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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
976
Transatlantique Private Wealth
New York
$1.3M – – –
CVA
977
Central Valley Advisors
California
$1.3M +$133K +307 +11%
RVPG
978
Relative Value Partners Group
$1.29M +$433 +1 +0%
GM
979
GeoWealth Management
Illinois
$1.29M +$495K +1,141 +60%
SW
980
SteelPeak Wealth
California
$1.28M +$3.47K +8 +0.3%
BJL
981
Brighton Jones LLC
Washington
$1.28M -$42.9K -99 -3%
HFA
982
Harbert Fund Advisors
Alabama
$1.28M +$23.8K +55 +2%
JGGDR
983
JGP Global Gestao de Recursos
Brazil
$1.28M +$824K +1,900 +173%
PS
984
Principal Securities
Iowa
$1.27M -$366K -844 -22%
PWPS
985
Pinnacle Wealth Planning Services
Ohio
$1.27M -$25.1K -58 -2%
TCOO
986
Trust Company of Oklahoma
Oklahoma
$1.26M -$2.17K -5 -0.2%
TC
987
Trium Capital
United Kingdom
$1.26M +$1.28M +2,952 New
EWM
988
Empirical Wealth Management
Washington
$1.26M +$432K +997 +51%
VWM
989
Venturi Wealth Management
Texas
$1.25M -$133K -307 -9%
EI
990
Ellevest Inc
New York
$1.25M -$81.9K -189 -6%
KWM
991
Keebeck Wealth Management
Illinois
$1.25M -$22.1K -51 -2%
GAG
992
GM Advisory Group
New York
$1.25M +$7.8K +18 +0.6%
WF
993
WoodTrust Financial
Wisconsin
$1.24M +$1.73K +4 +0.1%
BL
994
Balentine LLC
Georgia
$1.24M +$4.33K +10 +0.3%
AF
995
Advisornet Financial
Minnesota
$1.23M +$867 +2 +0.1%
RI
996
Redwood Investments
Massachusetts
$1.23M -$68K -157 -5%
NP
997
NorthRock Partners
Minnesota
$1.23M +$52.4K +121 +4%
ET
998
Entropy Technologies
New York
$1.23M +$306K +706 +32%
GA
999
Geller Advisors
New York
$1.23M +$23.8K +55 +2%
AWMT
1000
AAFMAA Wealth Management & Trust
North Carolina
$1.22M +$1.24M +2,872 New
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