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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1051
GeoWealth Management
Illinois
$834K +$735K +1,863 +5,822%
MCA
1052
Magnolia Capital Advisors
Mississippi
$834K +$47K +119 +7%
FI
1053
Financial Insights
Washington
$828K +$36.7K +93 +5%
CA
1054
Continuum Advisory
Idaho
$823K +$7.1K +18 +1%
BWP
1055
Balboa Wealth Partners
Arizona
$821K +$219K +554 +42%
TW
1056
TrinityPoint Wealth
Connecticut
$820K +$2.37K +6 +0.3%
JFG
1057
Jefferies Financial Group
New York
$816K +$731K +1,853 New
VWM
1058
VCI Wealth Management
Missouri
$816K +$731K +1,852 New
MW
1059
Marcum Wealth
Ohio
$816K -$40.3K -102 -5%
TAM
1060
Townsend Asset Management
North Carolina
$813K -$19.7K -50 -3%
CI
1061
CX Institutional
Indiana
$813K -$19.7K -50 -3%
FAIM
1062
Financial Advocates Investment Management
Washington
$813K +$13.8K +35 +2%
EH
1063
Equitable Holdings
New York
$809K +$433K +1,096 +148%
GDP
1064
Great Diamond Partners
Maine
$807K -$107K -270 -13%
NW
1065
NewEdge Wealth
Pennsylvania
$807K -$73.4K -186 -9%
RCM
1066
Radnor Capital Management
Pennsylvania
$801K – – –
WPW
1067
Waldron Private Wealth
Pennsylvania
$801K – – –
WSTAM
1068
Wilbanks Smith & Thomas Asset Management
Virginia
$798K -$260K -660 -27%
WC
1069
Woodstock Corp
Massachusetts
$796K -$278K -705 -28%
FNBOH
1070
First National Bank of Hutchinson
Kansas
$791K -$2.37K -6 -0.3%
LIG
1071
Lokken Investment Group
Delaware
$790K +$708K +1,794 New
MWP
1072
Meridian Wealth Partners
Pennsylvania
$790K +$6.31K +16 +0.9%
RSC
1073
Red Spruce Capital
Pennsylvania
$789K +$15.8K +40 +2%
GAM
1074
Griffin Asset Management
New York
$785K – – –
NP
1075
Ninepoint Partners
Ontario, Canada
$783K +$55.2K +140 +9%
41 42
43
44 45