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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCP
1151
Foster Dykema Cabot & Partners
Massachusetts
$722K – – –
VEA
1152
Virtus ETF Advisers
New York
$722K +$736K +1,697 New
IFWM
1153
Institute for Wealth Management
Colorado
$721K +$226K +521 +44%
PP
1154
PDS Planning
Ohio
$717K +$35.5K +82 +5%
FCP
1155
Fidelis Capital Partners
Florida
$715K +$31.2K +72 +4%
AIM
1156
Arcadia Investment Management
Michigan
$715K – – –
SP
1157
Stonebrook Private
Michigan
$710K +$59.4K +137 +9%
DTC
1158
Davidson Trust Company
Washington
$710K -$26.4K -61 -4%
AC
1159
Avestar Capital
New York
$706K +$98.8K +228 +16%
BIC
1160
Beach Investment Counsel
Pennsylvania
$705K – – –
IWA
1161
Icon Wealth Advisors
Texas
$700K +$576K +1,328 +419%
FI
1162
Financial Insights
Washington
$699K -$102K -235 -13%
ECA
1163
Elevated Capital Advisors
Utah
$697K +$45.5K +105 +7%
BWM
1164
Baron Wealth Management
Michigan
$693K +$1.3K +3 +0.2%
PPWP
1165
Premier Path Wealth Partners
New Jersey
$691K -$16.5K -38 -2%
CW
1166
CreativeOne Wealth
Kansas
$690K +$353K +815 +101%
SC
1167
Sepio Capital
Utah
$689K -$27.7K -64 -4%
FFS
1168
Founders Financial Securities
Maryland
$689K -$357K -823 -34%
IIM
1169
Intact Investment Management
Quebec, Canada
$681K +$693K +1,600 New
CBT
1170
CoreFirst Bank & Trust
Kansas
$678K – – –
CG
1171
Cynosure Group
Utah
$676K -$1.39M -3,204 -67%
CP
1172
Covenant Partners
Tennessee
$673K -$66.7K -154 -9%
BTI
1173
Blue Trust Inc
Georgia
$672K -$139K -321 -17%
IIC
1174
Ironwood Investment Counsel
Arizona
$669K -$27.7K -64 -4%
MIM
1175
Moseley Investment Management
Florida
$668K – – –
45 46
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48 49