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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1551
Destination Wealth Management
California
$330K -$9.75K -21 -3%
TC
1552
TFR Capital
Texas
$329K +$171K +368 +91%
JSAM
1553
J. Safra Asset Management
New York
$329K +$285K +614 +386%
PWA
1554
Portus Wealth Advisors
North Carolina
$328K +$35.7K +77 +11%
PFW
1555
Petros Family Wealth
Minnesota
$327K -$340K -732 -49%
5NPW
1556
55 North Private Wealth
Florida
$326K -$29.7K -64 -8%
SAM
1557
Stembrook Asset Management
New Jersey
$326K – – –
BMO
1558
Beck Mack & Oliver
New York
$325K – – –
G
1559
Gainplan
Michigan
$325K +$1.86K +4 +0.5%
BWS
1560
Broadway Wealth Solutions
Texas
$325K +$73.8K +159 +26%
EA
1561
Emerald Advisers
Pennsylvania
$325K – – –
CAL
1562
Capital Advisors Ltd
Ohio
$324K -$26K -56 -7%
CIA
1563
Compass Ion Advisors
Pennsylvania
$323K +$72K +155 +26%
BB
1564
Busey Bank
Illinois
$321K – – –
CWWM
1565
Clear Wave Wealth Management
New Jersey
$321K +$350K +754 New
HWP
1566
Hibernia Wealth Partners
Louisiana
$321K +$11.1K +24 +3%
SHGA
1567
Sand Hill Global Advisors
California
$320K +$48.3K +104 +16%
MC
1568
Mirabaud & Cie
Switzerland
$319K -$2.16M -4,660 -86%
CSB
1569
City State Bank
Iowa
$319K -$929 -2 -0.3%
LP
1570
LB Partners
Virginia
$319K – – –
VCM
1571
Violich Capital Management
California
$319K – – –
BB
1572
Burford Brothers
Texas
$319K -$20.9K -45 -6%
MCWA
1573
Meadow Creek Wealth Advisors
Georgia
$319K +$35.3K +76 +11%
SEIA
1574
Signature Estate & Investment Advisors
California
$318K +$13K +28 +4%
CFG
1575
Cooper Financial Group
California
$317K -$45K -97 -12%
61 62
63
64 65