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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
1151
Virtus ETF Advisers
New York
$722K +$736K +1,697 New
IFWM
1152
Institute for Wealth Management
Colorado
$721K +$226K +521 +44%
PP
1153
PDS Planning
Ohio
$717K +$35.5K +82 +5%
FCP
1154
Fidelis Capital Partners
Florida
$715K +$31.2K +72 +4%
AIM
1155
Arcadia Investment Management
Michigan
$715K – – –
SP
1156
Stonebrook Private
Michigan
$710K +$59.4K +137 +9%
DTC
1157
Davidson Trust Company
Washington
$710K -$26.4K -61 -4%
AC
1158
Avestar Capital
New York
$706K +$98.8K +228 +16%
BIC
1159
Beach Investment Counsel
Pennsylvania
$705K – – –
IWA
1160
Icon Wealth Advisors
Texas
$700K +$576K +1,328 +419%
FI
1161
Financial Insights
Washington
$699K -$102K -235 -13%
ECA
1162
Elevated Capital Advisors
Utah
$697K +$45.5K +105 +7%
BWM
1163
Baron Wealth Management
Michigan
$693K +$1.3K +3 +0.2%
PPWP
1164
Premier Path Wealth Partners
New Jersey
$691K -$16.5K -38 -2%
CW
1165
CreativeOne Wealth
Kansas
$690K +$353K +815 +101%
SC
1166
Sepio Capital
Utah
$689K -$27.7K -64 -4%
FFS
1167
Founders Financial Securities
Maryland
$689K -$357K -823 -34%
IIM
1168
Intact Investment Management
Quebec, Canada
$681K +$693K +1,600 New
CBT
1169
CoreFirst Bank & Trust
Kansas
$678K – – –
CG
1170
Cynosure Group
Utah
$676K -$1.39M -3,204 -67%
CP
1171
Covenant Partners
Tennessee
$673K -$66.7K -154 -9%
BTI
1172
Blue Trust Inc
Georgia
$672K -$139K -321 -17%
IIC
1173
Ironwood Investment Counsel
Arizona
$669K -$27.7K -64 -4%
MIM
1174
Moseley Investment Management
Florida
$668K – – –
GL
1175
Graypoint LLC
New York
$668K +$52K +120 +8%
45 46
47
48 49