoma
Oklahoma
$1.46M +$27.3K +51 +2%
TPW
999
Transatlantique Private Wealth
New York
$1.46M +$54.1K +101 +3%
CI
1000
Cigna Investments
Connecticut
$1.46M -$23.6K -44 -1%
38 39
40
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