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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
876
Mission Wealth Management
California
$2.41M +$12.5K +25 +0.5%
AIM
877
Anchor Investment Management
South Carolina
$2.4M +$101K +202 +5%
CWM
878
Cordatus Wealth Management
Pennsylvania
$2.39M -$4.49K -9 -0.2%
KJHP
879
K.J. Harrison & Partners
Ontario, Canada
$2.39M +$499 +1 +0%
PCP
880
Perbak Capital Partners
United Kingdom
$2.39M +$2M +4,002 +761%
MC
881
Machina Capital
France
$2.38M +$411K +823 +22%
FTWA
882
Fifth Third Wealth Advisors
Ohio
$2.38M +$62.4K +125 +3%
WCM
883
Whitener Capital Management
North Carolina
$2.37M +$26K +52 +1%
PI
884
PFG Investments
New York
$2.37M +$289K +580 +15%
FFA
885
Farther Finance Advisors
California
$2.35M -$28.4K -57 -1%
PWS
886
Peloton Wealth Strategists
Indiana
$2.32M – – –
GLR
887
Great Lakes Retirement
Ohio
$2.32M +$998 +2 +0%
DS
888
DRW Securities
Illinois
$2.31M +$1.64M +3,287 +298%
ACM
889
Ashford Capital Management
Delaware
$2.31M +$163K +326 +8%
AW
890
Alaethes Wealth
Nevada
$2.3M +$80.4K +161 +4%
RB
891
Rodgers Brothers
Pennsylvania
$2.28M – – –
BOSSRA
892
B.O.S.S. Retirement Advisors
Utah
$2.26M -$126K -253 -6%
DCM
893
Decatur Capital Management
Georgia
$2.26M – – –
LAIC
894
Lederer & Associates Investment Counsel
California
$2.25M -$24K -48 -1%
LCM
895
Landscape Capital Management
New Jersey
$2.25M +$1.33M +2,658 +165%
LA
896
LVW Advisors
New York
$2.25M +$418K +838 +24%
BIG
897
Brooklyn Investment Group
New York
$2.23M +$833K +1,669 +50%
ICM
898
IMS Capital Management
Oregon
$2.22M – – –
PWM
899
Perigon Wealth Management
California
$2.22M -$54.9K -110 -3%
AAIM
900
Asset Advisors Investment Management
Georgia
$2.21M +$465K +932 +29%
34 35
36
37 38