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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SBCM
1126
Silverberg Bernstein Capital Management
New York
$973K – – –
MC
1127
Moors & Cabot
Massachusetts
$973K -$108K -202 -9%
FCP
1128
Fidelis Capital Partners
Florida
$970K +$63.7K +119 +6%
MCA
1129
Magnolia Capital Advisors
Mississippi
$968K -$8.57K -16 -0.8%
IWM
1130
IHT Wealth Management
Illinois
$968K -$6.96K -13 -0.7%
BA
1131
Bridgewater Advisors
New York
$958K +$18.2K +34 +2%
OFS
1132
Orrstown Financial Services
Pennsylvania
$957K +$199K +372 +23%
OWA
1133
One Wealth Advisors
California
$956K +$36.9K +69 +4%
VWM
1134
Venturi Wealth Management
Texas
$953K -$235K -439 -18%
OWA
1135
Outlook Wealth Advisors
Texas
$951K -$4.28K -8 -0.4%
PP
1136
PDS Planning
Ohio
$949K +$23K +43 +2%
SP
1137
Stonebrook Private
Michigan
$948K -$45K -84 -4%
FFA
1138
First Foundation Advisors
California
$943K -$2.28M -4,263 -69%
PPWM
1139
Paragon Private Wealth Management
Kentucky
$942K +$334K +624 +48%
OM
1140
OV Management
Minnesota
$940K -$1.07K -2 -0.1%
VFA
1141
Voya Financial Advisors
Connecticut
$939K -$27.8K -52 -3%
SI
1142
Seeds Investor
New York
$938K -$33.7K -63 -3%
RCAG
1143
Rehmann Capital Advisory Group
Michigan
$937K +$11.8K +22 +1%
AC
1144
AlphaCore Capital
California
$937K -$31.6K -59 -3%
BWM
1145
Baron Wealth Management
Michigan
$929K -$142K -266 -12%
BWP
1146
BSW Wealth Partners
Colorado
$929K +$45K +84 +5%
CPW
1147
Crestmont Private Wealth
Texas
$923K +$115K +215 +13%
VFA
1148
Values First Advisors
Tennessee
$923K -$14.5K -27 -1%
SW
1149
SlateStone Wealth
Florida
$921K +$9.1K +17 +0.9%
EWA
1150
EverSource Wealth Advisors
Alabama
$921K -$20.3K -38 -2%
44 45
46
47 48