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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1526
SouthState Corp
Florida
$7.03K -$26.4K -80 -79%
ONST
1527
Old North State Trust
North Carolina
$7K – – –
SC
1528
Sierra Capital
Florida
$7K – – –
ACA
1529
Atlas Capital Advisors
Wyoming
$6.7K – – –
RFG
1530
RFP Financial Group
Georgia
$6.36K +$6.26K +19 New
SC
1531
Schubert & Co
Texas
$6.03K -$1.98K -6 -25%
SFG
1532
Steward Financial Group
Texas
$6K +$6.26K +19 New
MPCL
1533
My Personal CFO LLC
Washington
$5.36K +$5.27K +16 New
WAM
1534
Worth Asset Management
Texas
$5.02K – – –
HDIM
1535
Hanson & Doremus Investment Management
Vermont
$5K +$989 +3 +23%
DI
1536
Disciplined Investments
Oklahoma
$4.69K – – –
APC
1537
Aspire Private Capital
North Carolina
$4.35K – – –
SWM
1538
Sugarloaf Wealth Management
Georgia
$4.35K +$4.29K +13 New
WPWM
1539
Western Pacific Wealth Management
Illinois
$4.35K +$4.29K +13 New
DWP
1540
Destiny Wealth Partners
Florida
$4.02K +$3.96K +12 New
TCA
1541
Trifecta Capital Advisors
Illinois
$4.02K +$3.96K +12 New
IAA
1542
Independent Advisor Alliance
North Carolina
$3.83K -$563K -1,709 -13%
HCM
1543
Hollencrest Capital Management
California
$3.68K +$3.63K +11 New
SCA
1544
Stuart Chaussee & Associates
California
$3.35K – – –
SIC
1545
SJS Investment Consulting
Ohio
$3.35K +$659 +2 +25%
CSWM
1546
Cassady Schiller Wealth Management
Ohio
$3.35K +$3.3K +10 New
NSIM
1547
North Star Investment Management
Illinois
$3.35K +$3.3K +10 New
BCMLT
1548
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.05K – – –
DWMG
1549
DB Wealth Management Group
California
$3.01K +$2.97K +9 New
MCM
1550
Magnolia Capital Management
New York
$3K +$2.97K +9 New
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