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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1076
Dimension Capital Management
Florida
$864K -$48.9K -114 -6%
TAM
1077
Townsend Asset Management
North Carolina
$862K – – –
9WM
1078
9258 Wealth Management
Ohio
$858K +$39.5K +92 +5%
LCWP
1079
Legacy Capital Wealth Partners
Arkansas
$857K +$825K +1,922 New
AF
1080
Allworth Financial
California
$857K +$96.5K +225 +14%
FW
1081
FullCircle Wealth
Texas
$852K +$759K +1,768 New
GWAM
1082
Guardian Wealth Advisors (Minnesota)
Minnesota
$845K -$16.7K -39 -2%
SPC
1083
Sigma Planning Corp
Michigan
$842K – – –
HH
1084
Hilltop Holdings
Texas
$842K -$974K -2,270 -55%
MW
1085
Marcum Wealth
Ohio
$842K +$22.3K +52 +3%
CI
1086
Conning Inc
Connecticut
$839K +$7.29K +17 +0.9%
FAIM
1087
Financial Advocates Investment Management
Washington
$839K +$51.5K +120 +7%
SP
1088
Stonebrook Private
Michigan
$838K +$90.5K +211 +13%
DTC
1089
Davidson Trust Company
Washington
$838K +$90.5K +211 +13%
WPW
1090
Waldron Private Wealth
Pennsylvania
$837K +$5.58K +13 +0.7%
FAM
1091
Formidable Asset Management
Ohio
$836K -$118K -274 -13%
BWM
1092
Baron Wealth Management
Michigan
$834K +$104K +242 +15%
TW
1093
TrinityPoint Wealth
Connecticut
$830K +$5.15K +12 +0.6%
BBP
1094
Banco BTG Pactual
Brazil
$824K +$384K +894 +111%
RSC
1095
Red Spruce Capital
Pennsylvania
$823K -$34.8K -81 -4%
ECA
1096
Elevated Capital Advisors
Utah
$822K +$87.1K +203 +12%
PPWP
1097
Premier Path Wealth Partners
New Jersey
$819K +$90.5K +211 +13%
MWP
1098
Meridian Wealth Partners
Pennsylvania
$819K +$10.3K +24 +1%
LIM
1099
Leavell Investment Management
Alabama
$812K +$181K +421 +30%
RCM
1100
Radnor Capital Management
Pennsylvania
$811K – – –
42 43
44
45 46