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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
1101
Independence Bank of Kentucky
Kentucky
$841K +$212K +490 +33%
BC
1102
Bowman & Company
Wisconsin
$835K +$1.73K +4 +0.2%
MP
1103
McDonald Partners
Ohio
$831K +$5.2K +12 +0.6%
EH
1104
Equitable Holdings
New York
$830K +$49.8K +115 +6%
LNC
1105
Lincoln National Corp
Pennsylvania
$823K +$147K +340 +21%
GWAM
1106
Guardian Wealth Advisors (Minnesota)
Minnesota
$823K +$8.23K +19 +1%
TAM
1107
Townsend Asset Management
North Carolina
$822K +$37.7K +87 +5%
MA
1108
Mezzasalma Advisors
New Jersey
$821K -$332K -765 -28%
RSC
1109
Red Spruce Capital
Pennsylvania
$819K +$58.1K +134 +7%
GI
1110
GAMMA Investing
California
$813K +$326K +751 +65%
CFM
1111
Catalyst Funds Management
Australia
$808K +$824K +1,900 New
SPC
1112
Sigma Planning Corp
Michigan
$803K +$309K +712 +61%
SAM
1113
Smartleaf Asset Management
Massachusetts
$800K +$243K +561 +42%
RCA
1114
Roberts Capital Advisors
Colorado
$797K +$812K +1,874 New
CI
1115
Conning Inc
Connecticut
$793K -$32.5K -75 -4%
WPW
1116
Waldron Private Wealth
Pennsylvania
$793K +$19.5K +45 +2%
BWP
1117
Balboa Wealth Partners
Arizona
$789K -$3.9K -9 -0.5%
TW
1118
TrinityPoint Wealth
Connecticut
$787K -$4.77K -11 -0.6%
MW
1119
Marcum Wealth
Ohio
$781K -$7.37K -17 -0.9%
NW
1120
NewEdge Wealth
Pennsylvania
$780K +$16.9K +39 +2%
9WM
1121
9258 Wealth Management
Ohio
$779K +$31.6K +73 +4%
RWM
1122
Revisor Wealth Management
Ohio
$776K +$468K +1,080 +151%
MCI
1123
MRP Capital Investments
Georgia
$775K +$789K +1,821 New
RCM
1124
Radnor Capital Management
Pennsylvania
$773K – – –
WSTAM
1125
Wilbanks Smith & Thomas Asset Management
Virginia
$772K +$1.3K +3 +0.2%
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