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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
1151
Jericho Financial
Ohio
$883K +$899K +1,772 New
IIM
1152
Ironwood Investment Management
Massachusetts
$882K +$7.61K +15 +0.9%
EFL
1153
ERn Financial LLC
Wisconsin
$879K +$31.5K +62 +4%
GFP
1154
Gryphon Financial Partners
Ohio
$878K -$325K -640 -27%
GS
1155
GTS Securities
Florida
$876K -$1.7M -3,351 -66%
CT
1156
Chicago Trust
Illinois
$876K -$10.1K -20 -1%
DLA
1157
Douglas Lane & Associates
New York
$874K – – –
MCM
1158
Mendel Capital Management
Arkansas
$870K +$4.57K +9 +0.5%
VAS
1159
Vestmark Advisory Solutions
Massachusetts
$868K +$73.1K +144 +9%
TW
1160
TrinityPoint Wealth
Connecticut
$865K +$9.13K +18 +1%
BCM
1161
Bourgeon Capital Management
Connecticut
$864K +$880K +1,734 New
ACM
1162
Allred Capital Management
Texas
$862K +$160K +316 +22%
EP
1163
Edgestream Partners
New Jersey
$861K +$597K +1,177 +213%
GAM
1164
Griffin Asset Management
New York
$859K -$25.4K -50 -3%
NFSG
1165
Newbridge Financial Services Group
Florida
$857K +$5.07K +10 +0.6%
WPC
1166
Waters Parkerson & Co
Louisiana
$851K +$4.57K +9 +0.5%
SB
1167
Sunflower Bank
Texas
$851K +$22.8K +45 +3%
APW
1168
Aventura Private Wealth
Florida
$848K +$864K +1,702 New
IDBONY
1169
Israel Discount Bank of New York
New York
$847K – – –
LCWP
1170
Legacy Capital Wealth Partners
Arkansas
$846K -$951K -1,875 -52%
BMCM
1171
Bryn Mawr Capital Management
Pennsylvania
$845K +$94.4K +186 +12%
PP
1172
PDS Planning
Ohio
$845K +$7.61K +15 +0.9%
OL
1173
Optas LLC
Texas
$843K +$435K +858 +103%
GA
1174
Geller Advisors
New York
$842K +$21.3K +42 +3%
CA
1175
Claro Advisors
Massachusetts
$837K -$177K -349 -17%
45 46
47
48 49