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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
926
Wedmont Private Capital
Pennsylvania
$1.33M +$66.3K +168 +6%
SW
927
SteelPeak Wealth
California
$1.32M +$197K +500 +20%
KWM
928
Keebeck Wealth Management
Illinois
$1.32M -$31.6K -80 -3%
TCOO
929
Trust Company of Oklahoma
Oklahoma
$1.31M -$80.9K -205 -6%
CC
930
Centiva Capital
New York
$1.3M +$841K +2,130 +261%
HFA
931
Harbert Fund Advisors
Alabama
$1.3M +$1.16M +2,945 New
PCM
932
Penserra Capital Management
California
$1.28M -$233K -590 -17%
GAG
933
GM Advisory Group
New York
$1.28M – – –
ECM
934
Evergreen Capital Management
Washington
$1.28M -$12.6K -32 -1%
WF
935
WoodTrust Financial
Wisconsin
$1.28M -$37.5K -95 -3%
AF
936
Advisornet Financial
Minnesota
$1.27M +$7.5K +19 +0.7%
BL
937
Balentine LLC
Georgia
$1.27M -$69.1K -175 -6%
RVPG
938
Relative Value Partners Group
$1.27M -$41.4K -105 -4%
ECM
939
Exchange Capital Management
Michigan
$1.27M -$27.2K -69 -2%
WWM
940
Western Wealth Management
Colorado
$1.26M +$233K +590 +26%
LF
941
Lee Financial
Texas
$1.26M -$789 -2 -0.1%
GA
942
Geller Advisors
New York
$1.25M +$21.7K +55 +2%
AWA
943
Aaron Wealth Advisors
Illinois
$1.23M +$18.5K +47 +2%
SIM
944
Sentry Investment Management
Wisconsin
$1.23M +$354K +898 +48%
IIM
945
INTECH Investment Management
Florida
$1.22M – – –
NP
946
NorthRock Partners
Minnesota
$1.22M +$496K +1,257 +83%
WIA
947
World Investment Advisors
California
$1.22M +$1.09M +2,771 New
MC
948
Machina Capital
France
$1.22M -$135K -343 -11%
QWP
949
Quotient Wealth Partners
Texas
$1.21M +$1.09M +2,756 New
ISL
950
Ingalls & Snyder LLC
New York
$1.21M – – –
36 37
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