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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1051
Chicago Partners Investment Group
Illinois
$282K +$244K +734 New
FNWM
1052
Financial Network Wealth Management
Utah
$282K +$266K +800 New
KPWS
1053
Kestra Private Wealth Services
Texas
$280K +$54.9K +165 +26%
RWA
1054
RGT Wealth Advisors
Texas
$278K +$2.66K +8 +1%
IFS
1055
Ifrah Financial Services
Arkansas
$275K -$5.66K -17 -2%
BCM
1056
Buckhead Capital Management
Georgia
$275K +$13.3K +40 +5%
GA
1057
Geller Advisors
New York
$272K +$30.3K +91 +13%
WA
1058
Waverly Advisors
Alabama
$271K +$14.6K +44 +6%
SB
1059
Strategic Blueprint
Georgia
$270K -$2.66K -8 -1%
AC
1060
Abbrea Capital
California
$268K +$15K +45 +6%
FC
1061
Financial Consulate
Maryland
$267K +$45.6K +137 +22%
VCM
1062
Violich Capital Management
California
$265K – – –
BL
1063
Balentine LLC
Georgia
$265K +$1.66K +5 +0.7%
LA
1064
Latitude Advisors
Florida
$264K +$249K +748 New
GBT
1065
Grove Bank & Trust
Florida
$262K -$17.6K -53 -7%
BCAM
1066
Boston Common Asset Management
Massachusetts
$261K +$3.33K +10 +1%
IP
1067
Innovative Portfolios
Indiana
$261K +$247K +741 New
BRG
1068
Bay Rivers Group
Virginia
$260K -$25.6K -77 -9%
CWM
1069
Connecticut Wealth Management
Connecticut
$260K -$16.6K -50 -6%
CBFP
1070
Cedar Brook Financial Partners
Ohio
$259K -$4.33K -13 -2%
BDF
1071
Balasa Dinverno & Foltz
$258K -$88.9K -267 -27%
BFEC
1072
Benjamin F. Edwards & Company
Missouri
$258K +$159K +477 +187%
MFW
1073
Meristem Family Wealth
Minnesota
$258K +$243K +730 New
CL
1074
CPWM LLC
Washington
$255K -$157K -472 -39%
BTWM
1075
Baker Tilly Wealth Management
Wisconsin
$254K +$240K +721 New
41 42
43
44 45