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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
2026
Trifecta Capital Advisors
Illinois
$6.1K – – –
HHGA
2027
Halbert Hargrove Global Advisors
California
$6.1K +$6.13K +12 New
EPAM
2028
Evelyn Partners Asset Management
$6.1K -$742K -1,453 -99%
FRA
2029
Front Row Advisors
California
$6.1K – – –
NEWAS
2030
N.E.W. Advisory Services
Wisconsin
$6.1K +$6.13K +12 New
KA
2031
Kozak & Associates
Colorado
$5.66K +$6.13K +12 New
AS
2032
Altshuler Shaham
Israel
$5.59K -$15.8K -31 -74%
CIM
2033
Contravisory Investment Management
Massachusetts
$5.59K – – –
VWWMG
2034
Vermillion & White Wealth Management Group
Pennsylvania
$5.59K – – –
WW
2035
Winnow Wealth
Texas
$5.21K +$2.04K +4 +57%
T
2036
Transce3nd
Texas
$5.08K -$3.07K -6 -38%
RAM
2037
Riggs Asset Management
Pennsylvania
$5.08K – – –
SCA
2038
Stuart Chaussee & Associates
California
$5.08K – – –
SPF
2039
South Plains Financial
Texas
$5.08K – – –
PWA
2040
Principia Wealth Advisory
Texas
$4.74K +$1.02K +2 +25%
TCM
2041
TD Capital Management
Tennessee
$4.6K – – –
WA
2042
WestEnd Advisors
North Carolina
$4.57K +$1.53K +3 +50%
TLCM
2043
Twin Lakes Capital Management
California
$4.22K – – –
CAC
2044
Core Alternative Capital
Georgia
$4.07K – – –
ETS
2045
ESL Trust Services
New York
$4.07K – – –
GTAM
2046
Global Trust Asset Management
Florida
$4.07K – – –
MFG
2047
Mendota Financial Group
Wisconsin
$4.07K – – –
RMP
2048
Richards, Merrill & Peterson
Washington
$4.07K – – –
TCM
2049
TruNorth Capital Management
Michigan
$4.07K – – –
BC
2050
Barrett & Company
Rhode Island
$3.56K – – –
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