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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
1026
Monterey Private Wealth
California
$900K +$39.9K +101 +5%
STA
1027
Summit Trail Advisors
New York
$900K -$36.3K -92 -4%
MWM
1028
Mission Wealth Management
California
$893K +$80.1K +203 +11%
NAM
1029
NorthCrest Asset Manangement
Minnesota
$892K +$43.8K +111 +6%
PWMG
1030
Prestige Wealth Management Group
New Jersey
$891K +$72.2K +183 +10%
MSS
1031
Mitchell Sinkler & Starr
Pennsylvania
$885K +$221K +560 +39%
A
1032
AlphaQuest
New York
$883K +$791K +2,004 New
CFFP
1033
Center for Financial Planning
Michigan
$880K – – –
SFCL
1034
Strengthening Families & Communities LLC
Massachusetts
$874K +$37.1K +94 +5%
LFG
1035
Lazard Frères Gestion
France
$868K +$47.4K +120 +5%
CA
1036
Claro Advisors
Massachusetts
$867K +$2.76K +7 +0.4%
BC
1037
Bowman & Company
Wisconsin
$863K +$45K +114 +6%
DLA
1038
Douglas Lane & Associates
New York
$860K -$7.89K -20 -1%
EWM
1039
Empirical Wealth Management
Washington
$860K +$23.7K +60 +3%
FC
1040
Forte Capital
New York
$857K +$93.5K +237 +14%
CI
1041
Conning Inc
Connecticut
$855K -$3.95K -10 -0.5%
MP
1042
McDonald Partners
Ohio
$855K +$3.55K +9 +0.5%
DCM
1043
Dimension Capital Management
Florida
$850K +$761K +1,929 New
BFM
1044
Boothbay Fund Management
New York
$848K +$244K +618 +47%
MC
1045
Moors & Cabot
Massachusetts
$846K +$8.29K +21 +1%
GWAM
1046
Guardian Wealth Advisors (Minnesota)
Minnesota
$843K -$6.31K -16 -0.8%
SWP
1047
Strategic Wealth Partners
Ohio
$842K -$207K -524 -22%
FA
1048
Faithward Advisors
Pennsylvania
$838K +$23.7K +60 +3%
FG
1049
Foster Group
Iowa
$838K – – –
CM
1050
Columbus Macro
Pennsylvania
$834K +$7.5K +19 +1%
40 41
42
43 44