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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1051
Cary Street Partners Investment Advisory
Virginia
$1.28M +$331K +648 +35%
VWM
1052
Venturi Wealth Management
Texas
$1.28M +$46K +90 +4%
LGA
1053
Lebenthal Global Advisors
New York
$1.27M -$66.9K -131 -5%
AC
1054
Avestar Capital
New York
$1.27M +$101K +197 +9%
OIS
1055
Okabena Investment Services
Minnesota
$1.27M -$1.24M -2,425 -49%
SFG
1056
SevenBridge Financial Group
Pennsylvania
$1.27M +$1.25M +2,443 New
CAG
1057
Csenge Advisory Group
Florida
$1.26M -$183K -358 -12%
CAMG
1058
CWA Asset Management Group
Florida
$1.26M +$242K +473 +23%
SW
1059
SteelPeak Wealth
California
$1.26M +$13.8K +27 +1%
MMA
1060
Mizuho Markets Americas
New York
$1.26M -$1.52M -2,983 -55%
CAM
1061
Carret Asset Management
New York
$1.25M +$103K +201 +9%
WP
1062
Westmount Partners
California
$1.25M +$30.7K +60 +2%
AWP
1063
Accretive Wealth Partners
New Jersey
$1.24M +$95K +186 +8%
CFFP
1064
Center for Financial Planning
Michigan
$1.24M -$511 -1 -0%
BWP
1065
Burling Wealth Partners
Illinois
$1.24M -$41.9K -82 -3%
CAM
1066
Congress Asset Management
Massachusetts
$1.23M -$27.1K -53 -2%
TFS
1067
Thoroughbred Financial Services
Tennessee
$1.23M +$212K +415 +21%
KIM
1068
Kestra Investment Management
Texas
$1.23M +$265K +518 +27%
SFP
1069
Shepherd Financial Partners
Massachusetts
$1.22M +$53.1K +104 +5%
1C
1070
111 Capital
France
$1.22M +$593K +1,160 +93%
BAM
1071
Bayview Asset Management
Florida
$1.22M +$1.23M +2,400 New
KAM
1072
Karani Asset Management
New York
$1.22M +$1.23M +2,398 New
BHPW
1073
Beverly Hills Private Wealth
California
$1.22M -$40.4K -79 -3%
TP
1074
Tranquility Partners
Tennessee
$1.2M +$4.6K +9 +0.4%
CC
1075
Centiva Capital
New York
$1.2M +$1.21M +2,363 New
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