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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1076
Circle Wealth Management
New Jersey
$449K -$6.8K -19 -1%
STA
1077
Summit Trail Advisors
New York
$447K +$105K +294 +25%
GA
1078
Geller Advisors
New York
$444K -$716 -2 -0.1%
PWP
1079
Principle Wealth Partners
Connecticut
$438K – – –
WPC
1080
Wedmont Private Capital
Pennsylvania
$438K +$96.2K +269 +23%
FC
1081
Financial Consulate
Maryland
$437K +$17.9K +50 +4%
CFA
1082
CWS Financial Advisors
Michigan
$436K +$716 +2 +0.1%
OHWP
1083
Oak Harbor Wealth Partners
North Carolina
$436K +$42.6K +119 +9%
HCMT
1084
Highland Capital Management (Tennessee)
Tennessee
$427K -$35.8K -100 -7%
WP
1085
WMS Partners
Maryland
$424K +$6.08K +17 +1%
MAM
1086
Magellan Asset Management
Australia
$424K +$112K +314 +29%
RBC
1087
Romano Brothers & Co
Illinois
$420K +$492K +1,376 New
BC
1088
Bowman & Company
Wisconsin
$418K +$15.4K +43 +3%
BTWM
1089
Baker Tilly Wealth Management
Wisconsin
$418K +$128K +359 +36%
JWM
1090
Jackson Wealth Management
Florida
$418K +$490K +1,369 New
WA
1091
Wambolt & Associates
Colorado
$416K – – –
FIB
1092
First Interstate Bank
Montana
$415K -$71.6K -200 -13%
BONH
1093
Bank of New Hampshire
New Hampshire
$413K – – –
ACM
1094
Advisors Capital Management
New Jersey
$411K -$117K -328 -22%
PPP
1095
Private Portfolio Partners
New Jersey
$410K – – –
MWM
1096
Mission Wealth Management
California
$407K +$34K +95 +8%
MLA
1097
My Legacy Advisors
Oregon
$407K +$34.7K +97 +7%
CB
1098
Community Bank
New York
$406K +$231K +645 +94%
AI
1099
AdvisorShares Investments
Maryland
$404K +$474K +1,324 New
RCWM
1100
Royal Capital Wealth Management
Indiana
$397K – – –
42 43
44
45 46