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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
951
Thomasville National Bank
Georgia
$1.39M – – –
CNBT
952
Canandaigua National Bank & Trust
New York
$1.38M -$4.29K -10 -0.3%
BG
953
Bollard Group
Massachusetts
$1.38M +$459K +1,071 +53%
BWM
954
BKM Wealth Management
Wisconsin
$1.38M +$1.32M +3,083 New
EI
955
Ellevest Inc
New York
$1.37M +$54.5K +127 +4%
AG
956
AlTi Global
New York
$1.36M +$887K +2,067 +211%
WF
957
WoodTrust Financial
Wisconsin
$1.35M +$49.8K +116 +4%
RWB
958
RMR Wealth Builders
New Jersey
$1.34M +$201K +469 +18%
FFO
959
Fiduciary Family Office
Florida
$1.34M -$106K -247 -8%
TWM
960
Thrive Wealth Management
Pennsylvania
$1.34M +$175K +409 +16%
DWT
961
Dorsey & Whitney Trust
South Dakota
$1.33M -$44.2K -103 -3%
AWA
962
Aaron Wealth Advisors
Illinois
$1.32M +$97K +226 +8%
PA
963
Procyon Advisors
Connecticut
$1.31M +$768K +1,791 +157%
PWPS
964
Pinnacle Wealth Planning Services
Ohio
$1.31M -$24.9K -58 -2%
GAG
965
GM Advisory Group
New York
$1.3M -$2.57K -6 -0.2%
UAS
966
United Asset Strategies
New York
$1.3M +$266K +619 +27%
TCOO
967
Trust Company of Oklahoma
Oklahoma
$1.3M -$24.9K -58 -2%
GA
968
Geller Advisors
New York
$1.3M +$6.01K +14 +0.5%
AF
969
Advisornet Financial
Minnesota
$1.28M -$9.44K -22 -0.8%
JCM
970
Jacobi Capital Management
Pennsylvania
$1.28M +$70.8K +165 +6%
HCM
971
Highview Capital Management
Illinois
$1.27M +$18K +42 +1%
VWM
972
Venturi Wealth Management
Texas
$1.27M -$45.9K -107 -4%
KWM
973
Keebeck Wealth Management
Illinois
$1.25M -$56.6K -132 -4%
ACA
974
Aptus Capital Advisors
Alabama
$1.25M +$92.2K +215 +8%
QPBE
975
Quintet Private Bank (Europe)
Luxembourg
$1.25M +$505K +1,178 +94%
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