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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1476
Bell Investment Advisors
California
$352K +$990 +2 +0.3%
JLBC
1477
J.L. Bainbridge & Co
Florida
$352K – – –
G
1478
Gainplan
Michigan
$351K – – –
TW
1479
Traveka Wealth
California
$348K +$22.8K +46 +7%
CPA
1480
Capital Planning Advisors
California
$347K +$2.47K +5 +0.8%
PWS
1481
Peterson Wealth Services
Utah
$346K +$36.1K +73 +12%
OP
1482
ORG Partners
Indiana
$345K -$233K -471 -41%
BPFA
1483
Barnes Pettey Financial Advisors
Mississippi
$344K -$15.8K -32 -5%
SP
1484
Stablepoint Partners
Massachusetts
$344K – – –
FI
1485
Financial Insights
Washington
$344K -$335K -677 -50%
OC
1486
Oarsman Capital
Wisconsin
$341K +$36.6K +74 +13%
VFA
1487
Values First Advisors
Tennessee
$339K +$990 +2 +0.3%
PCS
1488
Personal CFO Solutions
New Jersey
$338K +$6.43K +13 +2%
CWM
1489
Compass Wealth Management
Connecticut
$337K – – –
PPW
1490
Pasadena Private Wealth
California
$337K – – –
WANY
1491
Wealthspire Advisors (New York)
New York
$337K -$9.9K -20 -3%
IFS
1492
Ifrah Financial Services
Arkansas
$337K -$8.91K -18 -3%
TFM
1493
TFC Financial Management
Massachusetts
$337K +$9.9K +20 +3%
LI
1494
Lafayette Investments
Maryland
$337K +$495 +1 +0.2%
ACM
1495
Avalon Capital Management
California
$337K +$1.49K +3 +0.5%
FA
1496
Financial Alternatives
California
$335K +$49.5K +100 +18%
EWA
1497
EverSource Wealth Advisors
Alabama
$335K +$102K +207 +47%
JWCA
1498
J.W. Cole Advisors
Florida
$334K +$320K +646 New
WWS
1499
Wellington Wealth Strategies
Indiana
$331K +$341K +689 New
KFS
1500
Keynote Financial Services
Connecticut
$331K -$64.3K -130 -17%
58 59
60
61 62