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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
851
WealthShield Partners
North Carolina
$1.98M +$207K +482 +12%
LAIC
852
Lederer & Associates Investment Counsel
California
$1.98M -$109K -254 -5%
DCM
853
Decatur Capital Management
Georgia
$1.93M +$49.8K +116 +3%
QWM
854
Quadcap Wealth Management
Texas
$1.93M +$387K +901 +26%
PWS
855
Peloton Wealth Strategists
Indiana
$1.93M -$57.1K -133 -3%
WBC
856
Westpac Banking Corp
Australia
$1.91M – – –
BRWA
857
B. Riley Wealth Advisors
Florida
$1.9M -$155K -362 -8%
AI
858
Atom Investors
Texas
$1.88M -$443K -1,033 -20%
RC
859
Roundview Capital
New Jersey
$1.88M +$52.3K +122 +3%
FHA
860
Flagship Harbor Advisors
Massachusetts
$1.87M -$71.6K -167 -4%
VFA
861
Valeo Financial Advisors
Indiana
$1.85M +$121K +283 +7%
CAM
862
Cozad Asset Management
Illinois
$1.85M +$69.9K +163 +4%
PCM
863
Parsons Capital Management
Rhode Island
$1.84M -$22.7K -53 -1%
GFS
864
GYL Financial Synergies
Connecticut
$1.83M +$74.2K +173 +4%
EM
865
Excalibur Management
Massachusetts
$1.82M +$21.9K +51 +1%
AWM
866
Avitas Wealth Management
California
$1.82M -$15.9K -37 -0.9%
OC
867
Oppenheimer & Co
New York
$1.81M +$209K +487 +14%
IWC
868
Integrated Wealth Concepts
Massachusetts
$1.81M +$194K +453 +13%
OM
869
OV Management
Minnesota
$1.8M +$20.2K +47 +1%
GM
870
GeoWealth Management
Illinois
$1.79M +$423K +986 +32%
SW
871
SteelPeak Wealth
California
$1.79M +$430K +1,003 +33%
BAM
872
Belpointe Asset Management
Nevada
$1.79M -$24.5K -57 -1%
CAM
873
Congress Asset Management
Massachusetts
$1.78M -$86.2K -201 -5%
MAM
874
Madison Asset Management
Wisconsin
$1.77M -$723K -1,686 -30%
LCM
875
Landscape Capital Management
New Jersey
$1.77M – – –
33 34
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36 37