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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1051
Polymer Capital Management
New York
$1.4M -$161K -326 -11%
KWM
1052
Keebeck Wealth Management
Illinois
$1.4M -$4.45K -9 -0.3%
CAM
1053
Carret Asset Management
New York
$1.4M -$16.8K -34 -1%
PS
1054
Principal Securities
Iowa
$1.4M -$962K -1,945 -42%
FHA
1055
Flagship Harbor Advisors
Massachusetts
$1.4M -$623K -1,260 -32%
RIL
1056
Rothschild Investment LLC
Illinois
$1.4M +$5.44K +11 +0.4%
FC
1057
Farringdon Capital
United Kingdom
$1.39M -$4.92M -9,934 -79%
CCA
1058
Checchi Capital Advisers
California
$1.38M -$45.5K -92 -3%
TWM
1059
Thrive Wealth Management
Pennsylvania
$1.38M -$15.8K -32 -1%
CSPIA
1060
Cary Street Partners Investment Advisory
Virginia
$1.37M -$29.2K -59 -2%
RWA
1061
River Wealth Advisors
Pennsylvania
$1.37M -$81.6K -165 -6%
BFA
1062
Buttonwood Financial Advisors
Maryland
$1.37M +$192K +388 +17%
RIA
1063
Regal Investment Advisors
Michigan
$1.36M +$72.7K +147 +6%
IIM
1064
Intact Investment Management
Quebec, Canada
$1.36M – – –
ITFISA
1065
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.36M +$297K +600 +30%
BTI
1066
Blue Trust Inc
Georgia
$1.35M -$42.6K -86 -3%
BCM
1067
Boreal Capital Management
Florida
$1.35M +$500K +1,011 +65%
BRWA
1068
B. Riley Wealth Advisors
Florida
$1.33M -$56.4K -114 -4%
CGA
1069
Channing Global Advisors
Florida
$1.33M +$49.5K +100 +4%
HSA
1070
HBK Sorce Advisory
Pennsylvania
$1.33M +$69.8K +141 +5%
PWPS
1071
Pinnacle Wealth Planning Services
Ohio
$1.33M +$12.4K +25 +1%
OIS
1072
Okabena Investment Services
Minnesota
$1.33M – – –
EWM
1073
EPG Wealth Management
Georgia
$1.32M +$26.2K +53 +2%
AWP
1074
Accretive Wealth Partners
New Jersey
$1.31M -$19.8K -40 -2%
DWP
1075
Daymark Wealth Partners
Ohio
$1.31M -$156K -315 -11%
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