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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1076
Procyon Advisors
Connecticut
$1.12M -$72.8K -136 -6%
RAM
1077
Ramirez Asset Management
New York
$1.12M – – –
PAM
1078
Panagora Asset Management
Massachusetts
$1.11M -$31.8M -59,451 -96%
GA
1079
GSG Advisors
New Jersey
$1.11M -$3.21K -6 -0.3%
HCM
1080
Howard Capital Management
Georgia
$1.1M +$36.4K +68 +3%
BWP
1081
Barlow Wealth Partners
Kentucky
$1.1M +$6.43K +12 +0.5%
HR
1082
Howe & Rusling
New York
$1.1M -$1.07K -2 -0.1%
AF
1083
Advisornet Financial
Minnesota
$1.09M -$77.6K -145 -6%
LC
1084
Lincoln Capital
Nebraska
$1.09M -$45K -84 -4%
FBT
1085
First Bank & Trust
South Dakota
$1.09M -$405K -756 -25%
FI
1086
Finivi Inc
Massachusetts
$1.09M +$24.1K +45 +2%
BFA
1087
Buttonwood Financial Advisors
Maryland
$1.08M +$429K +801 +56%
SCP
1088
Stevens Capital Partners
Nebraska
$1.08M +$1.19M +2,225 New
CT
1089
Colonial Trust
South Carolina
$1.08M +$6.96K +13 +0.6%
BAAM
1090
Baker Avenue Asset Management
California
$1.08M -$66.4K -124 -5%
CGL
1091
Clarius Group LLC
Washington
$1.08M -$425K -794 -26%
JSW
1092
Journey Strategic Wealth
New Jersey
$1.06M +$158K +296 +16%
WP
1093
WealthPLAN Partners
Nebraska
$1.06M +$67.5K +126 +6%
CPIG
1094
Chicago Partners Investment Group
Illinois
$1.06M +$145K +271 +14%
CL
1095
CVFG LLC
Indiana
$1.06M -$2.68K -5 -0.2%
FG
1096
Foster Group
Iowa
$1.06M -$32.7K -61 -3%
BHPW
1097
Beverly Hills Private Wealth
California
$1.06M -$55.2K -103 -5%
IIC
1098
Ironwood Investment Counsel
Arizona
$1.05M -$38.6M -72,080 -97%
AWMT
1099
AAFMAA Wealth Management & Trust
North Carolina
$1.05M -$32.1K -60 -3%
CCS
1100
Concentric Capital Strategies
Connecticut
$1.05M +$1.15M +2,151 New
42 43
44
45 46