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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1101
Gladstone Institutional Advisory
Florida
$1.02M +$228K +450 +28%
SQA
1102
Simon Quick Advisors
New Jersey
$1.01M +$65.5K +129 +7%
CWS
1103
Confluence Wealth Services
Pennsylvania
$1.01M -$5.58K -11 -0.6%
HCM
1104
Howard Capital Management
Georgia
$1.01M +$50.2K +99 +5%
LF
1105
Lee Financial
Texas
$1.01M -$15.7K -31 -2%
BFA
1106
Beaumont Financial Advisors
Massachusetts
$1.01M +$1.01K +2 +0.1%
CAMG
1107
CWA Asset Management Group
Florida
$1M -$87.8K -173 -8%
TFS
1108
Thoroughbred Financial Services
Tennessee
$998K -$19.8K -39 -2%
AF
1109
Allworth Financial
California
$997K +$226K +446 +30%
NAM
1110
NorthCrest Asset Manangement
Minnesota
$994K -$16.7K -33 -2%
WHCI
1111
W.H. Cornerstone Investments
Massachusetts
$989K -$462K -910 -31%
WPW
1112
Waldron Private Wealth
Pennsylvania
$985K +$44.1K +87 +5%
TS
1113
Triglav Skladi
Slovenia
$981K +$1,000K +1,970 New
SC
1114
Skylands Capital
Wisconsin
$979K -$76.1K -150 -7%
OWA
1115
Outlook Wealth Advisors
Texas
$973K – – –
DCM
1116
Dimension Capital Management
Florida
$971K +$3.55K +7 +0.4%
FI
1117
Finivi Inc
Massachusetts
$970K +$286K +564 +41%
PMA
1118
Prudent Man Advisors
Illinois
$969K +$6.6K +13 +0.7%
NLGIA
1119
Nippon Life Global Investors Americas
New York
$966K -$6.19M -12,200 -86%
MCA
1120
Magnolia Capital Advisors
Mississippi
$965K +$226K +446 +30%
GCA
1121
Greenwood Capital Associates
South Carolina
$952K -$11M -21,600 -92%
TE
1122
Tema ETFs
New York
$950K +$968K +1,907 New
KIM
1123
Kestra Investment Management
Texas
$947K -$331K -652 -26%
MW
1124
Marcum Wealth
Ohio
$946K +$7.1K +14 +0.7%
SI
1125
Seeds Investor
New York
$944K +$61.4K +121 +7%
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