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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1001
WealthStone
Ohio
$325K +$6.07K +18 +2%
BPA
1002
Beacon Pointe Advisors
California
$325K +$125K +370 +60%
FF
1003
FourThought Financial
Florida
$323K +$332K +983 New
NA
1004
NewEdge Advisors
Louisiana
$321K -$729K -2,161 -69%
ECM
1005
Evergreen Capital Management
Washington
$320K -$18.9K -56 -5%
PA
1006
Procyon Advisors
Connecticut
$320K +$23.6K +70 +8%
JSC
1007
Jackson Square Capital
California
$319K – – –
WCM
1008
WealthBridge Capital Management
Ohio
$317K – – –
HIA
1009
Harbor Investment Advisory
Maryland
$311K -$3.37K -10 -1%
CFG
1010
Cooper Financial Group
California
$308K +$19.2K +57 +6%
FAM
1011
Fulcrum Asset Management
United Kingdom
$307K – – –
IAN
1012
Integrated Advisors Network
Texas
$306K -$69.8K -207 -18%
EHC
1013
Everett Harris & Co
California
$306K – – –
MC
1014
Moors & Cabot
Massachusetts
$305K +$14.2K +42 +5%
WWS
1015
Wellington Wealth Strategies
Indiana
$304K +$233K +691 New
CCM
1016
Compton Capital Management
Rhode Island
$302K – – –
WJWM
1017
Williams Jones Wealth Management
New York
$301K -$1.69K -5 -0.5%
HAG
1018
HighPoint Advisor Group
Illinois
$299K -$38.5K -114 -11%
CB
1019
Cadence Bank
Mississippi
$299K +$5.06K +15 +2%
TCM
1020
Tuttle Capital Management
Connecticut
$298K +$306K +906 New
AC
1021
Alexandria Capital
Virginia
$297K +$4.72K +14 +2%
DBRC
1022
D.B. Root & Company
Pennsylvania
$296K -$31.4K -93 -9%
MCG
1023
MACRO Consulting Group
New Jersey
$296K +$2.36K +7 +0.8%
PFA
1024
Plotkin Financial Advisors
Maryland
$296K – – –
VCA
1025
Verdence Capital Advisors
Maryland
$294K +$30.4K +90 +11%
39 40
41
42 43