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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1126
Icon Wealth Partners
Texas
$633K +$628K +1,542 New
MHC
1127
Meyer Handelman Company
New York
$626K +$621K +1,525 New
ST
1128
Spinnaker Trust
Maine
$622K -$61.1K -150 -9%
WP
1129
WMS Partners
Maryland
$618K -$1.08M -2,661 -64%
IAN
1130
Integrated Advisors Network
Texas
$618K +$141K +345 +30%
HCMT
1131
Highland Capital Management (Tennessee)
Tennessee
$615K – – –
HPWM
1132
Highland Private Wealth Management
Washington
$615K +$219K +538 +56%
CWM
1133
Circle Wealth Management
New Jersey
$614K +$62.7K +154 +11%
NRW
1134
Nova R Wealth
Kansas
$612K – – –
BAAM
1135
Baker Avenue Asset Management
California
$611K -$305K -749 -33%
FC
1136
Forte Capital
New York
$607K – – –
EP
1137
Eudaimonia Partners
Tennessee
$600K +$596K +1,463 New
SS
1138
Sunbelt Securities
Texas
$598K -$47.7K -117 -8%
KF
1139
Krilogy Financial
Missouri
$598K +$594K +1,458 New
PI
1140
Putnam Investments
Massachusetts
$594K +$174K +427 +42%
HCC
1141
Hirtle Callaghan & Co
Pennsylvania
$594K +$590K +1,448 New
PWP
1142
Principle Wealth Partners
Connecticut
$588K +$49.7K +122 +9%
BHTS
1143
Bar Harbor Trust Services
Maine
$581K +$12.6K +31 +2%
BONH
1144
Bank of New Hampshire
New Hampshire
$580K +$7.33K +18 +1%
AWM
1145
Axxcess Wealth Management
California
$574K +$236K +579 +71%
AP
1146
Americana Partners
Texas
$573K +$702K +1,724 New
ACM
1147
Advisors Capital Management
New Jersey
$571K +$51.3K +126 +10%
WA
1148
Wambolt & Associates
Colorado
$565K -$8.15K -20 -1%
TFP
1149
Tilia Fiduciary Partners
North Carolina
$565K -$2.44K -6 -0.4%
WB
1150
WesBanco Bank
West Virginia
$564K +$28.5K +70 +5%
44 45
46
47 48