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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1201
Harbor Investment Advisory
Maryland
$522K +$56.8K +144 +14%
PE
1202
Point72 Europe
United Kingdom
$521K +$467K +1,183 New
GI
1203
GAMMA Investing
California
$520K +$458K +1,160 New
HWMA
1204
Heritage Wealth Management (Arizona)
Arizona
$520K +$466K +1,180 New
SPC
1205
Sigma Planning Corp
Michigan
$518K -$275K -698 -37%
IFWM
1206
Institute for Wealth Management
Colorado
$517K +$6.31K +16 +1%
LAS
1207
LWM Advisory Services
Florida
$517K -$5.53K -14 -1%
WC
1208
Waterloo Capital
Texas
$515K +$462K +1,170 New
TFP
1209
Tilia Fiduciary Partners
North Carolina
$515K -$8.68K -22 -2%
WB
1210
WesBanco Bank
West Virginia
$512K -$89.2K -226 -16%
HIP
1211
HUB Investment Partners
Texas
$512K +$459K +1,163 New
SS
1212
Sunbelt Securities
Texas
$512K -$17.4K -44 -4%
FIB
1213
First Interstate Bank
Montana
$509K – – –
GC
1214
Gilbert & Cook
Iowa
$507K +$32.8K +83 +8%
CFA
1215
CWS Financial Advisors
Michigan
$506K -$56.4K -143 -11%
CP
1216
Coho Partners
Pennsylvania
$506K +$453K +1,149 New
PA
1217
Procyon Advisors
Connecticut
$505K +$53.3K +135 +13%
NP
1218
Nilsine Partners
Colorado
$504K -$137K -348 -23%
1W
1219
1776 Wealth
Georgia
$500K – – –
BBWP
1220
Beacon Bridge Wealth Partners
Pennsylvania
$499K +$395 +1 +0.1%
FAFN
1221
First Affirmative Financial Network
Colorado
$498K -$17.8K -45 -4%
CA
1222
Centerpoint Advisors
Massachusetts
$496K -$41K -104 -8%
OWA
1223
One Wealth Advisors
California
$495K +$3.16K +8 +0.7%
ACL
1224
Applied Capital LLC
Florida
$494K -$58.8K -149 -12%
EA
1225
Everpar Advisors
Oklahoma
$494K +$442K +1,121 New
47 48
49
50 51