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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EH
851
Equitable Holdings
New York
$2.48M +$574K +1,237 +32%
WSC
852
Wellington Shields & Co
New York
$2.47M – – –
RPGK
853
Retirement Planning Group (Kansas)
Kansas
$2.45M +$7.89K +17 +0.3%
PCA
854
Pallas Capital Advisors
Massachusetts
$2.44M +$2.19M +4,710 +455%
PA
855
Pinnacle Associates
New York
$2.44M +$188K +406 +8%
HT
856
Headlands Technologies
Illinois
$2.44M +$2.66M +5,739 New
BAM
857
Belpointe Asset Management
Nevada
$2.44M +$779K +1,678 +41%
EML
858
Eos Management LP
New York
$2.44M – – –
WP
859
WealthShield Partners
North Carolina
$2.43M -$381K -821 -13%
BFC
860
Blue Fin Capital
Rhode Island
$2.43M +$186K +400 +8%
KNW
861
Kesler Norman & Wride
Utah
$2.43M -$3.25K -7 -0.1%
B
862
Bensler
Washington
$2.42M +$2.64M +5,682 New
CBA
863
Coastal Bridge Advisors
Connecticut
$2.41M -$14.9K -32 -0.6%
PWAM
864
Papamarkou Wellner Asset Management
New York
$2.4M -$301K -648 -10%
WJWM
865
Williams Jones Wealth Management
New York
$2.4M -$134K -288 -5%
TAP
866
Tounjian Advisory Partners
Florida
$2.39M -$108K -232 -4%
SAW
867
Signal Advisors Wealth
Michigan
$2.39M +$462K +996 +22%
FFA
868
Fragasso Financial Advisors
Pennsylvania
$2.38M +$111K +240 +5%
MSK
869
Melissa S. Kampmann
$2.38M -$576K -1,240 -18%
GWMR
870
GC Wealth Management RIA
Massachusetts
$2.37M +$116K +250 +5%
ECM
871
Evergreen Capital Management
Washington
$2.37M +$1.11M +2,396 +76%
TIM
872
Thornburg Investment Management
New Mexico
$2.36M +$2.58M +5,547 New
CAC
873
Certified Advisory Corp
Florida
$2.35M -$72K -155 -3%
GC
874
Guggenheim Capital
Illinois
$2.35M -$434K -935 -14%
PI
875
Pettee Investors
Connecticut
$2.34M +$370K +796 +17%
33 34
35
36 37