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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
OM
1126
OV Management
Minnesota
$1.02M -$1.47M -2,938 -60%
FFS
1127
Founders Financial Securities
Maryland
$1.02M -$76.4K -153 -7%
EWA
1128
EverSource Wealth Advisors
Alabama
$1.02M +$268K +537 +39%
VFA
1129
Voya Financial Advisors
Connecticut
$1.02M -$329K -660 -25%
SAW
1130
Signal Advisors Wealth
Michigan
$1.01M +$546K +1,095 +132%
VFA
1131
Values First Advisors
Tennessee
$1.01M -$10.5K -21 -1%
PCA
1132
Pallas Capital Advisors
Massachusetts
$1.01M +$536K +1,073 +128%
PP
1133
PDS Planning
Ohio
$1.01M +$31.4K +63 +3%
RCAG
1134
Rehmann Capital Advisory Group
Michigan
$1M -$87.3K -175 -8%
SC
1135
Soundwatch Capital
Connecticut
$1M +$807K +1,618 New
RA
1136
RiverPark Advisors
New York
$999K -$32.4K -65 -3%
OWA
1137
One Wealth Advisors
California
$999K +$2.99K +6 +0.3%
JSW
1138
Journey Strategic Wealth
New Jersey
$997K +$294K +590 +45%
SMA
1139
Sage Mountain Advisors
Georgia
$997K +$15K +30 +2%
SW
1140
SlateStone Wealth
Florida
$989K -$2.5K -5 -0.3%
RCA
1141
Roberts Capital Advisors
Colorado
$988K – – –
CPIG
1142
Chicago Partners Investment Group
Illinois
$988K +$124K +248 +15%
FW
1143
FullCircle Wealth
Texas
$984K +$8.98K +18 +1%
WTB
1144
Washington Trust Bank
Washington
$983K -$16.5K -33 -2%
ACM
1145
Allred Capital Management
Texas
$980K +$30.9K +62 +3%
ACM
1146
Advisors Capital Management
New Jersey
$979K +$38.9K +78 +4%
NCM
1147
Northside Capital Management
Oregon
$975K +$923K +1,849 New
SPC
1148
Spirepoint Private Client
Florida
$972K -$14.5K -29 -2%
TAM
1149
Trillium Asset Management
Massachusetts
$969K +$13.5K +27 +1%
BWP
1150
BSW Wealth Partners
Colorado
$962K -$4.49K -9 -0.5%
44 45
46
47 48