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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
801
Polaris Wealth Advisory Group
California
$1.28M – – –
BSW
802
Buckingham Strategic Wealth
Missouri
$1.27M -$5.37K -15 -0.4%
CI
803
Cigna Investments
Connecticut
$1.27M -$110K -308 -7%
AMM
804
American Money Management
California
$1.25M +$5.37K +15 +0.4%
CIC
805
Cutler Investment Counsel
Oregon
$1.25M -$13.2K -37 -0.9%
IA
806
IFP Advisors
Florida
$1.25M +$213K +595 +9%
SWM
807
Spire Wealth Management
Virginia
$1.24M -$175K -488 -11%
FGP
808
Foyston, Gordon, & Payne
Ontario, Canada
$1.24M -$21.8K -61 -1%
RI
809
Redwood Investments
Massachusetts
$1.24M -$126K -353 -8%
NPA
810
Nichols & Pratt Advisers
Massachusetts
$1.24M – – –
AT
811
Arden Trust
Delaware
$1.23M -$306K -856 -17%
CNC
812
Canandaigua National Corp
New York
$1.23M – – –
KCM
813
Kendall Capital Management
Maryland
$1.22M -$661K -1,848 -32%
EM
814
Excalibur Management
Massachusetts
$1.22M – – –
BWL
815
Bogart Wealth LLC
Virginia
$1.22M +$223K +624 +19%
BWP
816
Balboa Wealth Partners
Arizona
$1.21M +$1.42M +3,959 New
TAM
817
Trust Asset Management
Texas
$1.21M +$80.1K +224 +6%
WS
818
Wedbush Securities
California
$1.2M -$30.8K -86 -2%
WP
819
WealthShield Partners
North Carolina
$1.2M +$63.7K +178 +5%
QCM
820
Quantinno Capital Management
New York
$1.2M +$71.2K +199 +5%
PTC
821
Private Trust Company
Ohio
$1.19M -$5.37K -15 -0.4%
ATC
822
Argent Trust Co
Tennessee
$1.18M -$142K -396 -9%
AWC
823
Abundance Wealth Counselors
Pennsylvania
$1.18M +$1.79K +5 +0.1%
CB
824
Cadence Bank
Mississippi
$1.18M +$570K +1,594 +70%
EWM
825
Evercore Wealth Management
New York
$1.17M -$14.3K -40 -1%
31 32
33
34 35