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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1101
CX Institutional
Indiana
$807K +$19.7K +46 +3%
GL
1102
Graypoint LLC
New York
$807K +$103K +240 +15%
TAM
1103
Trillium Asset Management
Massachusetts
$805K – – –
MOS
1104
MGO One Seven
Ohio
$803K -$100K -234 -11%
AC
1105
Avestar Capital
New York
$803K +$60.9K +142 +9%
TPCW
1106
TD Private Client Wealth
New York
$803K +$38.2K +89 +5%
RIL
1107
Rothschild Investment LLC
Illinois
$803K +$585K +1,364 +313%
MCI
1108
MRP Capital Investments
Georgia
$802K -$9.87K -23 -1%
EP
1109
Edgestream Partners
New Jersey
$801K +$242K +563 +46%
CT
1110
Chicago Trust
Illinois
$799K -$107K -250 -12%
MLA
1111
My Legacy Advisors
Oregon
$799K +$12.9K +30 +2%
RCA
1112
Roberts Capital Advisors
Colorado
$797K – – –
DLA
1113
Douglas Lane & Associates
New York
$796K -$85.8K -200 -10%
EFG
1114
Everhart Financial Group
Ohio
$794K +$127K +295 +20%
CM
1115
Columbus Macro
Pennsylvania
$793K -$6.43K -15 -0.8%
GAM
1116
Griffin Asset Management
New York
$792K -$3K -7 -0.4%
TW
1117
TritonPoint Wealth
Maryland
$786K -$63.5K -148 -8%
IIM
1118
Ironwood Investment Management
Massachusetts
$784K -$10.7K -25 -1%
PWMG
1119
Prestige Wealth Management Group
New Jersey
$783K +$308K +719 +69%
EFM
1120
E Fund Management
China
$783K +$544K +1,269 +261%
JFGIW
1121
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$781K +$306K +714 +69%
OWA
1122
Opal Wealth Advisors
New York
$781K +$19.7K +46 +3%
LAS
1123
LWM Advisory Services
Florida
$779K +$737K +1,719 +148%
WC
1124
Woodstock Corp
Massachusetts
$777K -$11.2K -26 -1%
EFL
1125
ERn Financial LLC
Wisconsin
$776K +$8.58K +20 +1%
43 44
45
46 47