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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1126
Roberts Capital Advisors
Colorado
$933K – – –
ECA
1127
Elevated Capital Advisors
Utah
$932K -$507 -1 -0.1%
FC
1128
Forte Capital
New York
$932K -$39.1K -77 -4%
FW
1129
FullCircle Wealth
Texas
$931K -$36.5K -72 -4%
CSPIA
1130
Cary Street Partners Investment Advisory
Virginia
$929K -$1.51M -2,985 -62%
BC
1131
Burney Company
Virginia
$928K +$241K +474 +34%
GWM
1132
Geneos Wealth Management
Colorado
$923K +$1.52K +3 +0.2%
PPWP
1133
Premier Path Wealth Partners
New Jersey
$921K +$2.03K +4 +0.2%
FFS
1134
Founders Financial Securities
Maryland
$916K +$44.7K +88 +5%
EWM
1135
EPG Wealth Management
Georgia
$914K +$931K +1,834 New
MWP
1136
Meridian Wealth Partners
Pennsylvania
$913K +$2.03K +4 +0.2%
GWAM
1137
Guardian Wealth Advisors (Minnesota)
Minnesota
$911K -$27.4K -54 -3%
EFM
1138
E Fund Management
China
$907K -$86.3K -170 -9%
RCM
1139
Radnor Capital Management
Pennsylvania
$905K – – –
TAM
1140
Trillium Asset Management
Massachusetts
$902K +$2.54K +5 +0.3%
BHWM
1141
Bar Harbor Wealth Management
New Hampshire
$902K -$254K -500 -22%
SFSG
1142
Sound Financial Strategies Group
Mississippi
$900K +$102K +201 +13%
CI
1143
CX Institutional
Indiana
$900K -$9.64K -19 -1%
FAIM
1144
Financial Advocates Investment Management
Washington
$898K -$22.3K -44 -2%
LIM
1145
Leavell Investment Management
Alabama
$896K -$14.7K -29 -2%
FWP
1146
Forefront Wealth Partners
Texas
$888K +$905K +1,783 New
TW
1147
TritonPoint Wealth
Maryland
$888K +$25.9K +51 +3%
SMA
1148
Sage Mountain Advisors
Georgia
$887K +$120K +236 +15%
OWA
1149
Opal Wealth Advisors
New York
$887K +$15.2K +30 +2%
SCM
1150
Sirios Capital Management
Massachusetts
$886K -$427K -842 -32%
44 45
46
47 48