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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
1526
Riverview Trust Company
Washington
$13.8K +$704 +2 +5%
DIP
1527
DT Investment Partners
Pennsylvania
$13.1K – – –
RA
1528
Rise Advisors
New York
$13.1K – – –
SFG
1529
Steward Financial Group
Texas
$13K +$7.39K +21 +111%
BWM
1530
BerganKDV Wealth Management
Minnesota
$12.1K – – –
TF
1531
TimeScale Financial
Massachusetts
$11.8K – – –
RCM
1532
Raleigh Capital Management
North Carolina
$11.1K +$11.3K +32 New
AFS
1533
Annapolis Financial Services
Maryland
$10.7K – – –
OIA
1534
Optimum Investment Advisors
Illinois
$10.3K – – –
TCWA
1535
Ten Capital Wealth Advisors
Washington
$10.3K – – –
MA
1536
MCF Advisors
Kentucky
$10K – – –
MFT
1537
Moisand Fitzgerald Tamayo
Florida
$10K – – –
PCM
1538
Pointe Capital Management
Michigan
$9.31K +$9.5K +27 New
TSW
1539
Thompson Siegel & Walmsley
Virginia
$9K -$2.11K -6 -19%
IAS
1540
IMA Advisory Services
Colorado
$8.96K – – –
SC
1541
Steph & Co
Wisconsin
$8.96K – – –
FA
1542
Fortis Advisors
Pennsylvania
$8.62K – – –
JMF
1543
Johnson Midwest Financial
Iowa
$8.62K – – –
PFG
1544
Piershale Financial Group
Illinois
$8.62K – – –
NIC
1545
Northwest Investment Counselors
Oregon
$8.27K – – –
ONST
1546
Old North State Trust
North Carolina
$8K – – –
HS
1547
Horan Securities
United States
$7.93K – – –
RTL
1548
Red Tortoise LLC
Georgia
$7.93K – – –
SWA
1549
SOA Wealth Advisors
New York
$7.6K – – –
MIA
1550
Milestone Investment Advisors
Wisconsin
$7.58K +$7.74K +22 New
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