S&P Global

SPGI

Capitalización de mercado USD 130 mil M

#	Nombre	Posición	Valor operado	Cambio en acciones	Cambio en la participación
1926	1926 PlanVest Financial Gaithersburg, Maryland	USD 10.2 k	–	–	–
1927	1927 First Bancorp Damariscotta, Maine	USD 10.2 k	+USD 10.6 k	+25	Nuevas
1928	1928 ORG Wealth Partners Dallas, Texas	USD 10.2 k	-USD 160 k	-378	-94%
1929	1929 Acumen Wealth Advisors Chattanooga, Tennessee	USD 9.8 k	+USD 10.1 k	+24	Nuevas
1930	1930 Evolution Wealth Management Fort Myers, Florida	USD 9.8 k	+USD 1.69 k	+4	+20%
1931	1931 Marshall Investment Management Littleton, Colorado	USD 9.37 k	+USD 9.7 k	+23	Nuevas
1932	1932 Napier Financial Braintree, Massachusetts	USD 8.96 k	-USD 5.07 k	-12	-35%
1933	1933 Advocate Investing Services Woodbine, Maryland	USD 8.96 k	–	–	–
1934	1934 HFM Investment Advisors Glassboro, New Jersey	USD 8.55 k	+USD 2.11 k	+5	+31%
1935	1935 LifeSteps Financial Claremont, California	USD 8.55 k	+USD 8.87 k	+21	Nuevas
1936	1936 Atomic Invest New York	USD 8.27 k	-USD 3.8 k	-9	-31%
1937	1937 RMG Wealth Management Platteville, Wisconsin	USD 8.2 k	–	–	–
1938	1938 Beaird Harris Wealth Management Dallas, Texas	USD 8.15 k	–	–	–
1939	1939 Cedar Mountain Advisors Lake Oswego, Oregon	USD 8.14 k	–	–	–
1940	1940 Abound Wealth Management Franklin, Tennessee	USD 8.12 k	-USD 15.6 k	-37	-65%
1941	1941 Activest Wealth Management Aventure, Florida	USD 7.74 k	-USD 5.49 k	-13	-41%
1942	1942 Copia Wealth Management Bend, Oregon	USD 7.74 k	–	–	–
1943	1943 Glen Eagle Advisors Kingston, New Jersey	USD 7.74 k	–	–	–
1944	1944 IMA Advisory Services Denver, Colorado	USD 7.74 k	+USD 3.38 k	+8	+73%
1945	1945 Principia Wealth Advisory Dallas, Texas	USD 7.33 k	+USD 2.11 k	+5	+38%
1946	1946 Gleason Group Prospect, Kentucky	USD 7.33 k	+USD 7.6 k	+18	Nuevas
1947	1947 Planning Strategies Lancaster, Pennsylvania	USD 7.33 k	+USD 7.6 k	+18	Nuevas
1948	1948 Pacifica Partners Surrey, Canada	USD 7.04 k	–	–	–
1949	1949 Gables Capital Management Miami, Florida	USD 6.93 k	–	–	–
1950	APW 1950 Allied Private Wealth Boca Raton, Florida	USD 6.91 k	+USD 6.76 k	+16	Nuevas

S&P Global SPGI Capitalización de mercado USD 130 mil M

S&P Global

SPGI

Capitalización de mercado USD 130 mil M