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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1176
Ironwood Investment Management
Massachusetts
$897K -$2.04K -4 -0.2%
WLG
1177
Williamson Legacy Group
Indiana
$894K +$75.6K +148 +9%
MCM
1178
Mendel Capital Management
Arkansas
$892K +$4.09K +8 +0.5%
ECM
1179
Eisler Capital Management
United Kingdom
$888K +$476K +932 +114%
AW
1180
Alteri Wealth
California
$885K +$45.5K +89 +5%
DTC
1181
Davidson Trust Company
Washington
$885K -$245K -479 -22%
UH
1182
Unigestion Holding
Switzerland
$883K +$888K +1,738 New
GAM
1183
Griffin Asset Management
New York
$876K – – –
DLA
1184
Douglas Lane & Associates
New York
$875K -$16.9K -33 -2%
IWA
1185
Invera Wealth Advisors
Oregon
$873K -$2.87M -5,618 -77%
FC
1186
Forte Capital
New York
$869K -$82.8K -162 -9%
WPC
1187
Waters Parkerson & Co
Louisiana
$868K – – –
SB
1188
Sunflower Bank
Texas
$864K -$3.58K -7 -0.4%
IDBONY
1189
Israel Discount Bank of New York
New York
$864K – – –
FCP
1190
Fidelis Capital Partners
Florida
$864K -$374K -732 -29%
FAM
1191
Fairtree Asset Management
South Africa
$862K +$469K +917 +118%
BMCM
1192
Bryn Mawr Capital Management
Pennsylvania
$861K -$1.02K -2 -0.1%
JF
1193
Jericho Financial
Ohio
$859K -$41.4K -81 -5%
AIM
1194
Arcadia Investment Management
Michigan
$854K – – –
RIA
1195
Realta Investment Advisors
Delaware
$853K +$117K +228 +16%
AWM
1196
Aprio Wealth Management
Georgia
$851K +$213K +417 +33%
NFSG
1197
Newbridge Financial Services Group
Florida
$851K -$24K -47 -3%
1M
1198
1248 Management
Missouri
$851K +$855K +1,674 New
EFL
1199
ERn Financial LLC
Wisconsin
$849K -$48.5K -95 -5%
CIP
1200
Convergence Investment Partners
Florida
$847K +$574K +1,124 +207%
46 47
48
49 50