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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1001
Foundations Investment Advisors
Arizona
$980K +$7.5K +19 +0.9%
GA
1002
GSG Advisors
New Jersey
$979K +$10.3K +26 +1%
GWA
1003
GGM Wealth Advisors
Maryland
$978K – – –
MIS
1004
Morningstar Investment Services
Illinois
$977K +$487K +1,234 +126%
TW
1005
TritonPoint Wealth
Maryland
$969K +$868K +2,199 New
HT
1006
Heritage Trust
Oklahoma
$967K -$27.6K -70 -3%
ET
1007
Entropy Technologies
New York
$963K +$863K +2,187 New
CT
1008
Chicago Trust
Illinois
$961K -$71K -180 -8%
RCAG
1009
Rehmann Capital Advisory Group
Michigan
$954K +$79.3K +201 +10%
CT
1010
Colonial Trust
South Carolina
$953K -$25.7K -65 -3%
SGI
1011
Summit Global Investments
Utah
$946K +$138K +350 +19%
MOS
1012
MGO One Seven
Ohio
$944K -$159K -402 -16%
SL
1013
Sonnipe Ltd
Isle Of Man
$942K – – –
LC
1014
Lindbrook Capital
California
$939K +$137K +348 +20%
ACA
1015
Aptus Capital Advisors
Alabama
$936K +$30.4K +77 +4%
UAS
1016
United Asset Strategies
New York
$935K +$66.7K +169 +9%
PFS
1017
Prospera Financial Services
Texas
$928K -$18.9K -48 -2%
RWB
1018
RMR Wealth Builders
New Jersey
$927K +$151K +382 +22%
Two Sigma Investments
1019
Two Sigma Investments
New York
$925K +$829K +2,100 New
FAM
1020
Formidable Asset Management
Ohio
$920K -$29.2K -74 -3%
TFS
1021
Thoroughbred Financial Services
Tennessee
$918K -$45K -114 -5%
AMCA
1022
Arthur M. Cohen & Associates
Illinois
$911K -$9.87K -25 -1%
TAM
1023
Trillium Asset Management
Massachusetts
$906K – – –
LCWP
1024
Legacy Capital Wealth Partners
Arkansas
$904K +$27.2K +69 +3%
RWM
1025
Rockline Wealth Management
New York
$903K +$809K +2,049 New