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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
GA
1001
GSG Advisors
New Jersey
$979K +$10.3K +26 +1%
GWA
1002
GGM Wealth Advisors
Maryland
$978K
MIS
1003
Morningstar Investment Services
Illinois
$977K +$487K +1,234 +126%
TW
1004
TritonPoint Wealth
Maryland
$969K +$868K +2,199 New
HT
1005
Heritage Trust
Oklahoma
$967K -$27.6K -70 -3%
ET
1006
Entropy Technologies
New York
$963K +$863K +2,187 New
CT
1007
Chicago Trust
Illinois
$961K -$71K -180 -8%
RCAG
1008
Rehmann Capital Advisory Group
Michigan
$954K +$79.3K +201 +10%
CT
1009
Colonial Trust
South Carolina
$953K -$25.7K -65 -3%
SGI
1010
Summit Global Investments
Utah
$946K +$138K +350 +19%
MOS
1011
MGO One Seven
Ohio
$944K -$159K -402 -16%
SL
1012
Sonnipe Ltd
Isle Of Man
$942K
LC
1013
Lindbrook Capital
California
$939K +$137K +348 +20%
ACA
1014
Aptus Capital Advisors
Alabama
$936K +$30.4K +77 +4%
UAS
1015
United Asset Strategies
New York
$935K +$66.7K +169 +9%
PFS
1016
Prospera Financial Services
Texas
$928K -$18.9K -48 -2%
RWB
1017
RMR Wealth Builders
New Jersey
$927K +$151K +382 +22%
Two Sigma Investments
1018
Two Sigma Investments
New York
$925K +$829K +2,100 New
FAM
1019
Formidable Asset Management
Ohio
$920K -$29.2K -74 -3%
TFS
1020
Thoroughbred Financial Services
Tennessee
$918K -$45K -114 -5%
AMCA
1021
Arthur M. Cohen & Associates
Illinois
$911K -$9.87K -25 -1%
TAM
1022
Trillium Asset Management
Massachusetts
$906K
LCWP
1023
Legacy Capital Wealth Partners
Arkansas
$904K +$27.2K +69 +3%
RWM
1024
Rockline Wealth Management
New York
$903K +$809K +2,049 New
MPW
1025
Monterey Private Wealth
California
$900K +$39.9K +101 +5%