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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1126
Institute for Wealth Management
Colorado
$447K -$17.4K -38 -4%
LC
1127
Lindbrook Capital
California
$447K +$210K +459 +94%
TPCW
1128
TD Private Client Wealth
New York
$444K -$39.8K -87 -8%
PCP
1129
Proficio Capital Partners
Massachusetts
$444K -$1.83K -4 -0.4%
VCA
1130
Verdence Capital Advisors
Maryland
$443K -$5.03K -11 -1%
FFA
1131
Founders Financial Alliance
North Carolina
$441K +$12.8K +28 +3%
EHC
1132
Everett Harris & Co
California
$439K – – –
RIM
1133
Regent Investment Management
Kentucky
$437K – – –
CCM
1134
Compton Capital Management
Rhode Island
$434K – – –
CCM
1135
Carlson Capital Management
Minnesota
$433K -$17.4K -38 -4%
EGM
1136
Engineers Gate Manager
New York
$431K +$418K +913 New
AC
1137
Annandale Capital
Texas
$426K – – –
SF
1138
Summit Financial
New Jersey
$425K +$69.1K +151 +20%
FF
1139
FourThought Financial
Florida
$425K -$39.3K -86 -9%
CB
1140
Community Bank
New York
$425K – – –
PFA
1141
Plotkin Financial Advisors
Maryland
$425K – – –
TWM
1142
TriaGen Wealth Management
California
$424K – – –
WJWM
1143
Williams Jones Wealth Management
New York
$424K – – –
FA
1144
Fiducient Advisors
Illinois
$422K +$409K +895 New
MWM
1145
Mission Wealth Management
California
$422K +$409K +895 New
MC
1146
Montag & Caldwell
Georgia
$415K – – –
WA
1147
Wealth Alliance
New York
$414K -$16.5K -36 -4%
FAFN
1148
First Affirmative Financial Network
Colorado
$414K +$8.69K +19 +2%
JLBC
1149
J.L. Bainbridge & Co
Florida
$411K – – –
PT
1150
Plimoth Trust
Massachusetts
$408K -$18.3K -40 -4%
44 45
46
47 48