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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1126
Golden State Equity Partners
California
$908K -$458K -926 -35%
DLA
1127
Douglas Lane & Associates
New York
$907K -$14.8K -30 -2%
IIM
1128
Ironwood Investment Management
Massachusetts
$907K -$990 -2 -0.1%
FFS
1129
Founders Financial Securities
Maryland
$905K +$33.2K +67 +4%
OWA
1130
Opal Wealth Advisors
New York
$905K – – –
RSC
1131
Red Spruce Capital
Pennsylvania
$902K -$49K -99 -5%
AWM
1132
Aspire Wealth Management
Massachusetts
$898K – – –
MCM
1133
Mendel Capital Management
Arkansas
$898K +$20.8K +42 +2%
CM
1134
Columbus Macro
Pennsylvania
$898K -$15.8K -32 -2%
TW
1135
TrinityPoint Wealth
Connecticut
$888K -$70.8K -143 -8%
TW
1136
TritonPoint Wealth
Maryland
$888K -$15.8K -32 -2%
LCM
1137
Legato Capital Management
California
$886K – – –
NFSG
1138
Newbridge Financial Services Group
Florida
$884K +$517K +1,044 +157%
EFL
1139
ERn Financial LLC
Wisconsin
$880K -$17.8K -36 -2%
MOS
1140
MGO One Seven
Ohio
$880K -$48K -97 -5%
HBS
1141
Howard Bailey Securities
Indiana
$880K +$843K +1,704 New
IDBONY
1142
Israel Discount Bank of New York
New York
$878K – – –
WPC
1143
Waters Parkerson & Co
Louisiana
$878K – – –
DT
1144
Diversified Trust
Tennessee
$873K +$243K +492 +41%
FW
1145
FullCircle Wealth
Texas
$872K +$10.4K +21 +1%
WLG
1146
Williamson Legacy Group
Indiana
$869K +$832K +1,682 New
PP
1147
PDS Planning
Ohio
$868K +$33.7K +68 +4%
AIM
1148
Arcadia Investment Management
Michigan
$868K – – –
CP
1149
Covenant Partners
Tennessee
$867K +$48.5K +98 +6%
MCI
1150
MRP Capital Investments
Georgia
$866K -$60.4K -122 -7%
44 45
46
47 48