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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1051
BluePath Capital Management
Georgia
$966K -$146K -340 -14%
MPW
1052
Monterey Private Wealth
California
$966K +$50.6K +118 +6%
SW
1053
SlateStone Wealth
Florida
$963K -$22.7K -53 -2%
FC
1054
Forte Capital
New York
$962K +$6.01K +14 +0.7%
RCAG
1055
Rehmann Capital Advisory Group
Michigan
$960K +$9.44K +22 +1%
IBOK
1056
Independence Bank of Kentucky
Kentucky
$960K +$75.1K +175 +9%
FIA
1057
Foundations Investment Advisors
Arizona
$951K +$9.44K +22 +1%
IWM
1058
IHT Wealth Management
Illinois
$950K +$38.2K +89 +4%
LC
1059
Lindbrook Capital
California
$947K -$20.6K -48 -2%
CA
1060
Claro Advisors
Massachusetts
$946K -$16.7K -39 -2%
KHCM
1061
Kirtland Hills Capital Management
Ohio
$942K +$858 +2 +0.1%
CFFP
1062
Center for Financial Planning
Michigan
$940K – – –
BIG
1063
Brooklyn Investment Group
New York
$932K – – –
BC
1064
Bowman & Company
Wisconsin
$927K +$49.3K +115 +6%
EH
1065
Equitable Holdings
New York
$923K +$50.6K +118 +6%
WA
1066
Waverly Advisors
Alabama
$921K +$155K +362 +21%
NAM
1067
NorthCrest Asset Manangement
Minnesota
$918K +$27.9K +65 +3%
PD
1068
Point72 (DIFC)
United Arab Emirates
$916K -$18.3M -42,698 -95%
CCA
1069
Conestoga Capital Advisors
Pennsylvania
$914K -$280K -652 -24%
TFS
1070
Thoroughbred Financial Services
Tennessee
$911K +$877K +2,044 New
MP
1071
McDonald Partners
Ohio
$900K +$27.9K +65 +3%
VEA
1072
Virtus ETF Advisers
New York
$889K +$127K +296 +17%
GFP
1073
Gryphon Financial Partners
Ohio
$882K -$76.4K -178 -8%
IAS
1074
Insigneo Advisory Services
Florida
$879K +$127K +297 +19%
FCM
1075
Fortis Capital Management
Washington
$870K -$3.2M -7,459 -79%
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