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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1001
Ellevest Inc
New York
$1.52M -$25.5K -50 -2%
SFA
1002
Souders Financial Advisors
Ohio
$1.52M -$132K -259 -8%
FFM
1003
Forum Financial Management
Illinois
$1.51M -$3.07K -6 -0.2%
APGDR
1004
Absoluto Partners Gestao de Recursos
Brazil
$1.51M -$595K -1,165 -28%
GAG
1005
GM Advisory Group
New York
$1.51M +$25.5K +50 +2%
NPA
1006
Nichols & Pratt Advisers
Massachusetts
$1.5M -$213K -416 -12%
ECM
1007
Evergreen Capital Management
Washington
$1.49M +$60.3K +118 +4%
SIA
1008
Schechter Investment Advisors
Michigan
$1.49M -$394K -772 -21%
EFM
1009
E Fund Management
China
$1.48M +$556K +1,088 +60%
TCOO
1010
Trust Company of Oklahoma
Oklahoma
$1.47M +$25.5K +50 +2%
JCM
1011
Jacobi Capital Management
Pennsylvania
$1.47M +$11.2K +22 +0.8%
GCM
1012
Geneva Capital Management
Wisconsin
$1.47M -$26.1K -51 -2%
FDCP
1013
Foster Dykema Cabot & Partners
Massachusetts
$1.45M +$10.2K +20 +0.7%
MCM
1014
Moore Capital Management
New York
$1.45M +$1.46M +2,851 New
SRA
1015
Secured Retirement Advisors
Minnesota
$1.44M +$1.45M +2,838 New
RIM
1016
Redwood Investment Management
Arizona
$1.44M +$1.45M +2,836 New
RWA
1017
River Wealth Advisors
Pennsylvania
$1.43M -$86.4K -169 -6%
BC
1018
Bowman & Company
Wisconsin
$1.43M +$108K +211 +8%
SAG
1019
SageView Advisory Group
California
$1.43M -$206K -404 -13%
TPW
1020
Transatlantique Private Wealth
New York
$1.43M +$39.3K +77 +3%
GAG
1021
Goodman Advisory Group
Massachusetts
$1.41M +$1.42M +2,781 New
ISL
1022
Ingalls & Snyder LLC
New York
$1.41M +$33.7K +66 +2%
SCM
1023
Stevens Capital Management
Pennsylvania
$1.4M -$473K -926 -25%
MSFS
1024
Main Street Financial Solutions
Pennsylvania
$1.39M +$339K +663 +32%
BIA
1025
Benchmark Investment Advisors
Illinois
$1.39M +$1.1M +2,145 +363%
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