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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1076
Red Door Wealth Management
Tennessee
$113K – – –
PCG
1077
Private Capital Group
Connecticut
$107K +$33.7K +112 +52%
CTB
1078
Country Trust Bank
Illinois
$105K – – –
AWM
1079
Atticus Wealth Management
Florida
$101K +$2.41K +8 +3%
PMFA
1080
Plante Moran Financial Advisors
Michigan
$99K -$14.4K -48 -14%
WB
1081
Webster Bank
Connecticut
$82K -$8.12K -27 -10%
CYG
1082
Clean Yield Group
Vermont
$82K – – –
WPA
1083
West Paces Advisors
Georgia
$77.1K – – –
LWM
1084
Liberty Wealth Management
California
$73K +$31K +103 +87%
CAL
1085
Capital Analysts LLC
Pennsylvania
$69K +$301 +1 +0.5%
ZB
1086
Zions Bancorporation
Utah
$69K +$301 +1 +0.5%
ETC
1087
Exchange Traded Concepts
Oklahoma
$69K +$47.8K +159 +318%
HWA
1088
HHM Wealth Advisors
Tennessee
$68K – – –
TWA
1089
TCI Wealth Advisors
Arizona
$67K -$2.41K -8 -4%
EFSCE
1090
Enterprise Financial Services Corp (EFSC)
Missouri
$67K +$2.41K +8 +4%
CT
1091
Caldwell Trust
Florida
$65.9K – – –
TF
1092
TimeScale Financial
Massachusetts
$65K +$22.6K +75 +63%
LWA
1093
Lenox Wealth Advisors
New York
$61K -$10.8K -36 -16%
CI
1094
CX Institutional
Indiana
$59K +$34.6K +115 +180%
PWMG
1095
Prestige Wealth Management Group
New Jersey
$58K +$49.3K +164 +1,640%
KPW
1096
Kore Private Wealth
New York
$56K -$2.41K -8 -4%
CHA
1097
Carmichael Hill & Associates
Maryland
$55K – – –
GRP
1098
Global Retirement Partners
California
$54K – – –
HGWM
1099
Harvest Group Wealth Management
Massachusetts
$53K – – –
KTC
1100
Kistler-Tiffany Companies
Pennsylvania
$53K – – –
42 43
44
45 46