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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1101
Simon Quick Advisors
New Jersey
$1.01M +$65.5K +129 +7%
CWS
1102
Confluence Wealth Services
Pennsylvania
$1.01M -$5.58K -11 -0.6%
HCM
1103
Howard Capital Management
Georgia
$1.01M +$50.2K +99 +5%
LF
1104
Lee Financial
Texas
$1.01M -$15.7K -31 -2%
BFA
1105
Beaumont Financial Advisors
Massachusetts
$1.01M +$1.01K +2 +0.1%
CAMG
1106
CWA Asset Management Group
Florida
$1M -$87.8K -173 -8%
TFS
1107
Thoroughbred Financial Services
Tennessee
$998K -$19.8K -39 -2%
AF
1108
Allworth Financial
California
$997K +$226K +446 +30%
NAM
1109
NorthCrest Asset Manangement
Minnesota
$994K -$16.7K -33 -2%
WHCI
1110
W.H. Cornerstone Investments
Massachusetts
$989K -$462K -910 -31%
WPW
1111
Waldron Private Wealth
Pennsylvania
$985K +$44.1K +87 +5%
TS
1112
Triglav Skladi
Slovenia
$981K +$1,000K +1,970 New
SC
1113
Skylands Capital
Wisconsin
$979K -$76.1K -150 -7%
OWA
1114
Outlook Wealth Advisors
Texas
$973K – – –
DCM
1115
Dimension Capital Management
Florida
$971K +$3.55K +7 +0.4%
FI
1116
Finivi Inc
Massachusetts
$970K +$286K +564 +41%
PMA
1117
Prudent Man Advisors
Illinois
$969K +$6.6K +13 +0.7%
NLGIA
1118
Nippon Life Global Investors Americas
New York
$966K -$6.19M -12,200 -86%
MCA
1119
Magnolia Capital Advisors
Mississippi
$965K +$226K +446 +30%
GCA
1120
Greenwood Capital Associates
South Carolina
$952K -$11M -21,600 -92%
TE
1121
Tema ETFs
New York
$950K +$968K +1,907 New
KIM
1122
Kestra Investment Management
Texas
$947K -$331K -652 -26%
MW
1123
Marcum Wealth
Ohio
$946K +$7.1K +14 +0.7%
SI
1124
Seeds Investor
New York
$944K +$61.4K +121 +7%
WTB
1125
Washington Trust Bank
Washington
$937K +$724K +1,426 +313%
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