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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
876
Broadwater Capital
Massachusetts
$1.55M +$1.39M +3,520 New
RMDI
877
R.M. Davis Inc
Maine
$1.55M – – –
QCG
878
Quadrant Capital Group
Ohio
$1.55M -$40.6K -103 -3%
MWM
879
Mattern Wealth Management
Kansas
$1.55M +$1.39M +3,510 New
SW
880
SVB Wealth
Massachusetts
$1.54M -$430K -1,090 -24%
TAM
881
Tealwood Asset Management
Minnesota
$1.54M -$23.7K -60 -2%
PWS
882
Peloton Wealth Strategists
Indiana
$1.54M +$227K +576 +20%
ECU
883
Eisler Capital (UK)
United Kingdom
$1.54M +$1.38M +3,489 New
SIA
884
Schechter Investment Advisors
Michigan
$1.54M +$3.95K +10 +0.3%
CIG
885
Cullen Investment Group
Louisiana
$1.52M +$1.36M +3,453 New
HSA
886
HBK Sorce Advisory
Pennsylvania
$1.52M -$97.1K -246 -7%
CI
887
Cigna Investments
Connecticut
$1.51M -$17K -43 -1%
RMCM
888
Reynders McVeigh Capital Management
Massachusetts
$1.51M -$6.31K -16 -0.5%
CFGS
889
Concourse Financial Group Securities
Alabama
$1.51M +$13.8K +35 +1%
FPCP
890
Fort Point Capital Partners
California
$1.5M +$2.37K +6 +0.2%
LWCFA
891
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.5M -$92.3K -234 -7%
FFO
892
Fiduciary Family Office
Florida
$1.48M +$1.33M +3,361 New
FI
893
Fosun International
China
$1.48M -$27.6K -70 -2%
CSPIA
894
Cary Street Partners Investment Advisory
Virginia
$1.47M +$487K +1,233 +58%
CB
895
Cadence Bank
Mississippi
$1.47M -$31.6K -80 -2%
CAG
896
Csenge Advisory Group
Florida
$1.47M +$81.3K +206 +7%
VIG
897
Vienna Insurance Group
Poland
$1.46M -$363K -919 -22%
HAG
898
HighPoint Advisor Group
Illinois
$1.45M +$1.37M +3,472 New
IWC
899
Integrated Wealth Concepts
Massachusetts
$1.45M -$737K -1,868 -36%
SF
900
Summit Financial
New Jersey
$1.44M +$11.4K +29 +0.9%
34 35
36
37 38