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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WJWM
726
Williams Jones Wealth Management
New York
$3.18M +$36K +83 +1%
SC
727
Settian Capital
New York
$3.16M – – –
PFS
728
Prospera Financial Services
Texas
$3.14M +$2.29M +5,273 +250%
FDS
729
Freedom Day Solutions
Texas
$3.11M -$88.4K -204 -3%
AAP
730
Arax Advisory Partners
Colorado
$3.11M +$9.54K +22 +0.3%
CA
731
Clearstead Advisors
Ohio
$3.1M +$10.4K +24 +0.3%
AG
732
AIA Group
Hong Kong
$3.08M +$954K +2,201 +44%
JAM
733
Jupiter Asset Management
United Kingdom
$3.08M -$2.43M -5,615 -44%
WP
734
WealthPLAN Partners
Nebraska
$3.08M +$730K +1,684 +30%
BFM
735
Boston Financial Management
Massachusetts
$3.07M – – –
SCM
736
Shelton Capital Management
Colorado
$3.07M – – –
VSQM
737
V-Square Quantitative Management
Illinois
$3.04M +$575K +1,327 +23%
MCB
738
Morton Community Bank
Illinois
$3.02M +$145K +335 +5%
DAS
739
Dynamic Advisor Solutions
Arizona
$3.01M +$145K +335 +5%
CCM
740
Coldstream Capital Management
Washington
$2.99M +$353K +814 +13%
RWP
741
RWA Wealth Partners
Massachusetts
$2.98M +$22.5K +52 +0.7%
AP
742
Arlington Partners
Alabama
$2.98M -$198K -456 -6%
S
743
SignatureFD
Georgia
$2.98M +$157K +362 +5%
BCP
744
Bluegrass Capital Partners
Florida
$2.98M -$1.73M -4,000 -36%
WSC
745
Wellington Shields & Co
New York
$2.98M -$390K -900 -11%
FWM
746
Fortress Wealth Management
California
$2.96M +$9.54K +22 +0.3%
CG
747
Caprock Group
Idaho
$2.96M +$150K +347 +5%
SICM
748
Sustainable Insight Capital Management
New York
$2.96M +$607K +1,400 +25%
BHCM
749
Brevan Howard Capital Management
Jersey
$2.96M +$3.01M +6,946 New
TAM
750
Tocqueville Asset Management
New York
$2.95M -$69.3K -160 -2%
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