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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1051
Sutton Wealth Advisors
Florida
$555K -$2.64K -8 -0.5%
SPC
1052
Sigma Planning Corp
Michigan
$551K -$13.5K -41 -2%
MCA
1053
Magnolia Capital Advisors
Mississippi
$550K +$9.23K +28 +2%
LC
1054
Lindbrook Capital
California
$547K +$7.91K +24 +1%
ETIA
1055
Epic Trust Investment Advisors
Washington
$544K -$9.56K -29 -2%
BWM
1056
Baron Wealth Management
Michigan
$542K +$533K +1,617 New
ALAM
1057
Asahi Life Asset Management
Japan
$538K -$11.5K -35 -2%
BIC
1058
Beach Investment Counsel
Pennsylvania
$536K – – –
ITFISA
1059
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$536K – – –
SIG
1060
Stonegate Investment Group
Alabama
$532K +$7.58K +23 +1%
RB
1061
Rodgers Brothers
Pennsylvania
$529K -$16.5K -50 -3%
SCM
1062
Stevens Capital Management
Pennsylvania
$529K -$401K -1,216 -43%
BOM
1063
Bank of Marin
California
$528K – – –
CWP
1064
Cyndeo Wealth Partners
Florida
$527K +$518K +1,572 New
MIM
1065
Moseley Investment Management
Florida
$526K – – –
IWA
1066
Icon Wealth Advisors
Texas
$520K +$5.27K +16 +1%
KF
1067
Krilogy Financial
Missouri
$519K -$652K -1,977 -56%
TIMH
1068
Tilt Investment Management Holdings
New York
$516K +$508K +1,541 New
DAS
1069
Dynamic Advisor Solutions
Arizona
$516K -$594K -1,803 -54%
LC
1070
Lavaca Capital
Texas
$511K +$504K +1,530 New
CSPIA
1071
Cary Street Partners Investment Advisory
Virginia
$510K -$4.29K -13 -0.8%
MCM
1072
Mendel Capital Management
Arkansas
$508K +$128K +387 +34%
WAG
1073
Wallace Advisory Group
California
$508K +$500K +1,516 New
HPM
1074
Hoxton Planning & Management
West Virginia
$504K +$496K +1,505 New
CWM
1075
Circle Wealth Management
New Jersey
$503K +$9.56K +29 +2%
41 42
43
44 45