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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
676
Sigma Planning Corp
Michigan
$637K +$250K +1,000 +62%
IWC
677
Integrated Wealth Concepts
Massachusetts
$637K +$650K +2,602 New
NA
678
NewEdge Advisors
Louisiana
$634K +$374K +1,496 +138%
BFA
679
Brendel Financial Advisors
New Hampshire
$630K +$279K +1,117 +77%
APA
680
American Portfolios Advisors
New York
$624K +$257K +1,027 +68%
PC
681
PA Capital
Virginia
$622K -$342K -1,368 -35%
CC
682
Cedar Capital
Illinois
$621K +$633K +2,533 New
BAM
683
Belpointe Asset Management
Nevada
$620K -$2.5K -10 -0.4%
BFA
684
Beaumont Financial Advisors
Massachusetts
$618K +$6.25K +25 +1%
BFC
685
Blue Fin Capital
Rhode Island
$612K +$60K +240 +11%
CG
686
Caprock Group
Idaho
$607K +$90.2K +361 +17%
CG
687
Colony Group
Massachusetts
$605K – – –
SFS
688
Sowell Financial Services
Arkansas
$604K +$616K +2,464 New
CGL
689
Clarius Group LLC
Washington
$601K +$38.5K +154 +7%
FA
690
FMA Advisory
Pennsylvania
$598K +$500 +2 +0.1%
JLBC
691
J.L. Bainbridge & Co
Florida
$590K +$750 +3 +0.1%
BFS
692
Bradley Foster & Sargent
Connecticut
$585K – – –
WS
693
Wedbush Securities
California
$584K -$1.25K -5 -0.2%
CAM
694
Close Asset Management
United Kingdom
$580K – – –
RCAG
695
Rehmann Capital Advisory Group
Michigan
$579K +$8K +32 +1%
ACI
696
Alpha Cubed Investments
California
$563K – – –
MAFM
697
Mid Atlantic Financial Management
Pennsylvania
$550K -$78.5K -314 -12%
SFSIG
698
San Francisco Sentry Investment Group
California
$549K +$20K +80 +4%
WB
699
WesBanco Bank
West Virginia
$549K +$560K +2,240 New
VAS
700
Vestmark Advisory Solutions
Massachusetts
$544K +$2.5K +10 +0.5%
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