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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
1076
Jump Financial
Illinois
$1.07M -$15M -30,246 -94%
GCP
1077
GSA Capital Partners
United Kingdom
$1.06M -$787K -1,591 -44%
LF
1078
Lee Financial
Texas
$1.06M -$313K -633 -24%
TFS
1079
Thoroughbred Financial Services
Tennessee
$1.06M – – –
CA
1080
Claro Advisors
Massachusetts
$1.05M -$45K -91 -4%
NAM
1081
NorthCrest Asset Manangement
Minnesota
$1.05M -$14.8K -30 -1%
BFA
1082
Beaumont Financial Advisors
Massachusetts
$1.04M -$171K -346 -15%
MP
1083
McDonald Partners
Ohio
$1.04M +$495 +1 +0%
HFA
1084
Harbert Fund Advisors
Alabama
$1.03M -$173K -350 -15%
EFM
1085
E Fund Management
China
$1.03M +$117K +236 +13%
CAM
1086
Carret Asset Management
New York
$1.03M +$429K +867 +77%
BWM
1087
Baron Wealth Management
Michigan
$1.03M +$57.9K +117 +6%
CWS
1088
Confluence Wealth Services
Pennsylvania
$1.03M -$248K -502 -20%
OQS
1089
Occudo Quantitative Strategies
Florida
$1.03M +$469K +947 +91%
BFM
1090
Boothbay Fund Management
New York
$1.02M +$142K +287 +17%
OWA
1091
Outlook Wealth Advisors
Texas
$1.01M -$282K -570 -23%
FFO
1092
Fiduciary Family Office
Florida
$1.01M -$522K -1,055 -35%
SP
1093
Stonebrook Private
Michigan
$1.01M +$35.6K +72 +4%
FC
1094
Forte Capital
New York
$1.01M -$103K -208 -10%
AC
1095
Avestar Capital
New York
$1M +$70.8K +143 +8%
DCM
1096
Dimension Capital Management
Florida
$1M +$2.97K +6 +0.3%
FCM
1097
FJ Capital Management
Virginia
$1M +$375K +758 +64%
PMA
1098
Prudent Man Advisors
Illinois
$998K +$162K +327 +20%
HCM
1099
Howard Capital Management
Georgia
$996K +$954K +1,928 New
9WM
1100
9258 Wealth Management
Ohio
$994K +$990 +2 +0.1%
42 43
44
45 46