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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
926
Snider Financial Group
Washington
$1.33M +$1.19M +3,011 New
WPC
927
Wedmont Private Capital
Pennsylvania
$1.33M +$66.3K +168 +6%
SW
928
SteelPeak Wealth
California
$1.32M +$197K +500 +20%
KWM
929
Keebeck Wealth Management
Illinois
$1.32M -$31.6K -80 -3%
TCOO
930
Trust Company of Oklahoma
Oklahoma
$1.31M -$80.9K -205 -6%
CC
931
Centiva Capital
New York
$1.3M +$841K +2,130 +261%
HFA
932
Harbert Fund Advisors
Alabama
$1.3M +$1.16M +2,945 New
PCM
933
Penserra Capital Management
California
$1.28M -$233K -590 -17%
GAG
934
GM Advisory Group
New York
$1.28M – – –
ECM
935
Evergreen Capital Management
Washington
$1.28M -$12.6K -32 -1%
WF
936
WoodTrust Financial
Wisconsin
$1.28M -$37.5K -95 -3%
AF
937
Advisornet Financial
Minnesota
$1.27M +$7.5K +19 +0.7%
BL
938
Balentine LLC
Georgia
$1.27M -$69.1K -175 -6%
RVPG
939
Relative Value Partners Group
$1.27M -$41.4K -105 -4%
ECM
940
Exchange Capital Management
Michigan
$1.27M -$27.2K -69 -2%
WWM
941
Western Wealth Management
Colorado
$1.26M +$233K +590 +26%
LF
942
Lee Financial
Texas
$1.26M -$789 -2 -0.1%
GA
943
Geller Advisors
New York
$1.25M +$21.7K +55 +2%
AWA
944
Aaron Wealth Advisors
Illinois
$1.23M +$18.5K +47 +2%
SIM
945
Sentry Investment Management
Wisconsin
$1.23M +$354K +898 +48%
IIM
946
INTECH Investment Management
Florida
$1.22M – – –
NP
947
NorthRock Partners
Minnesota
$1.22M +$496K +1,257 +83%
WIA
948
World Investment Advisors
California
$1.22M +$1.09M +2,771 New
MC
949
Machina Capital
France
$1.22M -$135K -343 -11%
QWP
950
Quotient Wealth Partners
Texas
$1.21M +$1.09M +2,756 New
36 37
38
39 40