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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1176
Baron Wealth Management
Michigan
$966K -$30.2K -61 -3%
TAM
1177
Trillium Asset Management
Massachusetts
$961K – – –
CPW
1178
Crestmont Private Wealth
Texas
$961K -$29.2K -59 -3%
PP
1179
PDS Planning
Ohio
$959K -$56.9K -115 -6%
BBP
1180
Banco BTG Pactual
Brazil
$957K +$243K +491 +37%
GWAM
1181
Guardian Wealth Advisors (Minnesota)
Minnesota
$957K +$19.3K +39 +2%
RCM
1182
Radnor Capital Management
Pennsylvania
$950K – – –
OPW
1183
Osprey Private Wealth
New York
$944K +$332K +672 +59%
SC
1184
Sepio Capital
Utah
$943K +$26.2K +53 +3%
VFA
1185
Voya Financial Advisors
Connecticut
$943K -$65.8K -133 -7%
GCA
1186
Greenwood Capital Associates
South Carolina
$943K +$990 +2 +0.1%
LIM
1187
Leavell Investment Management
Alabama
$942K – – –
CIA
1188
Capital Investment Advisors
Georgia
$941K +$93K +188 +12%
LIA
1189
Limestone Investment Advisors
New York
$941K +$891K +1,800 New
FFS
1190
Founders Financial Securities
Maryland
$940K -$107K -216 -11%
FWP
1191
Forefront Wealth Partners
Texas
$934K +$990 +2 +0.1%
OWA
1192
One Wealth Advisors
California
$932K -$89.6K -181 -9%
KP
1193
Keel Point
Alabama
$931K -$19.8K -40 -2%
RMCM
1194
Reynders McVeigh Capital Management
Massachusetts
$931K -$658K -1,329 -43%
SC
1195
Skylands Capital
Wisconsin
$930K -$1.04M -2,100 -54%
BFA
1196
Beaumont Financial Advisors
Massachusetts
$930K +$5.94K +12 +0.7%
EPW
1197
Evolve Private Wealth
California
$928K +$879K +1,776 New
MWP
1198
Meridian Wealth Partners
Pennsylvania
$926K -$495 -1 -0.1%
TWP
1199
Tyche Wealth Partners
Texas
$922K +$567K +1,145 +185%
TPA
1200
Trivium Point Advisory
Connecticut
$921K -$192K -389 -18%
46 47
48
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