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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1376
Ayrshire Capital Management
Connecticut
$520K – – –
ACL
1377
Applied Capital LLC
Florida
$517K -$7.66K -15 -1%
HIP
1378
HUB Investment Partners
Texas
$516K -$128K -251 -20%
PWA
1379
Provenance Wealth Advisors
Florida
$515K – – –
WIM
1380
Waverton Investment Management
United Kingdom
$515K -$7.66K -15 -1%
FB
1381
Fulton Bank
Pennsylvania
$515K -$13.8K -27 -3%
GFA
1382
Gallagher Fiduciary Advisors
Illinois
$513K +$1.53K +3 +0.3%
PFA
1383
Plotkin Financial Advisors
Maryland
$513K +$12.8K +25 +3%
AC
1384
Armistice Capital
New York
$511K +$514K +1,005 New
LAS
1385
LWM Advisory Services
Florida
$511K – – –
CWP
1386
Concord Wealth Partners
Virginia
$510K +$61.8K +121 +14%
AIP
1387
Arrowpoint Investment Partners
Singapore
$508K +$511K +1,000 New
LWL
1388
Leo Wealth LLC
Texas
$508K -$782K -1,531 -60%
EPIME
1389
Evelyn Partners Investment Management (Europe)
$507K – – –
EFG
1390
Embree Financial Group
Illinois
$506K +$511 +1 +0.1%
GFPC
1391
Global Financial Private Client
Florida
$506K +$10.2K +20 +2%
VCM
1392
Versant Capital Management
Arizona
$505K +$236K +461 +86%
AAS
1393
Ameritas Advisory Services
Nebraska
$504K -$29.6K -58 -5%
NG
1394
Norden Group
Utah
$503K +$1.53K +3 +0.3%
GWP
1395
Gen-Wealth Partners
Michigan
$503K -$75.6K -148 -13%
CH
1396
Cromwell Holdings
Wyoming
$501K – – –
FI
1397
Fosun International
China
$500K – – –
MWM
1398
Modera Wealth Management
New Jersey
$500K -$86.4K -169 -15%
HL
1399
HeadInvest LLC
Maine
$499K -$7.66K -15 -2%
PWMG
1400
Prestige Wealth Management Group
New Jersey
$498K +$11.2K +22 +2%
54 55
56
57 58