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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
976
Lighthouse Financial Services
California
$1.61M +$98.9K +213 +6%
AC
977
Annandale Capital
Texas
$1.61M +$1.75M +3,777 New
GIA
978
Guyasuta Investment Advisors
Pennsylvania
$1.61M -$929 -2 -0.1%
HKAM
979
Horizon Kinetics Asset Management
New York
$1.6M -$245K -528 -12%
FIA
980
Foundations Investment Advisors
Arizona
$1.6M -$117K -252 -6%
IHL
981
Investment House LLC
California
$1.59M +$1.73M +3,735 New
BWM
982
BKM Wealth Management
Wisconsin
$1.57M +$444K +956 +35%
EWM
983
Empirical Wealth Management
Washington
$1.56M -$735K -1,584 -30%
JCM
984
Jacobi Capital Management
Pennsylvania
$1.56M +$103K +222 +6%
WBC
985
Westpac Banking Corp
Australia
$1.55M +$14.4K +31 +0.9%
AT
986
American Trust
Kentucky
$1.55M -$8.82K -19 -0.5%
ACM
987
Ayrshire Capital Management
Connecticut
$1.55M +$1.21M +2,614 +256%
TIM
988
Triad Investment Management
California
$1.54M +$1.43M +3,075 +552%
LWL
989
Leo Wealth LLC
Texas
$1.54M -$110K -236 -6%
WWM
990
Waterway Wealth Management
Texas
$1.53M +$760K +1,636 +83%
VIA
991
Virtus Investment Advisers
Connecticut
$1.53M +$1.67M +3,603 New
MAM
992
Madison Asset Management
Wisconsin
$1.53M +$103K +221 +7%
BAAM
993
Baker Avenue Asset Management
California
$1.53M +$610K +1,314 +58%
WIM
994
WealthPlan Investment Management
Nebraska
$1.52M -$1.09M -2,358 -40%
NWMG
995
Nicholson Wealth Management Group
South Carolina
$1.52M +$39.9K +86 +2%
TAM
996
Trust Asset Management
Texas
$1.5M – – –
SWM
997
Sandro Wealth Management
New Jersey
$1.5M +$57.6K +124 +4%
ETC
998
Exchange Traded Concepts
Oklahoma
$1.5M -$292K -628 -15%
BCM
999
Brasada Capital Management
Texas
$1.49M -$5.01M -10,787 -76%
CL
1000
CVFG LLC
Indiana
$1.48M +$614K +1,323 +62%
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