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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1126
Conning Inc
Connecticut
$1.01M -$353K -690 -26%
CA
1127
Claro Advisors
Massachusetts
$1.01M +$156K +306 +18%
IWM
1128
IHT Wealth Management
Illinois
$1.01M -$58.8K -115 -5%
FFS
1129
Founders Financial Securities
Maryland
$999K +$125K +245 +13%
DCM
1130
Dimension Capital Management
Florida
$999K +$8.69K +17 +0.9%
RA
1131
RiverPark Advisors
New York
$996K +$289K +565 +41%
OWA
1132
Outlook Wealth Advisors
Texas
$993K – – –
GFP
1133
Gryphon Financial Partners
Ohio
$992K +$96.6K +189 +11%
PPWP
1134
Premier Path Wealth Partners
New Jersey
$990K +$50.6K +99 +5%
SI
1135
Seeds Investor
New York
$988K +$24.5K +48 +3%
VFA
1136
Values First Advisors
Tennessee
$986K -$91K -178 -8%
AF
1137
Allworth Financial
California
$983K +$47K +92 +5%
SC
1138
Skylands Capital
Wisconsin
$983K -$15.3K -30 -2%
CBA
1139
Coastal Bridge Advisors
Connecticut
$981K +$987K +1,931 New
FPAS
1140
Focus Partners Advisor Solutions
Missouri
$977K +$523K +1,023 +114%
MW
1141
Marcum Wealth
Ohio
$973K +$7.15K +14 +0.7%
GCA
1142
Greenwood Capital Associates
South Carolina
$971K – – –
GWAM
1143
Guardian Wealth Advisors (Minnesota)
Minnesota
$968K +$39.3K +77 +4%
TW
1144
TritonPoint Wealth
Maryland
$965K +$59.8K +117 +7%
WTB
1145
Washington Trust Bank
Washington
$964K +$8.69K +17 +0.9%
OWA
1146
One Wealth Advisors
California
$960K +$229K +448 +31%
BA
1147
Bridgewater Advisors
New York
$960K +$997K +1,952 New
SW
1148
SlateStone Wealth
Florida
$955K -$173K -339 -15%
RCA
1149
Roberts Capital Advisors
Colorado
$952K – – –
SPC
1150
Spirepoint Private Client
Florida
$952K -$409K -801 -30%
44 45
46
47 48