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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCS
1101
Concentric Capital Strategies
Connecticut
$1.05M +$1.15M +2,151 New
TPA
1102
Trivium Point Advisory
Connecticut
$1.05M -$2.44M -4,556 -68%
IA
1103
IFP Advisors
Florida
$1.04M -$308K -575 -21%
SMG
1104
Smart Money Group
Texas
$1.04M +$42.8K +80 +4%
BFM
1105
Boothbay Fund Management
New York
$1.04M +$648K +1,210 +131%
ACM
1106
Allred Capital Management
Texas
$1.04M +$146K +272 +15%
AG
1107
AlTi Global
New York
$1.04M +$25.7K +48 +2%
SMA
1108
Sage Mountain Advisors
Georgia
$1.03M +$125K +234 +12%
JF
1109
Jump Financial
Illinois
$1.03M +$576K +1,076 +103%
GS
1110
GTS Securities
Florida
$1.03M +$587K +1,096 +107%
PK
1111
Pflug Koory
Nebraska
$1.03M – – –
LWAM
1112
Legacy Wealth Asset Management
Minnesota
$1.03M +$297K +554 +36%
FNC
1113
First National Corp
Massachusetts
$1.02M -$109K -204 -9%
SRL
1114
Scientech Research LLC
New Jersey
$1.02M +$746K +1,394 +200%
FFG
1115
Fortem Financial Group
California
$1.01M +$178K +332 +19%
LF
1116
LifePlan Financial
Minnesota
$1.01M +$542K +1,013 +95%
CWS
1117
Confluence Wealth Services
Pennsylvania
$1.01M +$15K +28 +1%
MYIA
1118
Mount Yale Investment Advisors
Colorado
$999K -$493K -921 -31%
FAM
1119
Fairtree Asset Management
South Africa
$992K +$183K +341 +20%
FFS
1120
Founders Financial Securities
Maryland
$980K +$43.9K +82 +4%
GSEP
1121
Golden State Equity Partners
California
$979K -$3.75K -7 -0.3%
DCM
1122
Dimension Capital Management
Florida
$978K +$30K +56 +3%
EHC
1123
Everett Harris & Co
California
$976K – – –
FA
1124
Faithward Advisors
Pennsylvania
$974K -$70.1K -131 -6%
ITFISA
1125
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$973K – – –
43 44
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46 47