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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1201
Tyche Wealth Partners
Texas
$922K +$567K +1,145 +185%
TPA
1202
Trivium Point Advisory
Connecticut
$921K -$192K -389 -18%
MC
1203
Moors & Cabot
Massachusetts
$918K -$121K -244 -12%
SRS
1204
Strong Retirement Solutions
Washington
$913K +$864K +1,747 New
SMA
1205
Seven Mile Advisory
New Jersey
$912K +$541K +1,094 +168%
TSMHT
1206
Thurston Springer Miller Herd & Titak
Indiana
$911K +$604K +1,221 +233%
BOSSRA
1207
B.O.S.S. Retirement Advisors
Utah
$910K -$1.15M -2,323 -57%
BHWM
1208
Bar Harbor Wealth Management
New Hampshire
$910K -$6.93K -14 -0.8%
ST
1209
Spinnaker Trust
Maine
$910K – – –
RA
1210
RiverPark Advisors
New York
$909K -$61.8K -125 -7%
NPT
1211
National Philanthropic Trust
Pennsylvania
$906K +$642K +1,297 +297%
DTC
1212
Davidson Trust Company
Washington
$903K +$11.9K +24 +1%
SPC
1213
Spirepoint Private Client
Florida
$893K +$990 +2 +0.1%
EV
1214
EJMK Ventures
Illinois
$892K +$845K +1,707 New
FAL
1215
Focused Alpha LLC
Colorado
$892K +$844K +1,706 New
IDBONY
1216
Israel Discount Bank of New York
New York
$888K – – –
WPC
1217
Waters Parkerson & Co
Louisiana
$888K – – –
IWA
1218
Invera Wealth Advisors
Oregon
$888K -$12.9K -26 -2%
EP
1219
Edgestream Partners
New Jersey
$887K -$354K -715 -30%
CWA
1220
CM Wealth Advisors
Ohio
$885K +$838K +1,693 New
AIA
1221
AssuredPartners Investment Advisors
Florida
$884K +$407K +823 +95%
OHWP
1222
Oak Harbor Wealth Partners
North Carolina
$882K +$82.1K +166 +11%
PCM
1223
Penserra Capital Management
California
$882K -$1.07M -2,154 -56%
AIM
1224
Arcadia Investment Management
Michigan
$880K +$1.48K +3 +0.2%
CNBT
1225
Canandaigua National Bank & Trust
New York
$872K -$614K -1,241 -43%
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