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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
926
Daymark Wealth Partners
Ohio
$1.02M -$158K -401 -13%
CWP
927
Cyndeo Wealth Partners
Florida
$1.02M +$22K +56 +2%
PWM
928
Perigon Wealth Management
California
$1.02M -$54.7K -139 -5%
GA
929
Geller Advisors
New York
$1.02M -$33.4K -85 -3%
IIM
930
INTECH Investment Management
Florida
$1.01M -$1.89M -4,813 -63%
ISL
931
Ingalls & Snyder LLC
New York
$1.01M +$256K +650 +31%
AWA
932
Aaron Wealth Advisors
Illinois
$1M -$1.18K -3 -0.1%
KCM
933
Kanawha Capital Management
Virginia
$1M -$393 -1 -0%
RWA
934
Ropes Wealth Advisors
Massachusetts
$979K -$9.04K -23 -0.9%
PK
935
Pflug Koory
Nebraska
$975K – – –
NS
936
NBC Securities
Alabama
$970K +$1.04M +2,656 New
LC
937
Lincoln Capital
Nebraska
$969K – – –
NRD
938
Nebula Research & Development
New York
$965K +$1.04M +2,642 New
MFGM
939
Marshall Financial Group (Maryland)
Maryland
$964K +$10.2K +26 +1%
RIA
940
Regal Investment Advisors
Michigan
$960K +$372K +947 +56%
MAM
941
Madison Asset Management
Wisconsin
$948K -$5.5K -14 -0.5%
JCM
942
Jacobi Capital Management
Pennsylvania
$947K +$61.7K +157 +6%
FLPIM
943
F.L. Putnam Investment Management
Massachusetts
$938K +$3.93K +10 +0.4%
TWM
944
Thrive Wealth Management
Pennsylvania
$936K +$140K +356 +16%
MOS
945
MGO One Seven
Ohio
$930K +$199K +506 +25%
HCM
946
Highview Capital Management
Illinois
$929K -$7.86K -20 -0.8%
BFA
947
Beaumont Financial Advisors
Massachusetts
$922K -$50.7K -129 -5%
WC
948
Woodstock Corp
Massachusetts
$918K – – –
OWA
949
Outlook Wealth Advisors
Texas
$915K – – –
SW
950
SteelPeak Wealth
California
$914K +$983K +2,500 New
36 37
38
39 40