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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1001
Intact Investment Management
Quebec, Canada
$1.5M +$72.4K +145 +5%
EI
1002
Ellevest Inc
New York
$1.5M -$78.4K -157 -5%
SFCL
1003
Strengthening Families & Communities LLC
Massachusetts
$1.49M +$59.9K +120 +4%
SFA
1004
Souders Financial Advisors
Ohio
$1.49M -$83.3K -167 -6%
LGA
1005
Lebenthal Global Advisors
New York
$1.48M +$153K +307 +12%
GCM
1006
Geneva Capital Management
Wisconsin
$1.47M -$45.9K -92 -3%
RWA
1007
River Wealth Advisors
Pennsylvania
$1.47M -$19K -38 -1%
FIA
1008
Foundations Investment Advisors
Arizona
$1.47M +$47.4K +95 +4%
ISL
1009
Ingalls & Snyder LLC
New York
$1.46M – – –
DWP
1010
Daymark Wealth Partners
Ohio
$1.46M +$204K +408 +17%
TS
1011
Triglav Skladi
Slovenia
$1.45M +$674K +1,350 +96%
AC
1012
Avestar Capital
New York
$1.45M +$120K +240 +10%
GCM
1013
Graham Capital Management
Connecticut
$1.45M -$3.81M -7,633 -74%
IA
1014
IFP Advisors
Florida
$1.44M -$1.28M -2,573 -49%
FLPIM
1015
F.L. Putnam Investment Management
Massachusetts
$1.44M +$62.9K +126 +5%
KWM
1016
Keebeck Wealth Management
Illinois
$1.44M +$2K +4 +0.1%
SEEDPG
1017
S.E.E.D. Planning Group
New York
$1.44M +$321K +644 +31%
CHC
1018
City Holding Co
West Virginia
$1.43M +$23.5K +47 +2%
LS
1019
Livforsakringsbolaget Skandia
Sweden
$1.43M – – –
SG
1020
StoneX Group
New York
$1.42M -$6.99K -14 -0.5%
TWM
1021
Thrive Wealth Management
Pennsylvania
$1.42M -$10.5K -21 -0.8%
SAG
1022
SageView Advisory Group
California
$1.4M -$86.3K -173 -6%
RIL
1023
Rothschild Investment LLC
Illinois
$1.39M -$13K -26 -1%
KHCM
1024
Kirtland Hills Capital Management
Ohio
$1.38M +$168K +337 +15%
GCP
1025
GSA Capital Partners
United Kingdom
$1.37M +$1.3M +2,601 New
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