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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
851
MMBG Investment Advisors
Florida
$2.28M – – –
PWM
852
Perigon Wealth Management
California
$2.28M -$79.7K -157 -3%
RB
853
Rodgers Brothers
Pennsylvania
$2.27M -$3.04K -6 -0.1%
WBC
854
Westpac Banking Corp
Australia
$2.27M – – –
VWM
855
Vivid Wealth Management
Iowa
$2.26M +$91.3K +180 +4%
KJHP
856
K.J. Harrison & Partners
Ontario, Canada
$2.24M -$6.09K -12 -0.3%
NP
857
NorthRock Partners
Minnesota
$2.24M -$167K -330 -7%
BS
858
Banco Santander
Spain
$2.22M -$449K -884 -17%
WCM
859
Whitener Capital Management
North Carolina
$2.22M -$25.4K -50 -1%
VFA
860
Valeo Financial Advisors
Indiana
$2.21M +$40.1K +79 +2%
GLR
861
Great Lakes Retirement
Ohio
$2.21M -$40.6K -80 -2%
VT
862
Vise Technologies
New York
$2.19M +$1.34M +2,640 +149%
CCG
863
Chatham Capital Group
Georgia
$2.19M -$51.2K -101 -2%
WPC
864
Wedmont Private Capital
Pennsylvania
$2.18M +$168K +332 +8%
EW
865
Evoke Wealth
California
$2.18M +$83.2K +164 +4%
OM
866
OV Management
Minnesota
$2.18M +$162K +319 +8%
RIA
867
Regal Investment Advisors
Michigan
$2.17M -$21.8K -43 -1%
MWM
868
Mission Wealth Management
California
$2.17M +$279K +549 +14%
ACM
869
Ashford Capital Management
Delaware
$2.17M – – –
IWC
870
Integrated Wealth Concepts
Massachusetts
$2.16M +$179K +352 +9%
FFA
871
Farther Finance Advisors
California
$2.14M -$84.2K -166 -4%
DCM
872
Decatur Capital Management
Georgia
$2.13M -$32K -63 -1%
PWS
873
Peloton Wealth Strategists
Indiana
$2.13M – – –
WA
874
Waverly Advisors
Alabama
$2.13M +$1.21M +2,389 +127%
ICM
875
IMS Capital Management
Oregon
$2.12M +$5.07K +10 +0.2%
33 34
35
36 37