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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NIC
1501
Northwest Investment Counselors
Oregon
$8K +$7.78K +17 New
MIFH
1502
Migdal Insurance & Financial Holdings
Israel
$8K +$8.23K +18 New
ONST
1503
Old North State Trust
North Carolina
$8K +$8.23K +18 New
HI
1504
Harbour Investments
Wisconsin
$7K -$419K -915 -98%
GI
1505
Gradient Investments
Minnesota
$7K – – –
SC
1506
Schubert & Co
Texas
$7K +$6.86K +15 New
HDIM
1507
Hanson & Doremus Investment Management
Vermont
$6K – – –
PCA
1508
Providence Capital Advisors
North Carolina
$6K – – –
TF
1509
Tompkins Financial
New York
$6K +$5.95K +13 New
MG
1510
MilWealth Group
Wisconsin
$4.25K – – –
SC
1511
Stephens Consulting
Michigan
$4.25K +$4.12K +9 New
CP
1512
Corbenic Partners
Pennsylvania
$4K – – –
CCC
1513
Crescent Capital Consulting
Louisiana
$4K – – –
DWMG
1514
DB Wealth Management Group
California
$4K – – –
TLCM
1515
Twin Lakes Capital Management
California
$4K – – –
CWM
1516
Cedar Wealth Management
California
$4K +$3.66K +8 New
GLLW
1517
Graves Light Lenhart Wealth
Virginia
$4K +$4.12K +9 New
TWP
1518
TFO Wealth Partners
Ohio
$4K +$4.12K +9 New
SPWG
1519
Sage Private Wealth Group
Illinois
$4K +$2.06M +4,500 +45,000%
FMP
1520
Financial Management Professionals
Texas
$3K – – –
RBC
1521
Roble Belko & Company
Pennsylvania
$3K – – –
VCM
1522
Vigilant Capital Management
Maine
$3K – – –
MTIC
1523
Missouri Trust & Investment Company
Missouri
$3K +$2.75K +6 New
BFC
1524
Bedel Financial Consulting
Indiana
$3K +$3.2K +7 New
S
1525
Surevest
California
$3K +$3.2K +7 New
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