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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
976
Dorsey & Whitney Trust
South Dakota
$1.31M +$13K +30 +1%
TPW
977
Transatlantique Private Wealth
New York
$1.3M – – –
CVA
978
Central Valley Advisors
California
$1.3M +$133K +307 +11%
RVPG
979
Relative Value Partners Group
$1.29M +$433 +1 +0%
GM
980
GeoWealth Management
Illinois
$1.29M +$495K +1,141 +60%
SW
981
SteelPeak Wealth
California
$1.28M +$3.47K +8 +0.3%
BJL
982
Brighton Jones LLC
Washington
$1.28M -$42.9K -99 -3%
HFA
983
Harbert Fund Advisors
Alabama
$1.28M +$23.8K +55 +2%
JGGDR
984
JGP Global Gestao de Recursos
Brazil
$1.28M +$824K +1,900 +173%
PS
985
Principal Securities
Iowa
$1.27M -$366K -844 -22%
PWPS
986
Pinnacle Wealth Planning Services
Ohio
$1.27M -$25.1K -58 -2%
TCOO
987
Trust Company of Oklahoma
Oklahoma
$1.26M -$2.17K -5 -0.2%
TC
988
Trium Capital
United Kingdom
$1.26M +$1.28M +2,952 New
EWM
989
Empirical Wealth Management
Washington
$1.26M +$432K +997 +51%
VWM
990
Venturi Wealth Management
Texas
$1.25M -$133K -307 -9%
EI
991
Ellevest Inc
New York
$1.25M -$81.9K -189 -6%
KWM
992
Keebeck Wealth Management
Illinois
$1.25M -$22.1K -51 -2%
GAG
993
GM Advisory Group
New York
$1.25M +$7.8K +18 +0.6%
WF
994
WoodTrust Financial
Wisconsin
$1.24M +$1.73K +4 +0.1%
BL
995
Balentine LLC
Georgia
$1.24M +$4.33K +10 +0.3%
AF
996
Advisornet Financial
Minnesota
$1.23M +$867 +2 +0.1%
RI
997
Redwood Investments
Massachusetts
$1.23M -$68K -157 -5%
NP
998
NorthRock Partners
Minnesota
$1.23M +$52.4K +121 +4%
ET
999
Entropy Technologies
New York
$1.23M +$306K +706 +32%
GA
1000
Geller Advisors
New York
$1.23M +$23.8K +55 +2%
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