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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
1201
Crestmont Private Wealth
Texas
$836K +$94.5K +185 +13%
IC
1202
Iconiq Capital
California
$836K +$113K +221 +16%
KWA
1203
Kingswood Wealth Advisors
California
$836K -$234K -457 -22%
JCM
1204
Jacobsen Capital Management
Utah
$835K +$9.71K +19 +1%
AA
1205
Alta Advisers
United Kingdom
$832K +$307K +600 +58%
HW
1206
Hancock Whitney
Mississippi
$830K +$38.3K +75 +5%
SL
1207
SFM LLC
New Hampshire
$830K +$170K +332 +26%
FW
1208
FullCircle Wealth
Texas
$829K +$6.64K +13 +0.8%
SLG
1209
Stanley-Laman Group
Pennsylvania
$829K +$542K +1,061 +186%
FFO
1210
Fiduciary Family Office
Florida
$827K +$832K +1,628 New
CPIG
1211
Chicago Partners Investment Group
Illinois
$825K +$100K +196 +14%
MP
1212
Mangrove Partners
Connecticut
$824K – – –
SPC
1213
Sigma Planning Corp
Michigan
$821K +$96.1K +188 +13%
KP
1214
Keel Point
Alabama
$820K +$51.6K +101 +7%
LCM
1215
Landscape Capital Management
New Jersey
$818K -$35.8K -70 -4%
BIC
1216
Beach Investment Counsel
Pennsylvania
$813K – – –
IFWM
1217
Institute for Wealth Management
Colorado
$813K +$2.56K +5 +0.3%
MLA
1218
My Legacy Advisors
Oregon
$805K +$28.1K +55 +4%
CP
1219
Covenant Partners
Tennessee
$803K -$14.8K -29 -2%
IIC
1220
Ironwood Investment Counsel
Arizona
$802K +$12.8K +25 +2%
FAM
1221
Formidable Asset Management
Ohio
$801K – – –
MIM
1222
Moseley Investment Management
Florida
$799K – – –
MA
1223
Mutual Advisors
Nebraska
$796K +$86.4K +169 +11%
HPM
1224
Hoxton Planning & Management
West Virginia
$796K +$10.2K +20 +1%
LWAM
1225
Legacy Wealth Asset Management
Minnesota
$790K -$23.5K -46 -3%
47 48
49
50 51