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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1101
Bowman & Company
Wisconsin
$835K +$1.73K +4 +0.2%
MP
1102
McDonald Partners
Ohio
$831K +$5.2K +12 +0.6%
EH
1103
Equitable Holdings
New York
$830K +$49.8K +115 +6%
LNC
1104
Lincoln National Corp
Pennsylvania
$823K +$147K +340 +21%
GWAM
1105
Guardian Wealth Advisors (Minnesota)
Minnesota
$823K +$8.23K +19 +1%
TAM
1106
Townsend Asset Management
North Carolina
$822K +$37.7K +87 +5%
MA
1107
Mezzasalma Advisors
New Jersey
$821K -$332K -765 -28%
RSC
1108
Red Spruce Capital
Pennsylvania
$819K +$58.1K +134 +7%
GI
1109
GAMMA Investing
California
$813K +$326K +751 +65%
CFM
1110
Catalyst Funds Management
Australia
$808K +$824K +1,900 New
SPC
1111
Sigma Planning Corp
Michigan
$803K +$309K +712 +61%
SAM
1112
Smartleaf Asset Management
Massachusetts
$800K +$243K +561 +42%
RCA
1113
Roberts Capital Advisors
Colorado
$797K +$812K +1,874 New
CI
1114
Conning Inc
Connecticut
$793K -$32.5K -75 -4%
WPW
1115
Waldron Private Wealth
Pennsylvania
$793K +$19.5K +45 +2%
BWP
1116
Balboa Wealth Partners
Arizona
$789K -$3.9K -9 -0.5%
TW
1117
TrinityPoint Wealth
Connecticut
$787K -$4.77K -11 -0.6%
MW
1118
Marcum Wealth
Ohio
$781K -$7.37K -17 -0.9%
NW
1119
NewEdge Wealth
Pennsylvania
$780K +$16.9K +39 +2%
9WM
1120
9258 Wealth Management
Ohio
$779K +$31.6K +73 +4%
RWM
1121
Revisor Wealth Management
Ohio
$776K +$468K +1,080 +151%
MCI
1122
MRP Capital Investments
Georgia
$775K +$789K +1,821 New
RCM
1123
Radnor Capital Management
Pennsylvania
$773K – – –
WSTAM
1124
Wilbanks Smith & Thomas Asset Management
Virginia
$772K +$1.3K +3 +0.2%
MWP
1125
Meridian Wealth Partners
Pennsylvania
$771K +$8.23K +19 +1%
43 44
45
46 47