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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1051
Ayrshire Capital Management
Connecticut
$425K – – –
IIC
1052
Ironwood Investment Counsel
Arizona
$423K +$9.1K +21 +2%
SWP
1053
Strategic Wealth Partners
Ohio
$422K +$27.7K +64 +7%
WP
1054
WealthShield Partners
North Carolina
$420K -$114K -263 -21%
USGIU
1055
U.S. Global Investors (USGI)
Texas
$420K – – –
IFWM
1056
Institute for Wealth Management
Colorado
$419K +$78.9K +182 +23%
FF
1057
FourThought Financial
Florida
$418K +$11.7K +27 +3%
FC
1058
Financial Consulate
Maryland
$416K +$46.8K +108 +12%
CWA
1059
Cornerstone Wealth Advisors
Minnesota
$414K +$8.67K +20 +2%
CCM
1060
Carlson Capital Management
Minnesota
$406K +$3.47K +8 +0.8%
PCM
1061
Penserra Capital Management
California
$406K +$50.3K +116 +14%
VCA
1062
Verdence Capital Advisors
Maryland
$404K +$40.7K +94 +11%
GIA
1063
Gladstone Institutional Advisory
Florida
$404K +$413K +952 New
PCP
1064
Proficio Capital Partners
Massachusetts
$401K -$705K -1,626 -63%
IWC
1065
Integrated Wealth Concepts
Massachusetts
$401K +$85.8K +198 +27%
G
1066
Gainplan
Michigan
$396K – – –
HI
1067
Harbour Investments
Wisconsin
$395K -$2.17K -5 -0.5%
EHC
1068
Everett Harris & Co
California
$395K – – –
RIM
1069
Regent Investment Management
Kentucky
$393K -$4.33K -10 -1%
CCM
1070
Compton Capital Management
Rhode Island
$391K – – –
HPWM
1071
Highland Private Wealth Management
Washington
$389K +$14.7K +34 +4%
WA
1072
Wealth Alliance
New York
$388K -$12.6K -29 -3%
CW
1073
CreativeOne Wealth
Kansas
$388K +$54.2K +125 +16%
BFPW
1074
BOK Financial Private Wealth
Colorado
$387K +$68.5K +158 +21%
PT
1075
Plimoth Trust
Massachusetts
$385K -$67.2K -155 -15%
41 42
43
44 45