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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
826
Headlands Technologies
Illinois
$2.43M +$2.33M +4,699 New
PWM
827
Perigon Wealth Management
California
$2.41M -$50.5K -102 -2%
BFC
828
Blue Fin Capital
Rhode Island
$2.41M +$95K +192 +4%
WP
829
WealthShield Partners
North Carolina
$2.4M +$108K +219 +5%
KJHP
830
K.J. Harrison & Partners
Ontario, Canada
$2.38M – – –
CWM
831
Chemistry Wealth Management
New York
$2.37M +$18.3K +37 +0.8%
WCA
832
Waratah Capital Advisors
Ontario, Canada
$2.37M +$2.47K +5 +0.1%
CWM
833
Cordatus Wealth Management
Pennsylvania
$2.36M -$53K -107 -2%
MIA
834
MMBG Investment Advisors
Florida
$2.36M – – –
CFCI
835
Comprehensive Financial Consultants Institutional
Indiana
$2.36M -$23.8K -48 -1%
RB
836
Rodgers Brothers
Pennsylvania
$2.36M – – –
ASBI
837
American State Bank (Iowa)
Iowa
$2.35M -$33.2K -67 -1%
WBC
838
Westpac Banking Corp
Australia
$2.35M +$129K +260 +6%
SC
839
Savant Capital
Illinois
$2.35M +$429K +867 +24%
GLR
840
Great Lakes Retirement
Ohio
$2.33M -$7.42K -15 -0.3%
CCG
841
Chatham Capital Group
Georgia
$2.33M – – –
WCM
842
Whitener Capital Management
North Carolina
$2.32M – – –
MHC
843
Meyer Handelman Company
New York
$2.32M -$290K -585 -12%
MA
844
Montag & Associates
Georgia
$2.32M +$21.8K +44 +1%
FFA
845
Farther Finance Advisors
California
$2.3M -$85.1K -172 -4%
PWM
846
Pinnacle Wealth Management
California
$2.28M +$2.18M +4,415 New
RIA
847
Regal Investment Advisors
Michigan
$2.28M -$69.3K -140 -3%
VFA
848
Valeo Financial Advisors
Indiana
$2.25M +$102K +206 +5%
ACM
849
Ashford Capital Management
Delaware
$2.25M -$144K -290 -6%
VWM
850
Vivid Wealth Management
Iowa
$2.25M +$2.15M +4,349 New
32 33
34
35 36