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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1076
Almanack Investment Partners
Pennsylvania
$335K -$384 -1 -0.1%
RZH
1077
Relyea Zuckerberg Hanson
Connecticut
$333K +$5K +13 +2%
WFI
1078
West Family Investments
California
$332K +$311K +810 New
DLA
1079
Douglas Lane & Associates
New York
$331K – – –
OIA
1080
OneDigital Investment Advisors
Kansas
$331K +$310K +807 New
MIM
1081
Meridiem Investment Management
United Kingdom
$330K – – –
IFWM
1082
Institute for Wealth Management
Colorado
$330K +$33.4K +87 +12%
ACM
1083
Avalon Capital Management
California
$328K – – –
FNWM
1084
Financial Network Wealth Management
Utah
$328K – – –
H
1085
HoyleCohen
California
$328K – – –
PHS
1086
Pekin Hardy Strauss
Illinois
$328K – – –
TI
1087
Truehand Inc
New Hampshire
$328K – – –
TC
1088
Trust Company
Kansas
$328K – – –
LA
1089
Latitude Advisors
Florida
$328K +$19.6K +51 +7%
SF
1090
Symphony Financial
Texas
$327K -$2.43M -6,327 -89%
BCAM
1091
Boston Common Asset Management
Massachusetts
$327K +$21.1K +55 +7%
SNT
1092
Security National Trust
West Virginia
$326K -$7.69K -20 -2%
AC
1093
Abbrea Capital
California
$324K +$11.5K +30 +4%
CW
1094
CreativeOne Wealth
Kansas
$324K +$303K +788 New
SB
1095
Strategic Blueprint
Georgia
$323K +$8.07K +21 +3%
AC
1096
Alexandria Capital
Virginia
$322K -$26.9K -70 -8%
CPO
1097
Cerity Partners OCIO
New York
$318K +$298K +775 New
RWA
1098
RGT Wealth Advisors
Texas
$317K -$5.76K -15 -2%
IFS
1099
Ifrah Financial Services
Arkansas
$316K -$3.84K -10 -1%
GA
1100
Geller Advisors
New York
$316K – – –
42 43
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45 46