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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1026
Souders Financial Advisors
Ohio
$1.12M -$51.1K -121 -4%
PDL
1027
Portfolio Design Labs
California
$1.11M +$43.9K +104 +4%
AC
1028
AlphaCore Capital
California
$1.1M -$169K -401 -13%
PWS
1029
Peloton Wealth Strategists
Indiana
$1.1M -$553K -1,310 -33%
ISL
1030
Ingalls & Snyder LLC
New York
$1.1M – – –
VFA
1031
Voya Financial Advisors
Connecticut
$1.1M +$418K +989 +58%
HFM
1032
Hartford Funds Management
Pennsylvania
$1.09M +$200K +473 +21%
CWS
1033
Confluence Wealth Services
Pennsylvania
$1.08M +$267K +633 +31%
AFG
1034
Atomi Financial Group
New York
$1.08M -$120K -283 -10%
SAI
1035
Savvy Advisors Inc
New York
$1.07M -$915K -2,167 -45%
CSPIA
1036
Cary Street Partners Investment Advisory
Virginia
$1.07M +$5.91K +14 +0.5%
AWP
1037
Accretive Wealth Partners
New Jersey
$1.07M +$34.2K +81 +3%
PA
1038
Profund Advisors
Maryland
$1.07M -$41.4K -98 -4%
RWA
1039
River Wealth Advisors
Pennsylvania
$1.06M +$5.07K +12 +0.5%
CAU
1040
Caxton Associates (UK)
$1.06M -$1.88M -4,445 -63%
SIG
1041
Sky Investment Group
Connecticut
$1.05M +$417K +988 +62%
DWM
1042
Diversify Wealth Management
Utah
$1.04M -$51.1K -121 -5%
DAS
1043
Diversify Advisory Services
Utah
$1.04M +$998K +2,364 New
FIA
1044
Foundations Investment Advisors
Arizona
$1.04M -$505K -1,197 -32%
RIA
1045
Regal Investment Advisors
Michigan
$1.04M -$104K -247 -9%
CCA
1046
Checchi Capital Advisers
California
$1.04M -$116K -274 -10%
MFGM
1047
Marshall Financial Group (Maryland)
Maryland
$1.03M +$16.5K +39 +2%
TIM
1048
Thompson Investment Management
Wisconsin
$1.02M – – –
TCPW
1049
Twin City Private Wealth
North Carolina
$1.02M +$1.05M +2,496 New
UWS
1050
Unique Wealth Strategies
Illinois
$1.01M +$1.05M +2,487 New
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