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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1001
NewEdge Wealth
Pennsylvania
$737K -$1.25M -3,189 -61%
CFFP
1002
Center for Financial Planning
Michigan
$730K -$1.97K -5 -0.2%
LCWP
1003
Legacy Capital Wealth Partners
Arkansas
$724K +$779K +1,982 New
DLA
1004
Douglas Lane & Associates
New York
$721K +$103K +261 +15%
RCAG
1005
Rehmann Capital Advisory Group
Michigan
$718K -$32.6K -83 -4%
DTL
1006
Dynamic Technology Lab
Singapore
$717K +$772K +1,963 New
CA
1007
Claro Advisors
Massachusetts
$717K +$39.7K +101 +5%
UAS
1008
United Asset Strategies
New York
$714K +$6.29K +16 +0.8%
MW
1009
Marcum Wealth
Ohio
$714K +$355K +904 +86%
CI
1010
Conning Inc
Connecticut
$713K +$9.83K +25 +1%
MPW
1011
Monterey Private Wealth
California
$710K +$1.57K +4 +0.2%
FA
1012
Faithward Advisors
Pennsylvania
$709K +$115K +293 +20%
EWM
1013
EPG Wealth Management
Georgia
$707K +$76.3K +194 +11%
GWAM
1014
Guardian Wealth Advisors (Minnesota)
Minnesota
$706K -$9.04K -23 -1%
MP
1015
McDonald Partners
Ohio
$706K +$12.2K +31 +2%
CWP
1016
Concord Wealth Partners
Virginia
$702K +$195K +495 +35%
NAM
1017
NorthCrest Asset Manangement
Minnesota
$699K +$44K +112 +6%
QCM
1018
Qsemble Capital Management
New York
$694K +$747K +1,900 New
MC
1019
Moors & Cabot
Massachusetts
$694K +$393 +1 +0.1%
TAM
1020
Townsend Asset Management
North Carolina
$693K – – –
CI
1021
CX Institutional
Indiana
$693K -$5.11K -13 -0.7%
BCM
1022
BlueCrest Capital Management
Jersey
$692K +$745K +1,894 New
VCM
1023
Virtue Capital Management
Tennessee
$692K – – –
EWM
1024
Empirical Wealth Management
Washington
$692K -$18.1K -46 -2%
SIM
1025
Sentry Investment Management
Wisconsin
$691K -$703K -1,787 -49%
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