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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1026
TriaGen Wealth Management
California
$315K – – –
ACA
1027
Anchor Capital Advisors
Massachusetts
$313K – – –
CFG
1028
Cooper Financial Group
California
$312K -$17.6K -53 -6%
HPWM
1029
Highland Private Wealth Management
Washington
$309K +$4.66K +14 +2%
SFA
1030
Sequoia Financial Advisors
Ohio
$308K +$8.32K +25 +3%
RZH
1031
Relyea Zuckerberg Hanson
Connecticut
$307K -$3K -9 -1%
COF
1032
Capital One Financial
Virginia
$306K – – –
BAM
1033
Blueshift Asset Management
New Jersey
$303K +$286K +860 New
AC
1034
Alexandria Capital
Virginia
$301K -$16.6K -50 -6%
VCA
1035
Verdence Capital Advisors
Maryland
$301K -$13.3K -40 -4%
SFG
1036
StrategIQ Financial Group
Indiana
$298K – – –
KWM
1037
Keebeck Wealth Management
Illinois
$298K +$5.66K +17 +2%
APWM
1038
Atlas Private Wealth Management
New York
$297K – – –
TCM
1039
Teza Capital Management
Illinois
$297K +$280K +841 New
MGIA
1040
Matthew Goff Investment Advisor
Texas
$295K – – –
WI
1041
Wintrust Investments
Illinois
$294K +$278K +834 New
SNT
1042
Security National Trust
West Virginia
$288K -$11K -33 -4%
AIP
1043
Almanack Investment Partners
Pennsylvania
$288K +$16K +48 +6%
MIM
1044
Meridiem Investment Management
United Kingdom
$284K – – –
DLA
1045
Douglas Lane & Associates
New York
$284K +$268K +806 New
ACM
1046
Avalon Capital Management
California
$282K – – –
H
1047
HoyleCohen
California
$282K – – –
PHS
1048
Pekin Hardy Strauss
Illinois
$282K – – –
TI
1049
Truehand Inc
New Hampshire
$282K – – –
TC
1050
Trust Company
Kansas
$282K – – –
40 41
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43 44