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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1026
Gladstone Institutional Advisory
Florida
$1.35M -$99.6K -186 -6%
TS
1027
Triglav Skladi
Slovenia
$1.34M – – –
AIM
1028
Aigen Investment Management
New York
$1.34M +$624K +1,165 +74%
CCA
1029
Checchi Capital Advisers
California
$1.33M -$186K -347 -11%
CAM
1030
Carret Asset Management
New York
$1.32M +$139K +260 +11%
SCM
1031
Shelton Capital Management
Colorado
$1.31M -$3.33M -6,228 -70%
ISL
1032
Ingalls & Snyder LLC
New York
$1.31M -$39.1K -73 -3%
FIA
1033
Foundations Investment Advisors
Arizona
$1.31M -$46.6K -87 -3%
KWM
1034
Keebeck Wealth Management
Illinois
$1.31M -$14.5K -27 -1%
CSPIA
1035
Cary Street Partners Investment Advisory
Virginia
$1.3M +$61.6K +115 +4%
RIL
1036
Rothschild Investment LLC
Illinois
$1.3M +$20.9K +39 +1%
TWM
1037
Thrive Wealth Management
Pennsylvania
$1.3M -$9.64K -18 -0.7%
BTI
1038
Blue Trust Inc
Georgia
$1.3M +$36.4K +68 +3%
AFG
1039
Atomi Financial Group
New York
$1.3M +$116K +217 +9%
BRWA
1040
B. Riley Wealth Advisors
Florida
$1.29M -$251K -468 -15%
FLPIM
1041
F.L. Putnam Investment Management
Massachusetts
$1.29M -$42.8K -80 -3%
GRP
1042
Global Retirement Partners
California
$1.28M +$107K +200 +8%
PDL
1043
Portfolio Design Labs
California
$1.27M +$336K +628 +32%
MHC
1044
Meyer Handelman Company
New York
$1.27M -$236K -440 -14%
EI
1045
Ellevest Inc
New York
$1.27M -$122K -228 -8%
IIM
1046
Intact Investment Management
Quebec, Canada
$1.27M -$131K -245 -9%
HIIFS
1047
Harel Insurance Investments & Financial Services
Israel
$1.26M +$790K +1,475 +131%
AF
1048
Allworth Financial
California
$1.25M +$47.7K +89 +4%
AWP
1049
Accretive Wealth Partners
New Jersey
$1.24M +$31.6K +59 +2%
SFO
1050
Stenger Family Office
Illinois
$1.24M +$197K +367 +17%
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