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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
951
Brookfield Corp
Ontario, Canada
$1.07M +$1.07M +2,616 New
PTP
952
Platform Technology Partners
New York
$1.07M +$51.3K +126 +5%
PWM
953
Perigon Wealth Management
California
$1.07M +$155K +380 +17%
TCOO
954
Trust Company of Oklahoma
Oklahoma
$1.07M +$399K +979 +60%
HWMA
955
Heritage Wealth Management (Arizona)
Arizona
$1.07M +$1.06M +2,598 New
GC
956
Gould Capital
Washington
$1.06M +$1.05M +2,581 New
RPC
957
Rossmore Private Capital
Connecticut
$1.05M +$65.2K +160 +7%
AAS
958
Avantax Advisory Services
Texas
$1.05M +$111K +273 +12%
UH
959
Unigestion Holding
Switzerland
$1.05M – – –
PVH
960
Psagot Value Holdings
Israel
$1.04M +$188K +461 +22%
BA
961
Bridgewater Associates
Connecticut
$1.04M +$760K +1,867 +280%
MFG
962
Menard Financial Group
Texas
$1.04M +$722K +1,772 +234%
RWM
963
Ritholtz Wealth Management
New York
$1.03M +$462K +1,134 +82%
RWA
964
Ropes Wealth Advisors
Massachusetts
$1.03M +$237K +581 +30%
AWM
965
Altium Wealth Management
New York
$1.03M +$247K +607 +32%
CAAS
966
Capital Asset Advisory Services
Michigan
$1.03M +$1.02M +2,502 New
BFM
967
Boston Financial Management
Massachusetts
$1.02M +$33K +81 +3%
HR
968
Howe & Rusling
New York
$1.01M – – –
MMG
969
Monetary Management Group
Missouri
$1.01M – – –
LC
970
Lincoln Capital
Nebraska
$1.01M +$1M +2,458 New
CAL
971
Capital Analysts LLC
Pennsylvania
$1M +$184K +451 +23%
MAG
972
Mass Ave Global
New York
$994K +$987K +2,423 New
TAM
973
Trust Asset Management
Texas
$992K +$32.6K +80 +3%
CIM
974
Contravisory Investment Management
Massachusetts
$986K +$980K +2,405 New
CT
975
Chicago Trust
Illinois
$979K +$229K +563 +31%
37 38
39
40 41