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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1026
Moors & Cabot
Massachusetts
$644K +$19K +54 +3%
BTI
1027
Blue Trust Inc
Georgia
$640K +$22.9K +65 +4%
NW
1028
NewEdge Wealth
Pennsylvania
$639K -$26.4K -75 -4%
APWM
1029
Atlas Private Wealth Management
New York
$638K – – –
SWP
1030
Strategic Wealth Partners
Ohio
$635K +$415K +1,178 +178%
TW
1031
TrinityPoint Wealth
Connecticut
$633K +$13K +37 +2%
FAIM
1032
Financial Advocates Investment Management
Washington
$632K +$17.9K +51 +3%
RCM
1033
Radnor Capital Management
Pennsylvania
$627K +$7.04K +20 +1%
EWM
1034
Empirical Wealth Management
Washington
$626K +$4.22K +12 +0.7%
SP
1035
Symmetry Partners
Connecticut
$622K – – –
IIC
1036
Ironwood Investment Counsel
Arizona
$621K +$195K +555 +45%
GAM
1037
Griffin Asset Management
New York
$621K – – –
CCS
1038
Concentric Capital Strategies
Connecticut
$620K +$12.3K +35 +2%
FMLI
1039
Fukoku Mutual Life Insurance
Japan
$617K – – –
RA
1040
RiverPark Advisors
New York
$617K – – –
EGM
1041
Engineers Gate Manager
New York
$613K +$295K +838 +89%
RSC
1042
Red Spruce Capital
Pennsylvania
$612K +$9.15K +26 +1%
WP
1043
WealthSource Partners
California
$612K -$3.87K -11 -0.6%
PCM
1044
Penserra Capital Management
California
$611K – – –
MCM
1045
Mendel Capital Management
Arkansas
$606K +$84.5K +240 +16%
NP
1046
Ninepoint Partners
Ontario, Canada
$606K +$164K +466 +36%
ACI
1047
Alpha Cubed Investments
California
$605K -$71.8K -204 -10%
FFS
1048
Founders Financial Securities
Maryland
$601K +$124K +353 +25%
AWM
1049
Aspire Wealth Management
Massachusetts
$600K – – –
LSA
1050
Leonteq Securities AG
Switzerland
$600K +$244K +692 +66%
40 41
42
43 44