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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
826
Robertson Stephens Wealth Management
California
$2.47M -$3.04K -6 -0.1%
AMM
827
American Money Management
California
$2.46M +$25.4K +50 +1%
GP
828
Geneva Partners
Wisconsin
$2.46M -$410K -809 -14%
OIS
829
Okabena Investment Services
Minnesota
$2.45M +$107K +210 +4%
PDL
830
Portfolio Design Labs
California
$2.42M +$664K +1,308 +37%
BOSSRA
831
B.O.S.S. Retirement Advisors
Utah
$2.42M -$2.81M -5,532 -53%
CCG
832
Cypress Capital Group
Florida
$2.42M -$370K -729 -13%
A
833
AlphaQuest
New York
$2.4M +$591K +1,165 +32%
MIH
834
Meitav Investment House
Israel
$2.39M -$1.99M -3,925 -45%
JWM
835
JPL Wealth Management
Colorado
$2.39M +$2.43M +4,799 New
IEFM
836
IQ EQ Fund Management
Ireland
$2.39M -$372K -733 -13%
MG
837
Mather Group
Illinois
$2.38M -$202K -399 -8%
CWM
838
Chemistry Wealth Management
New York
$2.37M +$94.4K +186 +4%
EBT
839
Enterprise Bank & Trust
Massachusetts
$2.37M -$2.54K -5 -0.1%
CFCI
840
Comprehensive Financial Consultants Institutional
Indiana
$2.36M +$87.8K +173 +4%
TSMHT
841
Thurston Springer Miller Herd & Titak
Indiana
$2.36M +$1.05M +2,074 +78%
MSA
842
MUFG Securities Americas
New York
$2.33M +$2.38M +4,688 New
PA
843
Profund Advisors
Maryland
$2.32M -$219K -431 -8%
SWP
844
Sagespring Wealth Partners
Tennessee
$2.31M +$2.35M +4,638 New
CWM
845
Cordatus Wealth Management
Pennsylvania
$2.3M +$24.4K +48 +1%
WP
846
WealthShield Partners
North Carolina
$2.3M -$15.2K -30 -0.6%
GM
847
GeoWealth Management
Illinois
$2.29M +$293K +578 +14%
AIM
848
Anchor Investment Management
South Carolina
$2.28M +$782K +1,542 +51%
SW
849
SVB Wealth
Massachusetts
$2.28M +$2.33M +4,584 New
ASBI
850
American State Bank (Iowa)
Iowa
$2.28M +$11.2K +22 +0.5%
32 33
34
35 36