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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
1201
Hancock Whitney
Mississippi
$794K -$45K -84 -5%
GIM
1202
Generali Investments Management
Slovenia
$790K +$189K +353 +28%
VCWM
1203
Vista Cima Wealth Management
Arizona
$789K +$614K +1,146 +241%
CIA
1204
Capital Investment Advisors
Georgia
$785K +$3.21K +6 +0.4%
VAS
1205
Valicenti Advisory Services
New York
$779K +$857K +1,600 New
LCM
1206
Landscape Capital Management
New Jersey
$779K -$1.43M -2,667 -63%
AW
1207
Alteri Wealth
California
$778K -$19.3K -36 -2%
CI
1208
Conning Inc
Connecticut
$775K -$183K -342 -18%
1C
1209
111 Capital
France
$774K +$852K +1,591 New
CP
1210
Covenant Partners
Tennessee
$769K – – –
IFWM
1211
Institute for Wealth Management
Colorado
$768K +$21.4K +40 +3%
MIM
1212
Moseley Investment Management
Florida
$766K – – –
DLA
1213
Douglas Lane & Associates
New York
$764K -$85.7K -160 -9%
BCM
1214
Boreal Capital Management
Florida
$761K +$132K +247 +19%
RWPA
1215
Richard W. Paul & Associates
Michigan
$759K +$64.3K +120 +8%
OWA
1216
Opal Wealth Advisors
New York
$757K +$19.3K +36 +2%
WPW
1217
Waldron Private Wealth
Pennsylvania
$757K +$107K +199 +15%
SL
1218
SFM LLC
New Hampshire
$757K -$6.43K -12 -0.8%
CWM
1219
Circle Wealth Management
New Jersey
$754K +$176K +328 +27%
USCWA
1220
U.S. Capital Wealth Advisors
Texas
$753K +$11.8K +22 +1%
SPA
1221
Sherbrooke Park Advisers
New York
$750K +$825K +1,541 New
ICP
1222
Interchange Capital Partners
Pennsylvania
$748K +$197K +367 +31%
ECA
1223
Elevated Capital Advisors
Utah
$748K -$129K -241 -14%
WFI
1224
West Family Investments
California
$747K +$10.2K +19 +1%
HPM
1225
Hoxton Planning & Management
West Virginia
$742K -$4.82K -9 -0.6%
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