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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1001
Bayview Asset Management
Florida
$1.67M -$1.39M -2,800 -47%
CP
1002
CenterBook Partners
Connecticut
$1.66M -$7.17M -14,482 -82%
ECM
1003
Evergreen Capital Management
Washington
$1.66M -$501K -1,013 -24%
TWA
1004
Tulsa Wealth Advisors
Oklahoma
$1.64M +$1.55M +3,138 New
HIA
1005
Harbor Investment Advisory
Maryland
$1.64M +$78.2K +158 +5%
EWM
1006
Evercore Wealth Management
New York
$1.64M -$75.7K -153 -5%
MI
1007
Motiv8 Investments
Florida
$1.63M +$43K +87 +3%
CC
1008
Citrine Capital
California
$1.63M – – –
TPW
1009
Transatlantique Private Wealth
New York
$1.63M +$50.5K +102 +3%
A
1010
AlphaQuest
New York
$1.62M +$1.26M +2,545 +462%
WMWM
1011
Whitaker-Myers Wealth Managers
Ohio
$1.59M +$681K +1,377 +82%
SOAM
1012
SBI Okasan Asset Management
Japan
$1.59M +$1.48M +3,000 New
WF
1013
WoodTrust Financial
Wisconsin
$1.59M +$4.95K +10 +0.3%
WA
1014
Wealth Alliance
New York
$1.59M -$63.8K -129 -4%
HA
1015
Harfst & Associates
Wyoming
$1.58M +$16.8K +34 +1%
DWM
1016
Dakota Wealth Management
Florida
$1.58M +$1.49M +3,019 New
AFG
1017
Atomi Financial Group
New York
$1.57M +$169K +342 +13%
KHCM
1018
Kirtland Hills Capital Management
Ohio
$1.57M +$102K +206 +7%
PAM
1019
Panagora Asset Management
Massachusetts
$1.57M +$355K +718 +31%
MO
1020
McMillan Office
Michigan
$1.57M +$1.48M +2,998 New
LGA
1021
Lebenthal Global Advisors
New York
$1.56M -$301K -608 -17%
MHC
1022
Meyer Handelman Company
New York
$1.56M +$186K +375 +14%
CB
1023
Cadence Bank
Mississippi
$1.56M +$27.7K +56 +2%
DAS
1024
Diversify Advisory Services
Utah
$1.56M -$91.5K -185 -6%
AIA
1025
AIMZ Investment Advisors
California
$1.55M -$11.9K -24 -0.8%
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