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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1076
Colonial Trust
South Carolina
$918K -$1.73K -4 -0.2%
GFP
1077
Gryphon Financial Partners
Ohio
$917K -$86.3K -199 -8%
HT
1078
Heritage Trust
Oklahoma
$916K -$18.2K -42 -2%
FAM
1079
Formidable Asset Management
Ohio
$914K +$26K +60 +3%
FC
1080
Forte Capital
New York
$912K +$85.8K +198 +10%
SL
1081
Sonnipe Ltd
Isle Of Man
$910K – – –
CAMG
1082
CWA Asset Management Group
Florida
$909K -$99.3K -229 -10%
RCAG
1083
Rehmann Capital Advisory Group
Michigan
$906K -$15.2K -35 -2%
KHCM
1084
Kirtland Hills Capital Management
Ohio
$906K +$915K +2,111 New
FIA
1085
Foundations Investment Advisors
Arizona
$898K -$13.4K -31 -1%
AMCA
1086
Arthur M. Cohen & Associates
Illinois
$897K +$17.3K +40 +2%
CFFP
1087
Center for Financial Planning
Michigan
$897K +$47.7K +110 +6%
MC
1088
Moors & Cabot
Massachusetts
$878K +$62.4K +144 +8%
AWM
1089
Axxcess Wealth Management
California
$876K +$349K +805 +64%
DCM
1090
Dimension Capital Management
Florida
$873K +$52.9K +122 +6%
MPW
1091
Monterey Private Wealth
California
$871K +$1.73K +4 +0.2%
CT
1092
Chicago Trust
Illinois
$868K -$61.1K -141 -6%
MOS
1093
MGO One Seven
Ohio
$866K -$46.4K -107 -5%
BC
1094
Bridgefront Capital
Texas
$860K +$876K +2,022 New
BG
1095
Bollard Group
Massachusetts
$859K +$212K +490 +32%
IWM
1096
IHT Wealth Management
Illinois
$856K +$270K +623 +45%
NAM
1097
NorthCrest Asset Manangement
Minnesota
$848K -$13.9K -32 -2%
MCA
1098
Magnolia Capital Advisors
Mississippi
$845K +$92.3K +213 +12%
DLA
1099
Douglas Lane & Associates
New York
$845K +$13.9K +32 +2%
LIG
1100
Lokken Investment Group
Delaware
$843K +$81.5K +188 +10%
42 43
44
45 46