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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1126
Meridian Wealth Partners
Pennsylvania
$771K +$8.23K +19 +1%
TAM
1127
Trillium Asset Management
Massachusetts
$768K -$108K -250 -12%
EAM
1128
Eagle Asset Management
Florida
$761K +$548K +1,264 +244%
GAM
1129
Griffin Asset Management
New York
$759K – – –
IIM
1130
Ironwood Investment Management
Massachusetts
$758K +$419K +966 +118%
CM
1131
Columbus Macro
Pennsylvania
$757K -$51.6K -119 -6%
NP
1132
Ninepoint Partners
Ontario, Canada
$756K – – –
WC
1133
Woodstock Corp
Massachusetts
$753K -$16.9K -39 -2%
CI
1134
CX Institutional
Indiana
$751K -$35.1K -81 -4%
FAIM
1135
Financial Advocates Investment Management
Washington
$750K -$36K -83 -4%
MLA
1136
My Legacy Advisors
Oregon
$749K +$32.1K +74 +4%
SB
1137
Sunflower Bank
Texas
$747K +$12.6K +29 +2%
JCM
1138
Jacobsen Capital Management
Utah
$745K – – –
MCM
1139
Mendel Capital Management
Arkansas
$742K +$867 +2 +0.1%
AWM
1140
Aspire Wealth Management
Massachusetts
$740K – – –
DA
1141
Duality Advisers
Florida
$733K +$747K +1,723 New
EML
1142
Eos Management LP
New York
$733K +$746K +1,722 New
EFL
1143
ERn Financial LLC
Wisconsin
$732K -$286K -661 -28%
WPC
1144
Waters Parkerson & Co
Louisiana
$730K +$6.5K +15 +0.9%
TPCW
1145
TD Private Client Wealth
New York
$728K -$12.1K -28 -2%
OWA
1146
Opal Wealth Advisors
New York
$725K +$5.2K +12 +0.7%
CWM
1147
Circle Wealth Management
New Jersey
$725K +$38.6K +89 +6%
WA
1148
Waverly Advisors
Alabama
$725K +$418K +964 +130%
FMLI
1149
Fukoku Mutual Life Insurance
Japan
$723K – – –
IDBONY
1150
Israel Discount Bank of New York
New York
$723K – – –
44 45
46
47 48