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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
876
Postrock Partners
Oregon
$2.72M – – –
WWM
877
Western Wealth Management
Colorado
$2.71M -$65.8K -133 -2%
TNA
878
True North Advisors
Texas
$2.69M +$83.6K +169 +3%
VFA
879
Valeo Financial Advisors
Indiana
$2.65M +$234K +472 +10%
VFM
880
Viking Fund Management
North Dakota
$2.61M – – –
SG
881
StoneX Group
New York
$2.61M +$1.02M +2,055 +70%
CWP
882
Cyndeo Wealth Partners
Florida
$2.59M +$221K +447 +10%
CFCI
883
Comprehensive Financial Consultants Institutional
Indiana
$2.57M +$102K +207 +4%
ASBI
884
American State Bank (Iowa)
Iowa
$2.57M +$128K +259 +6%
MIH
885
Meitav Investment House
Israel
$2.56M – – –
CWM
886
Chemistry Wealth Management
New York
$2.56M -$990 -2 -0%
HP
887
Havemeyer Place
Connecticut
$2.55M +$2.41M +4,875 New
HBT
888
Hills Bank & Trust
Iowa
$2.54M -$52K -105 -2%
WG
889
Winton Group
United Kingdom
$2.49M +$2.36M +4,773 New
IWA
890
Icon Wealth Advisors
Texas
$2.49M +$159K +322 +7%
EW
891
Evoke Wealth
California
$2.48M -$110K -223 -4%
CI
892
Ceera Investments
Texas
$2.48M -$316K -638 -12%
VA
893
VestGen Advisors
Illinois
$2.47M +$280K +565 +14%
LCM
894
Landscape Capital Management
New Jersey
$2.45M +$1.53M +3,093 +193%
WS
895
Wedbush Securities
California
$2.45M +$368K +743 +19%
TC
896
TownSquare Capital
Utah
$2.44M -$1.34M -2,713 -37%
RWP
897
Ridgecrest Wealth Partners
California
$2.44M – – –
CPC
898
Consolidated Planning Corp
Georgia
$2.43M -$2.75M -5,568 -54%
MG
899
Mather Group
Illinois
$2.43M -$167K -337 -7%
PWM
900
Perigon Wealth Management
California
$2.42M +$304K +615 +15%
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