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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1026
Confluence Wealth Services
Pennsylvania
$1.08M +$267K +633 +31%
AFG
1027
Atomi Financial Group
New York
$1.08M -$120K -283 -10%
SAI
1028
Savvy Advisors Inc
New York
$1.07M -$915K -2,167 -45%
CSPIA
1029
Cary Street Partners Investment Advisory
Virginia
$1.07M +$5.91K +14 +0.5%
AWP
1030
Accretive Wealth Partners
New Jersey
$1.07M +$34.2K +81 +3%
PA
1031
Profund Advisors
Maryland
$1.07M -$41.4K -98 -4%
RWA
1032
River Wealth Advisors
Pennsylvania
$1.06M +$5.07K +12 +0.5%
CAU
1033
Caxton Associates (UK)
$1.06M -$1.88M -4,445 -63%
SIG
1034
Sky Investment Group
Connecticut
$1.05M +$417K +988 +62%
DWM
1035
Diversify Wealth Management
Utah
$1.04M -$51.1K -121 -5%
DAS
1036
Diversify Advisory Services
Utah
$1.04M +$998K +2,364 New
FIA
1037
Foundations Investment Advisors
Arizona
$1.04M -$505K -1,197 -32%
RIA
1038
Regal Investment Advisors
Michigan
$1.04M -$104K -247 -9%
CCA
1039
Checchi Capital Advisers
California
$1.04M -$116K -274 -10%
MFGM
1040
Marshall Financial Group (Maryland)
Maryland
$1.03M +$16.5K +39 +2%
TIM
1041
Thompson Investment Management
Wisconsin
$1.02M – – –
TCPW
1042
Twin City Private Wealth
North Carolina
$1.02M +$1.05M +2,496 New
UWS
1043
Unique Wealth Strategies
Illinois
$1.01M +$1.05M +2,487 New
SMG
1044
Smart Money Group
Texas
$1.01M +$78.5K +186 +8%
KJHP
1045
K.J. Harrison & Partners
Ontario, Canada
$1.01M -$346K -820 -25%
PCMH
1046
Polymer Capital Management (HK)
Hong Kong
$1.01M +$242K +572 +30%
OWA
1047
One Wealth Advisors
California
$1.01M +$187K +443 +22%
CT
1048
Caldwell Trust
Florida
$1M +$427K +1,012 +70%
GWM
1049
Geneos Wealth Management
Colorado
$1M +$974K +2,307 +1,498%
NW
1050
NewEdge Wealth
Pennsylvania
$995K -$123K -292 -11%
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43 44