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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
851
Vivid Wealth Management
Iowa
$2.25M +$2.15M +4,349 New
DCM
852
Decatur Capital Management
Georgia
$2.24M +$2.47K +5 +0.1%
LAIC
853
Lederer & Associates Investment Counsel
California
$2.22M -$61.9K -125 -3%
OC
854
Oppenheimer & Co
New York
$2.22M +$116K +235 +6%
PWS
855
Peloton Wealth Strategists
Indiana
$2.21M -$24.7K -50 -1%
ICM
856
IMS Capital Management
Oregon
$2.2M – – –
EW
857
Evoke Wealth
California
$2.18M +$2.09M +4,216 New
QWM
858
Quadcap Wealth Management
Texas
$2.16M -$76.2K -154 -4%
GFS
859
GYL Financial Synergies
Connecticut
$2.15M +$28.2K +57 +1%
SW
860
Solidarity Wealth
Utah
$2.13M -$594K -1,200 -23%
PCM
861
Parsons Capital Management
Rhode Island
$2.12M -$4.95K -10 -0.2%
WPC
862
Wedmont Private Capital
Pennsylvania
$2.12M +$280K +565 +16%
EM
863
Excalibur Management
Massachusetts
$2.11M +$990 +2 +0%
BAM
864
Belpointe Asset Management
Nevada
$2.1M +$31.7K +64 +2%
OM
865
OV Management
Minnesota
$2.09M +$2.47K +5 +0.1%
PI
866
PFG Investments
New York
$2.09M +$629K +1,270 +46%
NW
867
NewEdge Wealth
Pennsylvania
$2.09M +$1.19M +2,411 +148%
AWM
868
Avitas Wealth Management
California
$2.08M -$22.3K -45 -1%
MWS
869
Maxwell Wealth Strategies
California
$2.08M +$462K +934 +28%
GM
870
GeoWealth Management
Illinois
$2.08M -$2.47K -5 -0.1%
IWC
871
Integrated Wealth Concepts
Massachusetts
$2.05M -$35.1K -71 -2%
FTWA
872
Fifth Third Wealth Advisors
Ohio
$2.05M +$49.5K +100 +3%
MAM
873
Madison Asset Management
Wisconsin
$2.03M -$17.8K -36 -0.9%
CFG
874
Citizens Financial Group
Rhode Island
$2.03M +$95.5K +193 +5%
CAM
875
Cozad Asset Management
Illinois
$2.02M -$124K -251 -6%
33 34
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36 37