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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
1026
Virtus Investment Advisers
Connecticut
$1.39M +$1.11M +2,179 +396%
KWM
1027
Keebeck Wealth Management
Illinois
$1.38M -$23K -45 -2%
SG
1028
StoneX Group
New York
$1.38M +$125K +245 +10%
LS
1029
Livforsakringsbolaget Skandia
Sweden
$1.38M – – –
TWM
1030
Thrive Wealth Management
Pennsylvania
$1.37M -$117K -229 -8%
IIM
1031
Intact Investment Management
Quebec, Canada
$1.37M – – –
MS
1032
Maven Securities
Jersey
$1.37M +$1.13M +2,219 +464%
LIG
1033
Lokken Investment Group
Delaware
$1.37M +$73.6K +144 +6%
FIA
1034
Foundations Investment Advisors
Arizona
$1.37M +$13.8K +27 +1%
GIA
1035
Gladstone Institutional Advisory
Florida
$1.36M +$329K +644 +32%
SFCL
1036
Strengthening Families & Communities LLC
Massachusetts
$1.36M +$45.5K +89 +3%
CHC
1037
City Holding Co
West Virginia
$1.36M +$150K +294 +12%
RIL
1038
Rothschild Investment LLC
Illinois
$1.35M +$16.4K +32 +1%
FLPIM
1039
F.L. Putnam Investment Management
Massachusetts
$1.32M +$14.3K +28 +1%
ECM
1040
Exchange Capital Management
Michigan
$1.32M -$19.4K -38 -1%
VFA
1041
Voya Financial Advisors
Connecticut
$1.32M -$189K -369 -12%
NS
1042
NBC Securities
Alabama
$1.32M +$1.32M +2,593 +129,650%
CSP
1043
Cary Street Partners
Virginia
$1.32M -$333K -651 -20%
HBT
1044
Heartland Bank & Trust
Illinois
$1.31M +$1.32M +2,583 New
PWM
1045
Palumbo Wealth Management
New York
$1.31M +$101K +197 +8%
SW
1046
SVB Wealth
Massachusetts
$1.31M -$1.03M -2,013 -44%
AF
1047
Advisornet Financial
Minnesota
$1.31M +$18.9K +37 +1%
BAAM
1048
Baker Avenue Asset Management
California
$1.3M +$81.8K +160 +7%
MFGM
1049
Marshall Financial Group (Maryland)
Maryland
$1.29M -$21.5K -42 -2%
LC
1050
Lindbrook Capital
California
$1.28M +$181K +354 +16%
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