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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
701
Beaumont Financial Advisors
Massachusetts
$741K +$50.1K +193 +8%
GDP
702
Great Diamond Partners
Maine
$738K +$703K +2,704 New
AFM
703
Anson Funds Management
Texas
$737K +$701K +2,700 New
NA
704
NewEdge Advisors
Louisiana
$736K +$30.7K +118 +5%
IIC
705
Ironwood Investment Counsel
Arizona
$732K +$1.04K +4 +0.1%
LWS
706
Lucia Wealth Services
California
$731K -$35.9K -138 -5%
CCA
707
Checchi Capital Advisers
California
$728K -$4.16K -16 -0.6%
HS
708
Haafor (Singapore)
Singapore
$728K +$693K +2,667 New
WP
709
WealthSource Partners
California
$721K +$686K +2,641 New
LOAME
710
Lombard Odier Asset Management (Europe)
United Kingdom
$716K – – –
TCM
711
Teza Capital Management
Illinois
$715K -$1.25M -4,802 -65%
CGL
712
Clarius Group LLC
Washington
$715K -$6.24K -24 -1%
IWC
713
Integrated Wealth Concepts
Massachusetts
$715K +$4.16K +16 +0.6%
AWE
714
Avidian Wealth Enterprises
Texas
$713K -$384K -1,479 -36%
CC
715
ClearArc Capital
Ohio
$712K -$289K -1,111 -30%
SFS
716
Sowell Financial Services
Arkansas
$711K +$36.6K +141 +6%
WIA
717
Wealthstreet Investment Advisors
Texas
$710K – – –
BFC
718
Blue Fin Capital
Rhode Island
$702K +$17.9K +69 +3%
BJL
719
Brighton Jones LLC
Washington
$688K -$46.5K -179 -7%
IAA
720
Independent Advisor Alliance
North Carolina
$688K -$20.8K -80 -3%
TAM
721
Trillium Asset Management
Massachusetts
$684K -$162K -623 -20%
WB
722
WesBanco Bank
West Virginia
$682K +$67K +258 +12%
FA
723
FMA Advisory
Pennsylvania
$667K +$260 +1 +0%
WS
724
Wedbush Securities
California
$665K +$13.8K +53 +2%
HI
725
Horizon Investments
North Carolina
$665K +$177K +681 +39%
27 28
29
30 31