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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
901
Mezzasalma Advisors
New Jersey
$1.03M -$35.2K -100 -3%
SL
902
Sonnipe Ltd
Isle Of Man
$1.03M +$109K +310 +12%
HT
903
Heritage Trust
Oklahoma
$1.03M -$51.4K -146 -5%
ECM
904
Exchange Capital Management
Michigan
$1.02M -$25.7K -73 -2%
MSFS
905
Main Street Financial Solutions
Pennsylvania
$1.02M +$36.6K +104 +4%
PWPS
906
Pinnacle Wealth Planning Services
Ohio
$1.02M +$99.2K +282 +11%
BJL
907
Brighton Jones LLC
Washington
$1.01M +$352 +1 +0%
GAG
908
GM Advisory Group
New York
$1M +$2.46K +7 +0.2%
CIM
909
Caldwell Investment Management
Ontario, Canada
$992K – – –
AF
910
Advisornet Financial
Minnesota
$991K +$17.2K +49 +2%
APGDR
911
Absoluto Partners Gestao de Recursos
Brazil
$986K +$1.01M +2,859 New
PTP
912
Platform Technology Partners
New York
$982K +$53.8K +153 +6%
HWM
913
HB Wealth Management
Georgia
$970K -$147K -419 -13%
RVPG
914
Relative Value Partners Group
$969K -$105K -297 -10%
TCOO
915
Trust Company of Oklahoma
Oklahoma
$967K +$102K +289 +11%
OC
916
Oppenheimer & Co
New York
$965K -$64.1K -182 -6%
BFEC
917
Benjamin F. Edwards & Company
Missouri
$963K +$11.6K +33 +1%
WA
918
Wealth Alliance
New York
$961K -$16.2K -46 -2%
MFGM
919
Marshall Financial Group (Maryland)
Maryland
$959K -$32.4K -92 -3%
RCA
920
Resonant Capital Advisors
Wisconsin
$957K +$53.5K +152 +6%
SC
921
Savant Capital
Illinois
$957K +$261K +741 +36%
BFA
922
Beaumont Financial Advisors
Massachusetts
$955K -$28.9K -82 -3%
KCM
923
Kanawha Capital Management
Virginia
$945K -$352 -1 -0%
DAC
924
Dividend Assets Capital
South Carolina
$939K – – –
ECM
925
Evergreen Capital Management
Washington
$935K +$35.5K +101 +4%
35 36
37
38 39