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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
1876
Lloyd Advisory Services
Georgia
$15.8K +$5.91K +14 +56%
CFM
1877
Cornerstone Financial Management
Massachusetts
$15.5K +$1.27K +3 +9%
BGA
1878
Battery Global Advisors
Massachusetts
$14.9K – – –
DMIC
1879
Dixon Mitchell Investment Counsel
British Columbia, Canada
$14.7K – – –
AS
1880
Altshuler Shaham
Israel
$14.7K +$5.07K +12 +50%
UOTTAIMCU
1881
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$14.3K – – –
MP
1882
McDonald Partners
Ohio
$14.3K +$14.8K +35 New
NFSG
1883
Newbridge Financial Services Group
Florida
$14.2K – – –
MAM
1884
Marquette Asset Management
Minnesota
$13.8K -$4.64K -11 -24%
IWM
1885
IMG Wealth Management
Florida
$13.8K – – –
NWM
1886
Nova Wealth Management
Florida
$13.4K -$5.49K -13 -28%
KG
1887
Kilter Group
New York
$13.4K +$845 +2 +6%
MIM
1888
MTM Investment Management
South Carolina
$13K -$8.45K -20 -38%
FC
1889
Fairscale Capital
New Hampshire
$13K – – –
TW
1890
Titan Wealth
$13K +$13.5K +32 New
RFS
1891
Richardson Financial Services
Massachusetts
$12.6K – – –
BHWM
1892
Bay Harbor Wealth Management
Maryland
$12.6K +$1.69K +4 +15%
TCM
1893
Triumph Capital Management
Colorado
$12.2K -$8.45K -20 -40%
SMBT
1894
Southern Michigan Bank & Trust
Michigan
$12.2K -$2.11K -5 -14%
CT
1895
Coastline Trust
Rhode Island
$12.2K – – –
ABWM
1896
Alpine Bank Wealth Management
Colorado
$12.2K +$12.7K +30 New
RRMM
1897
Regatta Research & Money Management
Louisiana
$12.2K +$12.7K +30 New
FLP
1898
Financial Life Planners
Arizona
$12.2K -$5.49K -13 -30%
GCP
1899
Gill Capital Partners
Colorado
$11.8K – – –
GCM
1900
Gunpowder Capital Management
Maryland
$11.8K – – –
74 75
76
77 78