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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1101
CreativeOne Wealth
Kansas
$461K -$94.5K -265 -16%
TP
1102
Tranquility Partners
Tennessee
$460K -$167K -469 -26%
WA
1103
Wambolt & Associates
Colorado
$459K -$8.2K -23 -2%
BONH
1104
Bank of New Hampshire
New Hampshire
$456K -$21.4K -60 -4%
PPP
1105
Private Portfolio Partners
New Jersey
$453K -$463K -1,300 -49%
BC
1106
Bowman & Company
Wisconsin
$447K +$27.8K +78 +6%
MP
1107
McDonald Partners
Ohio
$447K +$69.5K +195 +17%
DHFB
1108
Dixon Hubard Feinour & Brown
Virginia
$446K – – –
BWM
1109
Bulltick Wealth Management
Florida
$443K +$131K +367 +39%
OHWP
1110
Oak Harbor Wealth Partners
North Carolina
$441K +$139K +390 +42%
CWM
1111
Curi Wealth Management
North Carolina
$440K +$7.49K +21 +2%
RCWM
1112
Royal Capital Wealth Management
Indiana
$438K – – –
GM
1113
GeoWealth Management
Illinois
$438K +$50.6K +142 +12%
FNBOSM
1114
First National Bank of South Miami
Florida
$435K -$1.78K -5 -0.4%
GAG
1115
GM Advisory Group
New York
$434K +$8.91K +25 +2%
FC
1116
Forte Capital
New York
$432K -$1.78K -5 -0.4%
FFS
1117
Founders Financial Securities
Maryland
$430K +$61K +171 +15%
DLA
1118
Douglas Lane & Associates
New York
$429K – – –
GFP
1119
Gryphon Financial Partners
Ohio
$425K +$4.63K +13 +1%
9WM
1120
9258 Wealth Management
Ohio
$424K +$41.7K +117 +10%
RC
1121
Roundview Capital
New Jersey
$424K +$50.3K +141 +13%
TSS
1122
Two Sigma Securities
New York
$423K -$215K -602 -32%
GFS
1123
GYL Financial Synergies
Connecticut
$422K -$6.42K -18 -1%
MC
1124
Moors & Cabot
Massachusetts
$422K +$46.3K +130 +12%
CA
1125
CoreCap Advisors
Michigan
$422K +$447K +1,253 New
43 44
45
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