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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1101
Everhart Financial Group
Ohio
$1.01M -$663K -1,429 -38%
C
1102
Certuity
Florida
$1.01M +$66.4K +143 +6%
CWM
1103
Circle Wealth Management
New Jersey
$1M +$363K +782 +50%
PPWP
1104
Premier Path Wealth Partners
New Jersey
$1M +$92.4K +199 +9%
SFP
1105
Shepherd Financial Partners
Massachusetts
$993K -$31.1K -67 -3%
AG
1106
AlTi Global
New York
$990K -$285K -613 -21%
SMG
1107
Smart Money Group
Texas
$978K +$69.6K +150 +7%
AG
1108
ASO Group
$978K – – –
RAM
1109
Ramirez Asset Management
New York
$977K – – –
WETS
1110
Wealth Enhancement Trust Services
South Dakota
$974K +$747K +1,609 +236%
LS
1111
Livforsakringsbolaget Skandia
Sweden
$974K – – –
HIIFS
1112
Harel Insurance Investments & Financial Services
Israel
$969K -$23.7K -51 -2%
SCP
1113
Stevens Capital Partners
Nebraska
$964K -$2.79K -6 -0.3%
PA
1114
Procyon Advisors
Connecticut
$963K -$82.6K -178 -7%
TWA
1115
Tulsa Wealth Advisors
Oklahoma
$960K -$409K -880 -28%
LIA
1116
Limestone Investment Advisors
New York
$957K +$209K +450 +25%
LWAM
1117
Legacy Wealth Asset Management
Minnesota
$955K +$20K +43 +2%
IFWM
1118
Institute for Wealth Management
Colorado
$954K -$6.96K -15 -0.7%
PI
1119
PineBridge Investments
New York
$953K -$19.9M -42,954 -95%
GC
1120
Guilbault Capital
Louisiana
$953K – – –
MHC
1121
Meyer Handelman Company
New York
$951K -$351K -755 -25%
GS
1122
GTS Securities
Florida
$946K -$994K -2,142 -49%
TWM
1123
Thrive Wealth Management
Pennsylvania
$941K -$196K -422 -16%
SF
1124
Sun Financial
Utah
$939K +$37.6K +81 +4%
HFM
1125
Hartford Funds Management
Pennsylvania
$938K +$377K +812 +58%
43 44
45
46 47