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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
901
Pettee Investors
Connecticut
$2.42M – – –
SAW
902
Signal Advisors Wealth
Michigan
$2.41M +$431K +871 +23%
WCM
903
Whitener Capital Management
North Carolina
$2.41M – – –
SC
904
Syon Capital
California
$2.41M +$367K +742 +19%
MWM
905
Mission Wealth Management
California
$2.4M -$22.3K -45 -1%
AW
906
Alaethes Wealth
Nevada
$2.4M -$15.8K -32 -0.7%
MIA
907
MMBG Investment Advisors
Florida
$2.39M – – –
SIA
908
SkyView Investment Advisors
New Jersey
$2.37M -$44.5K -90 -2%
HA
909
Herold Advisors
New York
$2.37M -$148K -300 -6%
JWM
910
JPL Wealth Management
Colorado
$2.36M -$224K -452 -9%
IWC
911
Integrated Wealth Concepts
Massachusetts
$2.36M -$1.24M -2,509 -36%
AWA
912
Aaron Wealth Advisors
Illinois
$2.35M +$370K +748 +20%
PI
913
PFG Investments
New York
$2.35M +$990 +2 +0%
SBFM
914
S-Bank Fund Management
Finland
$2.34M -$51.5K -104 -2%
MGP
915
M&G plc
United Kingdom
$2.34M -$158K -320 -7%
PA
916
PFG Advisors
Arizona
$2.33M -$2.29M -4,631 -51%
PCG
917
Prosperity Consulting Group
Maryland
$2.33M +$59.4K +120 +3%
CWM
918
Cordatus Wealth Management
Pennsylvania
$2.32M -$23.3K -47 -1%
WF
919
Welch & Forbes
Massachusetts
$2.31M -$2.47K -5 -0.1%
AWM
920
Accurate Wealth Management
Florida
$2.31M -$491K -993 -19%
FTWA
921
Fifth Third Wealth Advisors
Ohio
$2.3M -$132K -267 -6%
QIM
922
Quantitative Investment Management
Virginia
$2.29M +$2.16M +4,374 New
GS
923
GTS Securities
Florida
$2.28M +$1.11M +2,250 +106%
CCG
924
Cypress Capital Group
Florida
$2.26M -$93.5K -189 -4%
LCAM
925
London & Capital Asset Management
United Kingdom
$2.26M +$2.14M +4,327 New
35 36
37
38 39